SHDG vs FHEQ

ASHDG

BFHEQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.52%FHEQ · $52 on $10k

Most income0.61%FHEQ · $61 on $10k

Smallest drop−6.6%SHDG · worst fall in 1Y

Held in common0.0%SHDG and FHEQ

SHDG

FHEQ

Soundwatch Hedged Equity ETF · $152MFidelity Hedged Equity ETF · $1000M

+13.4%3 years · per year$14,567 · […][…]

[…]5 years · per year[…]

1.01%Expense ratio$101 · $52 on $10k · lower wins0.52%

0.49%12-mo yield$49 · $61 on $10k0.61%

−6.6%Worst dropSmaller wins−7.8%

9.0%VolatilityLower wins10.3%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSHDG · FHEQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ASHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.49%	+0.1%	+0.9%	+2.1%	+13.4%	new	−6.6%	$152M
2	BFHEQ	Fidelity Hedged Equity ETFRead Desk		0.52%	0.61%	+0.1%	+6.0%	+6.1%	new	new	−7.8%	$1000M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ASHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.49%	+0.1%	+0.9%	+2.1%	+13.4%	new	−6.6%	$152M
2	BFHEQ	Fidelity Hedged Equity ETFRead Desk		0.52%	0.61%	+0.1%	+6.0%	+6.1%	new	new	−7.8%	$1000M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHDG vs FHEQ

SHDG

Soundwatch Hedged Equity

[…]

FHEQ

Fidelity Hedged Equity

[…]

MeasureSHDGFHEQ

Fee1.01%0.52%

Cost on $10k a year$101$52

Yield0.49%0.61%

5 years, per year[…][…]

3 years, per year+13.4%[…]

Worst drop · 1Y−6.6%−7.8%

Volatility · 1Y9.0%10.3%

2–2measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SHDG, FHEQ

Today

0.0%most shared, SHDG and FHEQ

SHDGFHEQ

SHDG—0.0%

FHEQ0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$9most kept, FHEQ

FHEQ$61 − $52 = $9

SHDG$49 − $101 = −$52

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee