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SSPY vs FHEQ
Stratified LargeCap Index ETF vs Fidelity Hedged Equity ETF
Key differences
- FHEQ is significantly larger than SSPY — larger funds tend to be more liquid and less likely to close.
- SSPY is classified as equity, while FHEQ is alternative — different risk/return profiles.
- SSPY follows a index tracking strategy; FHEQ uses tactical allocation.
- SSPY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SSPY | FHEQ | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.48% |
| Fund size (AUM) | $122M | $829M |
| Since | 2019 | 2024 |
| Dividend yield | 1.29% | 0.61% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +21.2% | +21.3% |
| CAGR 3Y | +15.1% | N/A |
| CAGR 5Y | +9.1% | N/A |
| Sharpe 3Y | 0.85 | N/A |
| Volatility 1Y | 10.79% | 9.52% |
| Max drawdown | -36.67% | -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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