HELO vs FHEQ
YTDYear to date
FHEQ wins+3.0 pts
Past year
FHEQ wins+2.0 pts
Fee
HELO winslower fee
Yield
Level
AUM
HELO4.8× more
2–1FHEQ wins
HELO and FHEQ · year-to-date · as of Nov 9, 2026 · AUM not scored
FHEQ vs S&P 500
3Y$32.91 · +0.9% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return+0.9%−3.4%−3.5%+7.0%+8.1%——+34.1%
Peer average+1.6%−2.6%−2.0%+5.5%+6.9%+51.0%+51.3%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
Fidelity FHEQ and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
FHEQ’s Holdings
TodayAAPLApple7.8%NVDA6.8%MSFT5.6%AMZN4.1%GOOGL2.5%AVGO2.3%BRK-B2.1%META2.0%LLY2.0%GOOG1.9%JPM1.8%V1.4%MU1.3%MA1.3%XOM1.2%TSLA1.1%UNH1.0%CSCOABBVGEBACCOSTOther
TechnologyFinancial ServicesHealthcareCommunication ServicesConsumer CyclicalIndustrialsOther
Fidelity FHEQ · 95 holdings · tile size = share of the fund · as of Nov 9, 2026
All 31 Hedged Equity ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +4.0% | +4.0% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +4.4% | +4.4% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.2% | +5.3% | +5.3% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +7.0% | +7.0% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +5.4% | +5.4% | $719M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.8% | +16.7% | +16.7% | $621M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | −0.7% | −0.7% | $475M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +7.2% | +7.2% | $304M | |
| 9 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +2.7% | +2.7% | $152M | |
| 10 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +8.3% | +8.3% | $149M | |
| 11 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 6.0% | +8.2% | +8.2% | $130M | |
| 12 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.0% | +8.0% | +8.0% | $101M | |
| 13 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | new | $98.6M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.6% | +13.5% | +13.5% | $94.5M | |
| 15 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.4% | +7.6% | +7.6% | $43.1M | |
| 16 | OCTZ | TrueShares Structured Outcome (October)ReadDesk | 0.79% | 3.7% | +7.5% | +7.5% | $41.8M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 9, 2026
FHEQ Payouts by Year
3YLatest payout, Sep 2026
$0.06
a share · every quarter
0.6% yield
0.6% yield
3 years added up
$0.49 a share
$0.49 a share
Fidelity FHEQ · per-share distributions by ex-date · 2024–2026
FHEQ’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered Overlay ETFReadVersus | 0.50% | 0.6% | +1.3% | +4.0% | +6.2% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | +0.6% | +4.4% | +6.2% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.2% | +2.1% | +5.3% | +7.0% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFThis fund | 0.52% | 0.6% | +0.9% | +7.0% | +8.1% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | +1.3% | +5.4% | +6.0% | $719M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity Index Option ETFReadVersus | 0.31% | 1.8% | +1.7% | +16.7% | +21.2% | $621M |
#17 of 29 this year · #6 cheapest of 31 · sorted by assetsOpen the Defined Outcome table →
FHEQ and its peer group · total return · as of Nov 10, 2026
Cards for This View
FHEQ’s Top 10 Holdings
Today37.3%of FHEQ sits in these 10
Fidelity FHEQ · weight in the fund · as of Nov 9, 2026
FHEQ’s Holdings
TodayAAPLApple7.8%NVDA6.8%MSFT5.6%AMZN4.1%GOOGL2.5%AVGO2.3%BRK-B2.1%META2.0%LLY2.0%GOOG1.9%JPM1.8%V1.4%MU1.3%MA1.3%XOM1.2%TSLA1.1%UNH1.0%CSCOABBVGEBACCOSTOther
TechnologyFinancial ServicesHealthcareCommunication ServicesConsumer CyclicalIndustrialsOther
Fidelity FHEQ · 95 holdings · tile size = share of the fund · as of Nov 9, 2026
FHEQ vs Peer Average
YTDFHEQAvsBPeer average
1D+0.9%+1.6%
1M−3.4%−2.6%
3M−3.5%−2.0%
YTD+7.0%+5.5%
1Y+8.1%+6.9%
3Y[…]+51.0%
5Y[…]+51.3%
2–3Peer average wins
30 Hedged equity peers · each row scaled to its leader