Screener
NATO vs FHEQ
Themes Transatlantic Defense ETF vs Fidelity Hedged Equity ETF
Key differences
- NATO costs 0.13% less per year.
- FHEQ is significantly larger than NATO — larger funds tend to be more liquid and less likely to close.
- NATO is classified as equity, while FHEQ is alternative — different risk/return profiles.
- NATO follows a index tracking strategy; FHEQ uses tactical allocation.
Side-by-side comparison
| NATO | FHEQ | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.48% |
| Fund size (AUM) | $99M | $829M |
| Since | 2024 | 2024 |
| Dividend yield | 0.45% | 0.61% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +23.3% | +23.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 20.70% | 9.50% |
| Max drawdown | -15.99% | -11.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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