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LSEQ vs FHEQ

Harbor Long-Short Equity ETF vs Fidelity Hedged Equity ETF

LSEQ

Harbor Long-Short Equity ETF

Harbor Capital Advisors Inc

Annual cost

2.28%

Fund size

$15M

FHEQ

Fidelity Hedged Equity ETF

Fidelity Investments

Annual cost

0.48%

Fund size

$829M

Key differences

  • FHEQ costs 1.80% less per year.
  • FHEQ is significantly larger than LSEQ — larger funds tend to be more liquid and less likely to close.
  • LSEQ follows a long short strategy; FHEQ uses tactical allocation.

Side-by-side comparison

LSEQFHEQ
Annual cost (TER)2.28%0.48%
Fund size (AUM)$15M$829M
Since20232024
Dividend yield1.78%0.61%
Asset classalternativealternative
Regionnorth america
Strategylong shorttactical allocation
CAGR 1Y+19.7%+21.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.96%9.52%
Max drawdown-8.35%-11.12%

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

Similar to LSEQ and FHEQ