Skip to content
Beacon
Screener

FHEQ vs HEFT

Fidelity Hedged Equity ETF vs Hedgeye Fourth Turning ETF

FHEQ

Fidelity Hedged Equity ETF

Fidelity Investments

Annual cost

0.48%

Fund size

$829M

HEFT

Hedgeye Fourth Turning ETF

Annual cost

Fund size

Key differences

  • FHEQ follows a tactical allocation strategy; HEFT uses option income.

Side-by-side comparison

FHEQHEFT
Annual cost (TER)0.48%
Fund size (AUM)$829M
Since2024
Dividend yield0.61%
Asset classalternativealternative
Regionnorth america
Strategytactical allocationoption income
CAGR 1Y+21.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.52%
Max drawdown-11.12%-9.17%

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

Similar to FHEQ and HEFT