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FHEQ vs FFDI
Fidelity Hedged Equity ETF vs Fidelity Fundamental Developed
Key differences
- FHEQ costs 0.07% less per year.
- FHEQ is significantly larger than FFDI — larger funds tend to be more liquid and less likely to close.
- FHEQ is classified as alternative, while FFDI is equity — different risk/return profiles.
- FHEQ follows a tactical allocation strategy; FFDI uses index tracking.
Side-by-side comparison
| FHEQ | FFDI | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.55% |
| Fund size (AUM) | $829M | $22M |
| Since | 2024 | 2024 |
| Dividend yield | 0.61% | 2.11% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +21.3% | +12.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.52% | 16.99% |
| Max drawdown | -11.12% | -14.39% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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