Screener
OVLH vs FHEQ
Overlay Shares Hedged Large Cap Equity ETF vs Fidelity Hedged Equity ETF
Key differences
- FHEQ costs 0.32% less per year.
- FHEQ is significantly larger than OVLH — larger funds tend to be more liquid and less likely to close.
- OVLH follows a volatility strategy strategy; FHEQ uses tactical allocation.
Side-by-side comparison
| OVLH | FHEQ | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.48% |
| Fund size (AUM) | $102M | $829M |
| Since | 2021 | 2024 |
| Dividend yield | 0.29% | 0.61% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | volatility strategy | tactical allocation |
| CAGR 1Y | +19.1% | +21.3% |
| CAGR 3Y | +17.4% | N/A |
| CAGR 5Y | +9.9% | N/A |
| Sharpe 3Y | 1.35 | N/A |
| Volatility 1Y | 8.52% | 9.52% |
| Max drawdown | -20.69% | -11.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OVLH and FHEQ
Explore further