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FHEQvsXVVETF Comparison

ETF 1

FHEQ

Fidelity Hedged Equity ETF

This fund is part of

Options Strategies

-0.24%

Full FHEQ fund page

VS

ETF 2

XVV

iShares ESG Select Screened S&P 500 ETF

This fund is part of

US Large Cap

-0.54%

Full XVV fund page

Fidelity Hedged Equity ETF (FHEQ) belongs to the Options Strategies segment. iShares ESG Select Screened S&P 500 ETF (XVV) is part of the US Large Cap segment. FHEQ's top 3 sector exposures are Technology, Finance and Industrials. In contrast, XVV's top sector exposures are Technology, Finance and Healthcare. FHEQ is more expensive with a Total Expense Ratio (TER) of 0.52%, versus 0.08% for XVV. FHEQ is up 10.46% year-to-date (YTD) with +$136M in YTD flows. XVV performs better with 11.83% YTD performance, and +$14M in YTD flows. Run a side-by-side ETF comparison of FHEQ and XVV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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FHEQ vs XVV performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 09/08/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	FHEQ XVV	-1.26%-1.12%	+3.49%+4.25%	+10.46%+11.83%	+14.02%+18.07%	n/a+78.85%	n/a+78.78%
Flows	FHEQ XVV	+$20M+$6M	+$85M+$18M	+$136M+$14M	+$374M+$136M	-+$296M	-+$385M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	FHEQ XVV	+10.23%+13.31%	+9.99%+13.64%	n/a+15.85%	n/a+17.91%
Max drawdown	FHEQ XVV	-2.31%-3.59%	-7.39%-10.60%	n/a-19.53%	n/a-27.18%
Max drawdown duration	FHEQ XVV	23d16d	71d92d	n/a126d	n/a709d

Trading data

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	FHEQ	XVV
Last sale 9/9/2026 at 1:30 PM	$33.86	$58.28
Previous close 09/08/2026	$33.99	$58.65
Consolidated volume 09/08/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of August 31, 2026

1-year trailing difference

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FHEQ

is actively managed and doesn’t replicate an index

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	FHEQ	XVV
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 9/9/2026 at 1:30 PM

Live

Closed

	FHEQ	XVV
Last price	$33.86	$58.28
1D performance	-0.38%	-0.63%
AuM	$976.09 M	$679.83 M
E/R	0.52%	0.08%

Characteristics

	FHEQ	XVV
Management strategy	Active	Passive
Provider	Fidelity	iShares
Benchmark	-	S&P 500 Sustainability Screened Index
N° of holdings	159	440
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	April 9, 2024	September 22, 2020
ESG	No	Yes

More FHEQ data on Trackinsight

More XVV data on Trackinsight

Exposure

Countries

FHEQ

USA

98.26%

Other

1.74%

XVV

USA

97.21%

Other

2.79%

Sectors

FHEQ

Technology

47.38%

Finance

14.61%

Industrials

10.37%

Healthcare

9.1%

Consumer Non-Cycl.

8.43%

Other

10.11%

XVV

Technology

47.57%

Finance

15.64%

Healthcare

8.96%

Consumer Non-Cycl.

8.37%

Other

19.46%

Diversification

FHEQ

Total weight of top 15 holdings out of 15

46.8%

XVV

Total weight of top 15 holdings out of 15

48.16%

Top 15 holdings

Data as of July 31, 2026

FHEQ

Apple, Inc.

8.52%

NVIDIA Corp.

8.07%

Microsoft Corp.

4.50%

Amazon.com, Inc.

3.82%

Alphabet, Inc.

3.40%

Broadcom Inc.

3.05%

Alphabet, Inc.

2.41%

Meta Platforms, Inc.

2.19%

JPMorgan Chase & Co.

2.04%

Berkshire Hathaway, Inc.

2.02%

Eli Lilly & Co.

1.71%

Micron Technology, Inc.

1.57%

Mastercard, Inc.

1.22%

Bank of America Corp.

1.19%

GE Aerospace

1.11%

XVV

Apple, Inc.

8.56%

NVIDIA Corp.

8.26%

Microsoft Corp.

5.86%

Amazon.com, Inc.

4.03%

Alphabet, Inc.

3.42%

Broadcom Inc.

3.21%

Alphabet, Inc.

2.76%

Meta Platforms, Inc.

2.07%

Micron Technology, Inc.

1.72%

JPMorgan Chase & Co.

1.64%

Berkshire Hathaway, Inc.

1.63%

Eli Lilly & Co.

1.60%

Tesla, Inc.

1.52%

Visa, Inc.

1.06%

Mastercard, Inc.

0.81%

Frequently asked questions about FHEQ and XVV

How have the FHEQ and XVV ETFs performed in 2026?

As of September 8, 2026, FHEQ is up 10.46% year-to-date (YTD), while XVV has returned 11.83%. That puts XVV better performer ahead so far this year.

Which ETF is attracting more investor money: FHEQ or XVV?

Year-to-date, the FHEQ ETF saw +$136M in flows, compared to +$14M for XVV.

Which ETF is more volatile: FHEQ or XVV?

Over the past year, FHEQ had a volatility of 9.99%, while XVV experienced 13.64%.

Which ETF is bigger: FHEQ or XVV?

As of September 8, 2026, FHEQ holds $976.09 M in assets under management (AUM), while XVV manages $679.83 M.

What sectors do the FHEQ and XVV ETFs invest in?

FHEQ leans toward sectors like Technology, Finance and Industrials. Meanwhile, XVV focuses on Technology, Finance and Healthcare.

What are the top holdings of the FHEQ ETF and XVV ETF?

FHEQ top holdings include Apple, Inc., NVIDIA Corp. and Microsoft Corp.. XVV holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..

Which ETF is more diversified: FHEQ or XVV?

FHEQ holds 160 securities with 46.8% of its assets in the top 15. XVV has 443 securities and a top 15 weight of 48.16%.

Tony’s ETF Buyer’s Guide: Hedged Equity ETFs

February 10, 2026

FHEQ

FHEQvsXVVETF Comparison

Fidelity Hedged Equity ETF

iShares ESG Select Screened S&P 500 ETF

FHEQ vs XVV performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the FHEQ and XVV ETFs performed in 2026?

As of September 8, 2026, FHEQ is up 10.46% year-to-date (YTD), while XVV has returned 11.83%. That puts XVV better performer ahead so far this year.

Which ETF is attracting more investor money: FHEQ or XVV?

Year-to-date, the FHEQ ETF saw +$136M in flows, compared to +$14M for XVV.

Which ETF is more volatile: FHEQ or XVV?

Over the past year, FHEQ had a volatility of 9.99%, while XVV experienced 13.64%.

Which ETF is bigger: FHEQ or XVV?

As of September 8, 2026, FHEQ holds $976.09 M in assets under management (AUM), while XVV manages $679.83 M.

What sectors do the FHEQ and XVV ETFs invest in?

FHEQ leans toward sectors like Technology, Finance and Industrials. Meanwhile, XVV focuses on Technology, Finance and Healthcare.

What are the top holdings of the FHEQ ETF and XVV ETF?

FHEQ top holdings include Apple, Inc., NVIDIA Corp. and Microsoft Corp.. XVV holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..

Which ETF is more diversified: FHEQ or XVV?

FHEQ holds 160 securities with 46.8% of its assets in the top 15. XVV has 443 securities and a top 15 weight of 48.16%.

Tony’s ETF Buyer’s Guide: Hedged Equity ETFs

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