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EPIN vs FHEQ

Harbor International Equity ETF vs Fidelity Hedged Equity ETF

EPIN

Harbor International Equity ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$7M

FHEQ

Fidelity Hedged Equity ETF

Fidelity Investments

Annual cost

0.48%

Fund size

$829M

Key differences

  • FHEQ costs 0.32% less per year.
  • FHEQ is significantly larger than EPIN — larger funds tend to be more liquid and less likely to close.
  • EPIN is classified as equity, while FHEQ is alternative — different risk/return profiles.
  • EPIN follows a index tracking strategy; FHEQ uses tactical allocation.

Side-by-side comparison

EPINFHEQ
Annual cost (TER)0.80%0.48%
Fund size (AUM)$7M$829M
Since20252024
Dividend yield0.61%
Asset classequityalternative
Regionglobal
Strategyindex trackingtactical allocation
CAGR 1YN/A+21.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.52%
Max drawdown-11.64%-11.12%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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