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FHEQ vs LGH
Fidelity Hedged Equity ETF vs HCM Defender 500 Index ETF
Key differences
- FHEQ costs 0.52% less per year.
- LGH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FHEQ | LGH | |
|---|---|---|
| Annual cost (TER) | 0.48% | 1.00% |
| Fund size (AUM) | $829M | $555M |
| Since | 2024 | 2019 |
| Dividend yield | 0.61% | 0.39% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | tactical allocation | tactical allocation |
| CAGR 1Y | +21.3% | +27.9% |
| CAGR 3Y | N/A | +21.8% |
| CAGR 5Y | N/A | +11.5% |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | 9.52% | 15.64% |
| Max drawdown | -11.12% | -29.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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