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FHEQ vs QQH

Fidelity Hedged Equity ETF vs HCM Defender 100 Index ETF

FHEQ

Fidelity Hedged Equity ETF

Fidelity Investments

Annual cost

0.48%

Fund size

$829M

QQH

HCM Defender 100 Index ETF

Howard Capital Management

Annual cost

0.98%

Fund size

$697M

Key differences

  • FHEQ costs 0.50% less per year.
  • FHEQ follows a tactical allocation strategy; QQH uses active selection.
  • QQH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FHEQQQH
Annual cost (TER)0.48%0.98%
Fund size (AUM)$829M$697M
Since20242019
Dividend yield0.61%0.21%
Asset classalternativealternative
Regionnorth america
Strategytactical allocationactive selection
CAGR 1Y+21.3%+39.5%
CAGR 3YN/A+27.9%
CAGR 5YN/A+15.1%
Sharpe 3YN/A1.07
Volatility 1Y9.52%20.79%
Max drawdown-11.12%-41.87%

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

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