FELC vs HEFA
Comparison between FIDELITY ENHANCED LARGE CAP CORE ETF (FELC, ETF) and ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF).
FELC vs HEFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FELC
$7B
HEFA
$7B
Expense Ratio
Winner
FELC
0.18%
HEFA
0.35%
Max Drawdown
Winner
FELC
18.95%
HEFA
32.39%
Sharpe Ratio
Winner
FELC
1.98
HEFA
1.63
5Y Beta
FELC
0.96
Winner
HEFA
0.74
P/E Ratio
FELC
26.69
HEFA
N/A
Forward P/E
FELC
21.12
HEFA
N/A
PEG Ratio
FELC
0.23
HEFA
N/A
5Y Dividends CAGR
FELC
N/A
HEFA
20.05%
5Y EPS CAGR
FELC
29.12%
HEFA
N/A
Debt to Equity
FELC
45.65%
HEFA
N/A
P/S Ratio
FELC
3.88
HEFA
N/A
P/B Ratio
FELC
5.52
HEFA
N/A
FELC vs HEFA - Holdings Comparison
FELC and HEFA have 1 common holdings. Overlap is -35.11%
FELC's top 25 holdings weight is 55.60%. HEFA's top 25 holdings weight is 156.49%.
| Rank | FELC | HEFA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.30% | ISHARES MSCI EAFE ETF (EFA) - 99.07% |
| #2 | APPLE INC (AAPL) - 7.28% | EUR/USD PURCHASED (n/a) - 34.77% |
| #3 | MICROSOFT CORP (MSFT) - 4.40% | JPY/USD PURCHASED (n/a) - 23.38% |
| #4 | AMAZON.COM INC (AMZN) - 4.12% | GBP/USD PURCHASED (n/a) - 14.71% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.71% | CHF/USD PURCHASED (n/a) - 9.14% |
| #6 | BROADCOM INC (AVGO) - 3.49% | AUD/USD PURCHASED (n/a) - 6.47% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.57% | SEK/USD PURCHASED (n/a) - 3.04% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.35% | HKD/USD PURCHASED (n/a) - 1.81% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.97% | DKK/USD PURCHASED (n/a) - 1.55% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.83% | SGD/USD PURCHASED (n/a) - 1.43% |
| #11 | ELI LILLY AND CO (LLY) - 1.52% | CASH OFFSET (n/a) - 0.94% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.42% | ILS/USD PURCHASED (n/a) - 0.84% |
| #13 | TESLA INC (TSLA) - 1.32% | NOK/USD PURCHASED (n/a) - 0.75% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.12% | NZD/USD PURCHASED (n/a) - 0.00% |
| #15 | EXXON MOBIL CORP (XOM) - 1.10% | USD CASH (n/a) - 0.00% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.08% | NZD/USD SOLD (n/a) - -0.17% |
| #17 | MASTERCARD INC CLASS A (MA) - 1.04% | NOK/USD SOLD (n/a) - -0.81% |
| #18 | GE AEROSPACE (GE) - 1.00% | ILS/USD SOLD (n/a) - -0.89% |
| #19 | ABBVIE INC (ABBV) - 0.96% | SGD/USD SOLD (n/a) - -1.48% |
| #20 | MORGAN STANLEY (MS) - 0.88% | DKK/USD SOLD (n/a) - -1.73% |
| #21 | RTX CORP (RTX) - 0.85% | HKD/USD SOLD (n/a) - -1.86% |
| #22 | LINDE PLC (LIN) - 0.84% | SEK/USD SOLD (n/a) - -3.28% |
| #23 | FIDELITY CASH CENTRAL FUND (n/a) - 0.83% | AUD/USD SOLD (n/a) - -6.80% |
| #24 | AMPHENOL CORP CLASS A (APH) - 0.82% | CHF/USD SOLD (n/a) - -9.42% |
| #25 | APPLIED MATERIALS INC (AMAT) - 0.80% | GBP/USD SOLD (n/a) - -14.97% |
| Total Holdings | 231 | 27 |
FELC vs HEFA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FELC
+5.67%
HEFA
+3.43%
3M
Winner
FELC
+11.34%
HEFA
+2.25%
6M
FELC
+12.56%
Winner
HEFA
+13.98%
1Y
Winner
FELC
+29.81%
HEFA
+25.46%
5Y(CAGR)
FELC
N/A
HEFA
+13.69%
10Y(CAGR)
FELC
N/A
HEFA
+12.48%
Max(CAGR)
Winner
FELC
+24.21%
HEFA
+10.64%
FELC vs HEFA - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | FELC | HEFA |
|---|---|---|
| 2026 | +11.45% | +8.67% |
| 2025 | +17.31% | +24.11% |
| 2024 | +26.20% | +13.79% |
| 2023 | +5.68% | +18.27% |
| 2022 | N/A | -5.86% |
| 2021 | N/A | +19.07% |
| 2020 | N/A | +0.72% |
| 2019 | N/A | +27.05% |
| 2018 | N/A | -9.58% |
| 2017 | N/A | +15.19% |
| 2016 | N/A | +8.06% |
| 2015 | N/A | +3.94% |
| 2014 | N/A | +6.13% |
FELC vs HEFA Drawdown Comparison
The maximum drawdown for FELC was -18.59%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.
The current HEFA drawdown is -0.57%.
| Rank | FELC | HEFA |
|---|---|---|
| #1 | -18.59% Jan 23, 2025 - Jun 26, 2025 | -32.39% Feb 12, 2020 - Jan 5, 2021 |
| #2 | -9.08% Feb 2, 2026 - Apr 14, 2026 | -23.14% May 27, 2015 - Mar 1, 2017 |
| #3 | -8.70% Jul 16, 2024 - Sep 19, 2024 | -15.43% Jan 23, 2018 - Apr 12, 2019 |
| #4 | -5.14% Oct 28, 2025 - Dec 5, 2025 | -14.77% Jan 4, 2022 - Jan 23, 2023 |
| #5 | -5.08% Mar 27, 2024 - May 15, 2024 | -14.28% Feb 18, 2025 - May 12, 2025 |
| #6 | -4.35% Dec 6, 2024 - Jan 23, 2025 | -9.79% Jul 12, 2024 - Oct 14, 2024 |
| #7 | -2.96% Oct 6, 2025 - Oct 24, 2025 | -9.52% Feb 25, 2026 - May 21, 2026 |
| #8 | -2.92% Jan 12, 2026 - Feb 2, 2026 | -9.48% Sep 4, 2014 - Nov 18, 2014 |
| #9 | -2.47% Dec 11, 2025 - Dec 23, 2025 | -7.49% Dec 5, 2014 - Jan 26, 2015 |
| #10 | -2.43% Nov 11, 2024 - Nov 29, 2024 | -6.87% Jul 3, 2019 - Sep 12, 2019 |
| #11 | -2.41% Oct 18, 2024 - Nov 6, 2024 | -6.78% Jul 31, 2023 - Nov 24, 2023 |
| #12 | -2.30% Jul 28, 2025 - Aug 8, 2025 | -5.83% Mar 3, 2023 - Apr 10, 2023 |
| #13 | -1.91% Dec 28, 2023 - Jan 10, 2024 | -5.59% Nov 16, 2021 - Jan 3, 2022 |
| #14 | -1.86% May 14, 2026 - May 26, 2026 | -4.97% Apr 29, 2019 - Jul 1, 2019 |
| #15 | -1.49% Feb 12, 2024 - Feb 22, 2024 | -4.84% Jun 19, 2014 - Sep 4, 2014 |
Correlation
Correlation between FELC and HEFA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2014 - 2026)
FELC vs HEFA dividend yield comparison.
| Year | FELC | HEFA |
|---|---|---|
| 2026 | 0.24% | 0.00% |
| 2025 | 0.92% | 4.40% |
| 2024 | 1.03% | 3.09% |
| 2023 | 0.04% | 3.02% |
| 2022 | 0.00% | 25.14% |
| 2021 | 0.00% | 3.06% |
| 2020 | 0.00% | 2.10% |
| 2019 | 0.00% | 7.56% |
| 2018 | 0.00% | 4.58% |
| 2017 | 0.00% | 2.55% |
| 2016 | 0.00% | 3.17% |
| 2015 | 0.00% | 3.54% |
| 2014 | 0.00% | 3.40% |
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