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FHEQ
+1.13 · +3.77%
$31.02 · BATS

Fidelity Hedged Equity ETF (FHEQ) ETF Analysis | Equity Hedged

Fidelity Investments · USA
AUM:$828.3M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.48% — moderate cost. Consider how fees compound over long holding periods.

What is FHEQ?

Normally investing at least 80% of assets in equity securities. Investing in equity securities of companies with market capitalizations generally similar to companies in the S&P 500® Index or Russell 1000 Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
FHEQ returned 11.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.48%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 37.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$828.3M
Expense Ratio0.48%
Dividend Yield0.62%
Holdings49
Inception DateApr 2024
Domicile–
Distribution–
Index–
ProviderFidelity Investments
Beta–
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

How would FHEQ affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.7%
1Y
+14.3%
3Y
+38.7%
5Y
+38.7%
OpenBook InsightIf you had invested £10,000 in FHEQ 5 years ago, it would have grown to £13,873 — a gain of £3,873.

Annual Returns

Calendar year performance

FHEQ delivered positive returns in 3 of the last 3 calendar years.
YearFHEQ
2026 YTD+10.7%
2025+13.4%
2024+10.6%
CAGR 2yr+12.0%
3/3 positive yearsAvg return: +11.5%Worst year: +10.6% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.9%
Low
Momentum
+3.1%
30-day change
Support Level
33.84
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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