HELO vs FHEQ
YTDYear to date
FHEQ wins+3.4 pts
Past year
FHEQ wins+1.8 pts
Fee
HELO winslower fee
Yield
Level
AUM
HELO4.9× more
2–1FHEQ wins
HELO and FHEQ · year-to-date · as of Nov 6, 2026 · AUM not scored
FHEQ vs S&P 500
YTD$32.61 · +0.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.1%−3.7%−5.0%+6.0%+6.1%——+32.8%
Peer average+0.2%−3.6%−3.7%+3.9%+4.6%+50.1%+48.8%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Fidelity FHEQ and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
FHEQ’s Holdings
TodayAAPLApple7.8%NVDA6.6%MSFT5.7%AMZN4.1%GOOGL2.5%AVGO2.3%BRK-B2.1%LLY2.0%META2.0%JPM1.9%GOOG1.9%V1.4%MA1.3%MU1.3%XOM1.2%TSLA1.0%CSCO1.0%UNHABBVBACGECOSTOther
TechnologyFinancial ServicesHealthcareCommunication ServicesConsumer CyclicalIndustrialsOther
Fidelity FHEQ · 95 holdings · tile size = share of the fund · as of Nov 6, 2026
All 31 Hedged Equity ETFs
Today| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +2.7% | +0.2% | $4.9B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +3.8% | +0.2% | $3.2B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.3% | +3.1% | +0.3% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +6.0% | +0.1% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +4.0% | +0.3% | $739M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.8% | +14.7% | 0.0% | $641M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | −2.6% | +0.5% | $473M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +5.6% | 0.0% | $310M | |
| 9 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +0.9% | +0.1% | $152M | |
| 10 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +7.0% | 0.0% | $151M | |
| 11 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 6.1% | +6.6% | +0.4% | $135M | |
| 12 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.1% | +6.1% | +0.3% | $105M | |
| 13 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | +0.7% | $102M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.7% | +11.3% | +0.7% | $94.1M | |
| 15 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.4% | +5.7% | +0.3% | $44.5M | |
| 16 | OCTZ | TrueShares Structured Outcome (October)ReadDesk | 0.79% | 3.8% | +5.7% | +0.2% | $43.2M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 6, 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% | +0.2% | +2.7% | +4.3% | $4.9B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | +0.2% | +3.8% | +5.5% | $3.2B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.3% | +0.3% | +3.1% | +3.7% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFThis fund | 0.52% | 0.6% | +0.1% | +6.0% | +6.1% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | +0.3% | +4.0% | +4.2% | $739M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity Index Option ETFReadVersus | 0.31% | 1.8% | 0.0% | +14.7% | +19.6% | $641M |
#9 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 7, 2026
Cards for This View
FHEQ’s Top 10 Holdings
Today37.1%of FHEQ sits in these 10
7BRK-BBerkshire Hathaway2.14%
Fidelity FHEQ · weight in the fund · as of Nov 6, 2026
FHEQ’s Holdings
TodayAAPLApple7.8%NVDA6.6%MSFT5.7%AMZN4.1%GOOGL2.5%AVGO2.3%BRK-B2.1%LLY2.0%META2.0%JPM1.9%GOOG1.9%V1.4%MA1.3%MU1.3%XOM1.2%TSLA1.0%CSCO1.0%UNHABBVBACGECOSTOther
TechnologyFinancial ServicesHealthcareCommunication ServicesConsumer CyclicalIndustrialsOther
Fidelity FHEQ · 95 holdings · tile size = share of the fund · as of Nov 6, 2026
FHEQ vs Peer Average
YTDFHEQAvsBPeer average
1D+0.1%+0.2%
1M−3.7%−3.6%
3M−5.0%−3.7%
YTD+6.0%+3.9%
1Y+6.1%+4.6%
3Y[…]+50.1%
5Y[…]+48.8%
2–3Peer average wins
30 Hedged equity peers · each row scaled to its leader