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HEFT vs FHEQ

Hedgeye Fourth Turning ETF vs Fidelity Hedged Equity ETF

HEFT

Hedgeye Fourth Turning ETF

Annual cost

Fund size

FHEQ

Fidelity Hedged Equity ETF

Fidelity Investments

Annual cost

0.48%

Fund size

$829M

Key differences

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

Side-by-side comparison

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

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

Similar to HEFT and FHEQ