FHEQ vs. FYEE ETF Comparison
Comparison of Fidelity Hedged Equity ETF (FHEQ) to Fidelity Yield Enhanced Equity ETF (FYEE)
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
$27.87
Average Daily Volume
24,517
Number of Holdings
*
168
* may have additional holdings in another (foreign) market
FYEE
Fidelity Yield Enhanced Equity ETF
FYEE Description
FYEE is actively managed, investing in equities similar to the S&P 500 and Russell 1000. The fund sells call options for income generation, emphasizing current income and potential capital growth.Grade (RS Rating)
Last Trade
$27.41
Average Daily Volume
2,331
Number of Holdings
*
153
* may have additional holdings in another (foreign) market
Performance
Period | FHEQ | FYEE |
---|---|---|
30 Days | 2.51% | 3.53% |
60 Days | 3.80% | 5.30% |
90 Days | 4.54% | 7.07% |
12 Months |
141 Overlapping Holdings
Symbol | Grade | Weight in FHEQ | Weight in FYEE | Overlap | |
---|---|---|---|---|---|
AAPL | C | 7.31% | 7.39% | 7.31% | |
ABBV | D | 1.0% | 0.93% | 0.93% | |
ADBE | C | 0.93% | 0.94% | 0.93% | |
ADP | B | 0.16% | 0.26% | 0.16% | |
ALLE | D | 0.44% | 0.38% | 0.38% | |
ALRM | C | 0.4% | 0.34% | 0.34% | |
AMAT | F | 0.7% | 0.68% | 0.68% | |
AME | A | 0.22% | 0.09% | 0.09% | |
AMGN | D | 0.24% | 0.25% | 0.24% | |
AMT | D | 0.24% | 0.21% | 0.21% | |
AMZN | C | 3.64% | 3.85% | 3.64% | |
ANET | C | 0.08% | 0.07% | 0.07% | |
ANF | C | 0.33% | 0.36% | 0.33% | |
AVGO | D | 1.49% | 1.66% | 1.49% | |
AXP | A | 0.43% | 0.44% | 0.43% | |
BAC | A | 1.17% | 1.19% | 1.17% | |
BBWI | D | 0.11% | 0.17% | 0.11% | |
BDX | F | 0.59% | 0.59% | 0.59% | |
BIIB | F | 0.21% | 0.21% | 0.21% | |
BK | A | 0.36% | 0.13% | 0.13% | |
BMY | B | 0.68% | 0.75% | 0.68% | |
BRK.A | B | 2.19% | 2.2% | 2.19% | |
C | A | 0.54% | 0.72% | 0.54% | |
CACI | D | 0.3% | 0.17% | 0.17% | |
CAH | B | 0.4% | 0.32% | 0.32% | |
CAT | B | 0.48% | 0.53% | 0.48% | |
CI | F | 0.63% | 0.63% | 0.63% | |
CINF | A | 0.12% | 0.07% | 0.07% | |
CL | D | 0.58% | 0.55% | 0.55% | |
CLX | B | 0.2% | 0.14% | 0.14% | |
CMCSA | B | 0.83% | 0.85% | 0.83% | |
CME | A | 0.37% | 0.44% | 0.37% | |
CMG | B | 0.49% | 0.48% | 0.48% | |
COST | B | 0.45% | 0.31% | 0.31% | |
CRM | B | 1.09% | 1.17% | 1.09% | |
CRUS | D | 0.06% | 0.07% | 0.06% | |
CSCO | B | 0.79% | 0.81% | 0.79% | |
CSX | B | 0.43% | 0.49% | 0.43% | |
CTAS | B | 0.66% | 0.66% | 0.66% | |
CVNA | B | 0.52% | 0.53% | 0.52% | |
CVS | D | 0.22% | 0.23% | 0.22% | |
CVX | A | 0.02% | 0.02% | 0.02% | |
DASH | A | 0.12% | 0.11% | 0.11% | |
DBX | B | 0.51% | 0.52% | 0.51% | |
DIS | B | 0.57% | 0.72% | 0.57% | |
DOCU | A | 0.18% | 0.09% | 0.09% | |
DVN | F | 0.53% | 0.53% | 0.53% | |
ECL | D | 0.62% | 0.64% | 0.62% | |
EOG | A | 0.43% | 0.49% | 0.43% | |
EXEL | B | 0.43% | 0.44% | 0.43% | |
F | C | 0.15% | 0.33% | 0.15% | |
FTNT | C | 0.24% | 0.2% | 0.2% | |
GAP | B | 0.18% | 0.21% | 0.18% | |
GE | D | 0.45% | 0.48% | 0.45% | |
GEN | B | 0.13% | 0.13% | 0.13% | |
GILD | C | 0.73% | 0.75% | 0.73% | |
GL | B | 0.2% | 0.13% | 0.13% | |
GOOG | C | 1.74% | 1.9% | 1.74% | |
GOOGL | C | 2.02% | 2.05% | 2.02% | |
GRMN | B | 0.31% | 0.4% | 0.31% | |
HD | A | 1.32% | 1.33% | 1.32% | |
HWM | A | 0.27% | 0.39% | 0.27% | |
IDXX | F | 0.26% | 0.15% | 0.15% | |
IGT | F | 0.45% | 0.46% | 0.45% | |
INCY | C | 0.27% | 0.34% | 0.27% | |
JNJ | D | 0.61% | 0.73% | 0.61% | |
JPM | A | 1.82% | 1.95% | 1.82% | |
KLAC | D | 0.54% | 0.61% | 0.54% | |
KR | B | 0.11% | 0.12% | 0.11% | |
LDOS | C | 0.32% | 0.31% | 0.31% | |
LHX | C | 0.23% | 0.21% | 0.21% | |
LLY | F | 0.76% | 0.77% | 0.76% | |
LMT | D | 0.69% | 0.72% | 0.69% | |
LNW | D | 0.17% | 0.16% | 0.16% | |
LPLA | A | 0.03% | 0.12% | 0.03% | |
LRCX | F | 0.23% | 0.24% | 0.23% | |
LYFT | C | 0.06% | 0.08% | 0.06% | |
MA | C | 1.34% | 1.36% | 1.34% | |
MEDP | D | 0.31% | 0.29% | 0.29% | |
META | D | 2.87% | 2.9% | 2.87% | |
MGM | D | 0.22% | 0.24% | 0.22% | |
MMC | B | 0.52% | 0.53% | 0.52% | |
MMM | D | 0.22% | 0.19% | 0.19% | |
MRK | F | 0.69% | 0.96% | 0.69% | |
MSCI | C | 0.49% | 0.26% | 0.26% | |
MSFT | F | 5.64% | 5.69% | 5.64% | |
MSI | B | 0.26% | 0.43% | 0.26% | |
MU | D | 0.47% | 0.5% | 0.47% | |
NBIX | C | 0.11% | 0.07% | 0.07% | |
NEE | D | 0.73% | 0.83% | 0.73% | |
NFLX | A | 1.26% | 1.29% | 1.26% | |
NOC | D | 0.56% | 0.6% | 0.56% | |
NOW | A | 0.34% | 0.49% | 0.34% | |
NSC | B | 0.26% | 0.11% | 0.11% | |
NUE | C | 0.32% | 0.36% | 0.32% | |
NVDA | C | 7.27% | 7.38% | 7.27% | |
ORCL | B | 0.04% | 0.04% | 0.04% | |
PCAR | B | 0.42% | 0.38% | 0.38% | |
PFE | D | 0.56% | 0.42% | 0.42% | |
PG | A | 0.87% | 0.81% | 0.81% | |
PGR | A | 0.63% | 0.68% | 0.63% | |
PLTK | B | 0.1% | 0.12% | 0.1% | |
PM | B | 0.92% | 0.95% | 0.92% | |
PPG | F | 0.34% | 0.35% | 0.34% | |
PSA | D | 0.19% | 0.18% | 0.18% | |
PYPL | B | 0.54% | 0.72% | 0.54% | |
QCOM | F | 0.84% | 0.85% | 0.84% | |
QRVO | F | 0.11% | 0.06% | 0.06% | |
RSG | A | 0.2% | 0.23% | 0.2% | |
RTX | C | 0.44% | 0.28% | 0.28% | |
SCHW | B | 0.56% | 0.79% | 0.56% | |
SEIC | B | 0.54% | 0.55% | 0.54% | |
SKYW | B | 0.29% | 0.31% | 0.29% | |
SPG | B | 0.16% | 0.44% | 0.16% | |
SPGI | C | 0.28% | 0.22% | 0.22% | |
SQ | A | 0.59% | 0.6% | 0.59% | |
T | A | 0.67% | 0.72% | 0.67% | |
TDC | D | 0.35% | 0.35% | 0.35% | |
TJX | A | 0.73% | 0.72% | 0.72% | |
TMO | F | 0.26% | 0.38% | 0.26% | |
TMUS | B | 0.29% | 0.29% | 0.29% | |
TPH | D | 0.15% | 0.19% | 0.15% | |
TROW | B | 0.23% | 0.28% | 0.23% | |
TRV | B | 0.49% | 0.26% | 0.26% | |
TSLA | B | 1.26% | 1.28% | 1.26% | |
TT | A | 0.69% | 0.68% | 0.68% | |
TWLO | A | 0.02% | 0.09% | 0.02% | |
TXT | D | 0.51% | 0.51% | 0.51% | |
UBER | D | 0.14% | 0.23% | 0.14% | |
UNH | C | 0.57% | 0.59% | 0.57% | |
UNM | A | 0.01% | 0.13% | 0.01% | |
UNP | C | 0.73% | 0.75% | 0.73% | |
UTHR | C | 0.05% | 0.05% | 0.05% | |
V | A | 0.47% | 0.65% | 0.47% | |
VEEV | C | 0.12% | 0.04% | 0.04% | |
WFC | A | 0.15% | 0.29% | 0.15% | |
WM | A | 0.38% | 0.43% | 0.38% | |
WMT | A | 0.8% | 0.82% | 0.8% | |
XOM | B | 1.54% | 1.57% | 1.54% | |
ZBRA | B | 0.47% | 0.52% | 0.47% | |
ZM | B | 0.52% | 0.53% | 0.52% |
FHEQ Overweight 27 Positions Relative to FYEE
Symbol | Grade | Weight | |
---|---|---|---|
BLK | C | 0.23% | |
XEL | A | 0.21% | |
HLT | A | 0.18% | |
VZ | C | 0.18% | |
GEHC | F | 0.17% | |
FTI | A | 0.17% | |
WDAY | B | 0.16% | |
MS | A | 0.16% | |
PEGA | A | 0.16% | |
ETN | A | 0.15% | |
SOLV | C | 0.12% | |
VST | B | 0.11% | |
ROST | C | 0.1% | |
MKL | A | 0.09% | |
BAH | F | 0.09% | |
DOC | D | 0.08% | |
ALL | A | 0.07% | |
BCC | B | 0.07% | |
MDLZ | F | 0.07% | |
L | A | 0.07% | |
TENB | C | 0.06% | |
BLD | D | 0.05% | |
QGEN | D | 0.04% | |
SCCO | F | 0.04% | |
MHO | D | 0.02% | |
NWL | B | 0.01% | |
OGE | B | 0.01% |
FHEQ: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Insurance - Property & Casualty
Apparel Stores
Capital Markets
Semiconductors
Telecom Services
Aerospace & Defense
Asset Management
Banks - Global
Biotechnology
Credit Services
Diagnostics & Research
Household & Personal Products
Software - Infrastructure
Specialty Industrial Machinery
Business Services
Communication Equipment
Diversified Industrials
Health Care Plans
FYEE: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Apparel Stores
Banks - Global
Biotechnology
Capital Markets
Credit Services
Diversified Industrials
Software - Infrastructure
Telecom Services
Asset Management
Communication Equipment
Diagnostics & Research
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Internet Content & Information
Oil & Gas E&P