EIS vs FHEQ
Comparison between ISHARES MSCI ISRAEL ETF (EIS, ETF) and FIDELITY HEDGED EQUITY ETF (FHEQ, ETF).
EIS vs FHEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EIS
$898M
FHEQ
$897M
Expense Ratio
EIS
0.59%
Winner
FHEQ
0.48%
Max Drawdown
EIS
51.94%
Winner
FHEQ
11.49%
Sharpe Ratio
EIS
1.08
Winner
FHEQ
1.14
5Y Beta
EIS
0.86
Winner
FHEQ
0.58
P/E Ratio
EIS
N/A
FHEQ
26.60
Forward P/E
EIS
N/A
FHEQ
19.87
PEG Ratio
EIS
N/A
FHEQ
0.20
5Y Dividends CAGR
EIS
60.02%
FHEQ
N/A
5Y EPS CAGR
EIS
N/A
FHEQ
28.12%
Debt to Equity
EIS
N/A
FHEQ
40.72%
P/S Ratio
EIS
N/A
FHEQ
3.82
P/B Ratio
EIS
N/A
FHEQ
5.40
EIS vs FHEQ - Holdings Comparison
EIS and FHEQ have 1 common holdings. Overlap is -0.03%
EIS's top 25 holdings weight is 72.57%. FHEQ's top 25 holdings weight is 55.14%.
| Rank | EIS | FHEQ |
|---|---|---|
| #1 | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 9.17% | NVIDIA CORP (NVDA) - 7.69% |
| #2 | BANK LEUMI LE-ISRAEL BM (n/a) - 8.33% | APPLE INC (AAPL) - 7.43% |
| #3 | BANK HAPOALIM BM (n/a) - 7.50% | MICROSOFT CORP (MSFT) - 4.27% |
| #4 | TOWER SEMICONDUCTOR LTD (n/a) - 7.10% | AMAZON.COM INC (AMZN) - 3.94% |
| #5 | ELBIT SYSTEMS LTD (n/a) - 5.14% | ALPHABET INC CLASS A (GOOGL) - 3.56% |
| #6 | NOVA LTD (NVMI) - 3.61% | BROADCOM INC (AVGO) - 3.04% |
| #7 | PHOENIX FINANCIAL LTD (n/a) - 3.14% | ALPHABET INC CLASS C (GOOG) - 2.55% |
| #8 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 3.08% | META PLATFORMS INC CLASS A (META) - 2.25% |
| #9 | ISRAEL DISCOUNT BANK LTD CLASS A (ISDAF) - 3.06% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.92% |
| #10 | MIZRAHI TEFAHOT BANK LTD (n/a) - 2.74% | JPMORGAN CHASE & CO (JPM) - 1.75% |
| #11 | CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 2.65% | ELI LILLY AND CO (LLY) - 1.74% |
| #12 | n/a (n/a) - 1.61% | MICRON TECHNOLOGY INC (MU) - 1.74% |
| #13 | n/a (n/a) - 1.60% | FIDELITY CASH CENTRAL FUND (n/a) - 1.57% |
| #14 | AZRIELI GROUP LTD (n/a) - 1.45% | TESLA INC (TSLA) - 1.24% |
| #15 | NICE LTD (n/a) - 1.45% | MASTERCARD INC CLASS A (MA) - 1.15% |
| #16 | NEXT VISION STABILIZED SYSTEMS LTD (n/a) - 1.38% | EXXON MOBIL CORP (XOM) - 1.10% |
| #17 | OPC ENERGY LTD (n/a) - 1.38% | GE AEROSPACE (GE) - 1.10% |
| #18 | CLAL INSURANCE ENTERPRISES HOLDINGS LTD (n/a) - 1.31% | ABBVIE INC (ABBV) - 1.07% |
| #19 | MEGA OR HOLDINGS LTD (n/a) - 1.13% | CISCO SYSTEMS INC (CSCO) - 1.01% |
| #20 | GLOBAL E ONLINE LTD (GLBE) - 1.06% | LAM RESEARCH CORP (LRCX) - 0.93% |
| #21 | CAMTEK LTD (CAMT) - 1.03% | INTEL CORP (INTC) - 0.86% |
| #22 | FIRST INTERNATIONAL BANK OF ISRAEL LTD (n/a) - 0.97% | RTX CORP (RTX) - 0.83% |
| #23 | n/a (n/a) - 0.93% | CHARLES SCHWAB CORP (SCHW) - 0.81% |
| #24 | ICL GROUP LTD (n/a) - 0.88% | AMPHENOL CORP CLASS A (APH) - 0.80% |
| #25 | BIG SHOPPING CENTERS LTD (n/a) - 0.87% | COSTCO WHOLESALE CORP (COST) - 0.79% |
| Total Holdings | 127 | 180 |
EIS vs FHEQ - Historical Returns
Returns include dividend reinvestment.
1M
EIS
-0.33%
Winner
FHEQ
+0.85%
3M
EIS
-3.92%
Winner
FHEQ
+6.48%
6M
EIS
+3.65%
Winner
FHEQ
+8.84%
1Y
Winner
EIS
+28.58%
FHEQ
+15.66%
5Y(CAGR)
EIS
+13.49%
FHEQ
N/A
10Y(CAGR)
EIS
+10.91%
FHEQ
N/A
Max(CAGR)
EIS
+6.94%
Winner
FHEQ
+14.40%
EIS vs FHEQ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | EIS | FHEQ |
|---|---|---|
| 2026 | +8.42% | +8.35% |
| 2025 | +45.88% | +13.41% |
| 2024 | +33.61% | +10.57% |
| 2023 | +5.29% | N/A |
| 2022 | -27.96% | N/A |
| 2021 | +24.34% | N/A |
| 2020 | +10.70% | N/A |
| 2019 | +19.92% | N/A |
| 2018 | -6.87% | N/A |
| 2017 | +10.83% | N/A |
| 2016 | -3.06% | N/A |
| 2015 | +8.25% | N/A |
| 2014 | -0.60% | N/A |
| 2013 | +15.21% | N/A |
| 2012 | +5.38% | N/A |
| 2011 | -33.56% | N/A |
| 2010 | +10.90% | N/A |
| 2009 | +71.72% | N/A |
| 2008 | -37.21% | N/A |
EIS vs FHEQ Drawdown Comparison
The maximum drawdown for EIS was -51.94%, occurring on Nov 20, 2008. Recovery took 402 trading sessions.
The maximum drawdown for FHEQ was -11.12%, occurring on Apr 21, 2025. Recovery took 134 trading sessions.
The current EIS drawdown is -11.81%. The current FHEQ drawdown is -0.88%.
| Rank | EIS | FHEQ |
|---|---|---|
| #1 | -51.94% May 30, 2008 - Jan 4, 2010 | -11.12% Dec 6, 2024 - Jun 24, 2025 |
| #2 | -41.87% Jan 3, 2022 - Dec 4, 2024 | -7.77% Feb 2, 2026 - Apr 17, 2026 |
| #3 | -40.27% Jan 18, 2011 - Jul 28, 2015 | -5.40% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -38.24% Feb 19, 2020 - Dec 17, 2020 | -4.31% Oct 28, 2025 - Dec 11, 2025 |
| #5 | -22.46% Apr 5, 2010 - Dec 10, 2010 | -4.09% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -20.88% Aug 14, 2015 - Jun 19, 2017 | -3.60% Aug 23, 2024 - Sep 19, 2024 |
| #7 | -20.06% Sep 20, 2018 - Nov 15, 2019 | -3.13% Apr 11, 2024 - May 14, 2024 |
| #8 | -16.59% Feb 18, 2025 - May 27, 2025 | -2.44% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -15.50% Jul 13, 2017 - Jan 26, 2018 | -2.30% Dec 24, 2025 - Feb 2, 2026 |
| #10 | -13.89% May 29, 2026 - Jun 26, 2026 | -2.10% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -12.40% Mar 4, 2026 - Apr 14, 2026 | -2.03% Nov 11, 2024 - Dec 2, 2024 |
| #12 | -12.01% Jan 26, 2018 - Aug 16, 2018 | -2.01% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -10.50% Jul 9, 2025 - Sep 9, 2025 | -1.84% Jul 25, 2025 - Aug 8, 2025 |
| #14 | -8.13% Jan 13, 2021 - Apr 26, 2021 | -1.71% May 14, 2026 - May 26, 2026 |
| #15 | -7.39% Nov 16, 2021 - Jan 3, 2022 | -1.40% Aug 28, 2025 - Sep 9, 2025 |
Correlation
Correlation between EIS and FHEQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2008 - 2026)
EIS vs FHEQ dividend yield comparison.
| Year | EIS | FHEQ |
|---|---|---|
| 2026 | 0.64% | 0.30% |
| 2025 | 1.44% | 0.63% |
| 2024 | 1.38% | 0.50% |
| 2023 | 1.39% | 0.00% |
| 2022 | 1.66% | 0.00% |
| 2021 | 1.04% | 0.00% |
| 2020 | 0.17% | 0.00% |
| 2019 | 2.06% | 0.00% |
| 2018 | 0.87% | 0.00% |
| 2017 | 2.02% | 0.00% |
| 2016 | 1.78% | 0.00% |
| 2015 | 2.55% | 0.00% |
| 2014 | 1.86% | 0.00% |
| 2013 | 2.20% | 0.00% |
| 2012 | 2.48% | 0.00% |
| 2011 | 3.49% | 0.00% |
| 2010 | 3.16% | 0.00% |
| 2009 | 1.43% | 0.00% |
| 2008 | 2.38% | 0.00% |
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