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Fidelity Hedged Equity ETF
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Trading data
FHEQ performance and flow charts
Performance
Flows
Historic performance and flows
Data as of March 10, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -1.85% | -2.05% | -1.26% | +15.08% | ||
| Flows | +$19M | +$209M | +$86M | +$394M | - | - |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +8.47% | +11.02% | ||
Max drawdown | -2.69% | -6.29% | ||
Max drawdown duration | 36d | 45d | N/A | N/A |
Time to recover | N/A | 19d | N/A | N/A |
Exposure
Data as of January 31, 2026Countries
Sectors
Diversification
Total weight of top 15 holdings out of 135
Top 15 Holdings
Characteristics
This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Provider | Fidelity |
| N° of holdings | 135 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | April 9, 2024 |
| ESG | No |
Latest news about FHEQ
What type of ETF is FHEQ?
FHEQ is a Active ETF that provides exposure to Equity assets. It is managed by Fidelity.
What does FHEQ invest in?
This ETF provides exposure to Large Cap US Equities. It is part of the segment: Options Strategies.
What is the expense ratio of FHEQ?
The total expense ratio (TER) of FHEQ is 0.52%, representing the annual fee charged by the fund manager.
When was FHEQ launched?
FHEQ was launched on April 9, 2024, marking its entry into the ETF market.
Who is the issuer of FHEQ?
FHEQ is issued by Fidelity.
What is the AUM of FHEQ?
As of March 10, 2026, FHEQ manages $836.57 M, reflecting the total assets held in the fund.
How has FHEQ performed recently?
As of March 10, 2026, FHEQ delivered a return of -1.85% over the past month (1M performance), -2.05% over the past three months (3M), and -1.26% year-to-date (YTD).
What are the recent fund flows for FHEQ?
As of March 10, 2026, FHEQ has seen net flows of +$19M in the past month (1M flow) and +$86M year-to-date (YTD).
Does FHEQ pay dividends?
As of March 10, 2026, FHEQ has a trailing 12-month distribution yield of 0.64%.
How many holdings are in FHEQ
As of January 31, 2026, FHEQ holds 135 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is FHEQ?
As of January 31, 2026, FHEQ holds 135 securities, with 47.21% of its assets concentrated in its top 15 holdings.
What are the top holdings of FHEQ?
As of January 31, 2026, FHEQ holds a portfolio of 135 underlyings, with its largest positions including NVIDIA, APPLE and MICROSOFT-T. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does FHEQ invest in?
As of January 31, 2026, FHEQ has its largest geographic exposures in USA.
What sectors or themes does FHEQ focus on?
As of January 31, 2026, FHEQ is primarily exposed to Information Technology, Communication Services and Financials.
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