FHEQFidelity Hedged Equity ETF

Diversifier#25 of 228 for Diversifier

Seeks capital appreciation.

Fidelity Investments · Since 2024 (2 years)

Annual Cost

0.48%

#2165 out of 5,332 ETFs

Fund Size

$816M

#1120 out of 5,332 ETFs

Dividend Yield

0.67%

Track Record

2 years

#3623 out of 5,332 ETFs

Performance

1 Year

+22.4%

3 Years

N/A

5 Years

N/A

What's inside

Asset class

Strategy

tactical allocation

Asset allocation

Stocks

98.2%

Cash

2.0%

Top holdings

NVIDIA CorpNVDA7.4%

Apple IncAAPL6.9%

Microsoft CorpMSFT4.6%

Amazon.com IncAMZN3.9%

Alphabet Inc Class AGOOGL3.0%

Broadcom IncAVGO3.0%

Meta Platforms Inc Class AMETA2.4%

Alphabet Inc Class CGOOG2.3%

Berkshire Hathaway Inc Class BBRK-B2.0%

Risk profile

Volatility (1Y)

9.9%

Moderate

Max drawdown

-11.1%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

FBUF

Fidelity Dynamic Buffered Equity ETF

TER 0.48%3Y N/A

HEQT

Simplify Hedged Equity ETF

TER 0.43%3Y +14.2%

FELC

Fidelity Enhanced Large Cap Core ETF

TER 0.18%3Y N/A

Data updated on 2026-05-05