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QQH vs FHEQ

HCM Defender 100 Index ETF vs Fidelity Hedged Equity ETF

QQH

HCM Defender 100 Index ETF

Howard Capital Management

Annual cost

0.98%

Fund size

$697M

FHEQ

Fidelity Hedged Equity ETF

Fidelity Investments

Annual cost

0.48%

Fund size

$829M

Key differences

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

Side-by-side comparison

QQHFHEQ
Annual cost (TER)0.98%0.48%
Fund size (AUM)$697M$829M
Since20192024
Dividend yield0.21%0.61%
Asset classalternativealternative
Regionnorth america
Strategyactive selectiontactical allocation
CAGR 1Y+39.5%+21.3%
CAGR 3Y+27.9%N/A
CAGR 5Y+15.1%N/A
Sharpe 3Y1.07N/A
Volatility 1Y20.79%9.52%
Max drawdown-41.87%-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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