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ETFT vs FHEQ

Fundsmith Equity ETF vs Fidelity Hedged Equity ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

FHEQ

Fidelity Hedged Equity ETF

Fidelity Investments

Annual cost

0.48%

Fund size

$829M

Key differences

  • ETFT follows a long short strategy; FHEQ uses tactical allocation.

Side-by-side comparison

ETFTFHEQ
Annual cost (TER)0.48%
Fund size (AUM)$829M
Since2024
Dividend yield0.61%
Asset classalternativealternative
Regionnorth america
Strategylong shorttactical allocation
CAGR 1YN/A+21.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.52%
Max drawdown-14.76%-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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