FDRR vs. FHEQ ETF Comparison
Comparison of Fidelity Dividend ETF for Rising Rates (FDRR) to Fidelity Hedged Equity ETF (FHEQ)
FDRR
Fidelity Dividend ETF for Rising Rates
FDRR Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Dividend Index for Rising Rates. Normally investing at least 80% of assets in securities included in the Fidelity Dividend Index for Rising Rates and in depository receipts representing securities included in the index. The Fidelity Dividend Index for Rising Rates is designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends and have a positive correlation of returns to increasing 10-year U.S. Treasury yields.
Grade (RS Rating)
Last Trade
$51.34
Average Daily Volume
21,251
101
FHEQ
Fidelity Hedged Equity ETF
FHEQ Description
FHEQ is actively managed, investing in equity securities with market caps similar to the S&P 500 and Russell 1000. The fund utilizes quantitative analysis and options for downside protection.Grade (RS Rating)
Last Trade
$26.95
Average Daily Volume
5,108
10
Performance
Period | FDRR | FHEQ |
---|---|---|
30 Days | 1.66% | 1.84% |
60 Days | 5.19% | 4.28% |
90 Days | 6.99% | 4.35% |
12 Months | 31.89% |
FDRR Overweight 95 Positions Relative to FHEQ
Symbol | Grade | Weight | |
---|---|---|---|
LLY | D | 2.36% | |
UNH | C | 1.79% | |
TXN | B | 1.51% | |
ABBV | B | 1.45% | |
IBM | B | 1.45% | |
JNJ | C | 1.45% | |
V | C | 1.4% | |
HD | B | 1.36% | |
CSCO | B | 1.35% | |
DELL | C | 1.3% | |
BAC | D | 1.2% | |
MRK | F | 1.18% | |
HPQ | C | 1.18% | |
PG | C | 1.17% | |
GS | B | 1.07% | |
PFE | D | 1.06% | |
GE | C | 1.05% | |
WFC | D | 1.02% | |
CAT | B | 0.97% | |
KO | B | 0.96% | |
MCD | B | 0.96% | |
LOW | B | 0.95% | |
BX | C | 0.95% | |
MS | B | 0.94% | |
RTX | B | 0.94% | |
TJX | C | 0.92% | |
BMY | C | 0.92% | |
LMT | A | 0.88% | |
PNC | C | 0.88% | |
C | C | 0.86% | |
T | B | 0.85% | |
PM | C | 0.84% | |
VZ | A | 0.84% | |
PEP | D | 0.81% | |
GM | C | 0.8% | |
USB | C | 0.79% | |
TFC | D | 0.78% | |
CME | B | 0.77% | |
BBY | A | 0.76% | |
SBUX | C | 0.76% | |
UNP | D | 0.76% | |
HON | C | 0.75% | |
CMCSA | C | 0.72% | |
DE | A | 0.7% | |
CVS | D | 0.69% | |
CVX | F | 0.67% | |
MAR | B | 0.67% | |
NKE | D | 0.67% | |
TKO | A | 0.67% | |
FOXA | B | 0.64% | |
MO | C | 0.63% | |
UPS | D | 0.61% | |
LIN | B | 0.59% | |
F | F | 0.57% | |
PCAR | D | 0.56% | |
OMC | B | 0.56% | |
NYT | B | 0.54% | |
NEE | B | 0.54% | |
EA | D | 0.54% | |
NWSA | D | 0.53% | |
IPG | C | 0.46% | |
NXST | D | 0.45% | |
COP | F | 0.42% | |
WMG | D | 0.4% | |
TRGP | C | 0.39% | |
PLD | C | 0.39% | |
SO | B | 0.38% | |
DUK | B | 0.35% | |
GEV | B | 0.35% | |
PARA | D | 0.34% | |
EOG | D | 0.34% | |
PSA | C | 0.33% | |
NEM | C | 0.32% | |
SPG | B | 0.32% | |
FCX | C | 0.29% | |
AEP | C | 0.29% | |
D | C | 0.28% | |
CCI | C | 0.28% | |
OHI | C | 0.27% | |
APD | B | 0.27% | |
VICI | C | 0.26% | |
EXC | B | 0.25% | |
EIX | B | 0.25% | |
DVN | F | 0.23% | |
WY | C | 0.23% | |
GLPI | C | 0.22% | |
WPC | C | 0.21% | |
IP | C | 0.21% | |
IFF | A | 0.21% | |
DOW | C | 0.2% | |
AMCR | B | 0.18% | |
LYB | D | 0.17% | |
CIVI | F | 0.16% | |
WBA | F | 0.15% | |
MOS | F | 0.12% |
FDRR: Top Represented Industries & Keywords
FHEQ: Top Represented Industries & Keywords