FHEQ vs FDD
Comparison between FIDELITY HEDGED EQUITY ETF (FHEQ, ETF) and FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND (FDD, ETF).
FHEQ vs FDD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FHEQ
$884M
Winner
FDD
$884M
Expense Ratio
Winner
FHEQ
0.48%
FDD
0.56%
Max Drawdown
Winner
FHEQ
11.49%
FDD
76.57%
Sharpe Ratio
FHEQ
1.33
Winner
FDD
1.72
5Y Beta
Winner
FHEQ
0.58
FDD
0.65
P/E Ratio
FHEQ
26.10
FDD
N/A
Forward P/E
FHEQ
20.27
FDD
N/A
PEG Ratio
FHEQ
0.24
FDD
N/A
5Y Dividends CAGR
FHEQ
N/A
FDD
7.48%
5Y EPS CAGR
FHEQ
29.17%
FDD
N/A
Debt to Equity
FHEQ
48.65%
FDD
N/A
P/S Ratio
FHEQ
3.70
FDD
N/A
P/B Ratio
FHEQ
5.51
FDD
N/A
FHEQ vs FDD - Holdings Comparison
FHEQ and FDD have 1 common holdings. Overlap is -0.21%
FHEQ's top 25 holdings weight is 57.38%. FDD's top 25 holdings weight is 89.11%.
| Rank | FHEQ | FDD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.62% | LEGAL & GENERAL GROUP PLC (n/a) - 5.70% |
| #2 | APPLE INC (AAPL) - 7.46% | TELEPERFORMANCE SE (n/a) - 5.19% |
| #3 | MICROSOFT CORP (MSFT) - 4.91% | SIGNIFY NV (n/a) - 5.02% |
| #4 | AMAZON.COM INC (AMZN) - 4.03% | AKER BP ASA (n/a) - 4.59% |
| #5 | BROADCOM INC (AVGO) - 3.78% | TAYLOR WIMPEY PLC (n/a) - 4.33% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.43% | INVESTEC PLC (n/a) - 4.27% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.55% | AEGON LTD (n/a) - 4.16% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.21% | ABN AMRO BANK NV (n/a) - 3.74% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.14% | B&M EUROPEAN VALUE RETAIL PLC (n/a) - 3.61% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.78% | NATWEST GROUP PLC (n/a) - 3.53% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.53% | ASR NEDERLAND NV (n/a) - 3.31% |
| #12 | ELI LILLY AND CO (LLY) - 1.50% | NN GROUP NV (n/a) - 3.30% |
| #13 | FIDELITY CASH CENTRAL FUND (n/a) - 1.46% | COVIVIO SA (n/a) - 3.26% |
| #14 | TESLA INC (TSLA) - 1.28% | RIO TINTO PLC ORDINARY SHARES (n/a) - 3.19% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.28% | POSTE ITALIANE SPA (n/a) - 3.14% |
| #16 | EXXON MOBIL CORP (XOM) - 1.14% | HSBC HOLDINGS PLC (n/a) - 3.04% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.12% | ORLEN SA (n/a) - 3.03% |
| #18 | MASTERCARD INC CLASS A (MA) - 1.02% | VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 2.94% |
| #19 | GE AEROSPACE (GE) - 1.02% | CREDIT AGRICOLE SA (n/a) - 2.91% |
| #20 | ABBVIE INC (ABBV) - 0.98% | RUBIS SCA SHS FROM SPLIT (n/a) - 2.88% |
| #21 | MORGAN STANLEY (MS) - 0.91% | SCOR SE ACT. PROV. REGPT. (n/a) - 2.87% |
| #22 | AMPHENOL CORP CLASS A (APH) - 0.84% | BNP PARIBAS ACT. CAT.A (n/a) - 2.87% |
| #23 | INTEL CORP (INTC) - 0.83% | ING GROEP NV (n/a) - 2.82% |
| #24 | LINDE PLC (LIN) - 0.81% | AGEAS SA/ NV (n/a) - 2.78% |
| #25 | FORTINET INC (FTNT) - 0.75% | MERCEDES-BENZ GROUP AG (n/a) - 2.63% |
| Total Holdings | 168 | 36 |
FHEQ vs FDD - Historical Returns
Returns include dividend reinvestment.
1M
FHEQ
+0.30%
Winner
FDD
+2.43%
3M
FHEQ
+9.34%
Winner
FDD
+13.92%
6M
FHEQ
+6.58%
Winner
FDD
+17.76%
1Y
FHEQ
+17.28%
Winner
FDD
+33.46%
5Y(CAGR)
FHEQ
N/A
FDD
+11.31%
10Y(CAGR)
FHEQ
N/A
FDD
+10.72%
Max(CAGR)
Winner
FHEQ
+14.30%
FDD
+2.60%
FHEQ vs FDD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FHEQ | FDD |
|---|---|---|
| 2026 | +6.58% | +11.74% |
| 2025 | +13.41% | +63.19% |
| 2024 | +10.57% | +0.98% |
| 2023 | N/A | +11.77% |
| 2022 | N/A | -16.60% |
| 2021 | N/A | +14.76% |
| 2020 | N/A | -4.96% |
| 2019 | N/A | +24.34% |
| 2018 | N/A | -9.47% |
| 2017 | N/A | +18.18% |
| 2016 | N/A | +3.66% |
| 2015 | N/A | -2.13% |
| 2014 | N/A | -0.26% |
| 2013 | N/A | +17.15% |
| 2012 | N/A | +9.83% |
| 2011 | N/A | -9.86% |
| 2010 | N/A | -1.26% |
| 2009 | N/A | +31.14% |
| 2008 | N/A | -60.17% |
| 2007 | N/A | +1.65% |
FHEQ vs FDD Drawdown Comparison
The maximum drawdown for FHEQ was -11.12%, occurring on Apr 21, 2025. Recovery took 134 trading sessions.
The maximum drawdown for FDD was -74.73%, occurring on Mar 9, 2009. Recovery took 4371 trading sessions.
The current FHEQ drawdown is -2.49%. The current FDD drawdown is -0.40%.
| Rank | FHEQ | FDD |
|---|---|---|
| #1 | -11.12% Dec 6, 2024 - Jun 24, 2025 | -74.73% Oct 31, 2007 - Mar 18, 2025 |
| #2 | -7.77% Feb 2, 2026 - Apr 17, 2026 | -12.90% Mar 18, 2025 - Apr 22, 2025 |
| #3 | -5.40% Jul 16, 2024 - Aug 23, 2024 | -9.39% Feb 26, 2026 - Apr 13, 2026 |
| #4 | -4.31% Oct 28, 2025 - Dec 11, 2025 | -5.39% Jul 23, 2025 - Aug 12, 2025 |
| #5 | -4.09% Jun 2, 2026 - Jun 10, 2026 | -5.18% Sep 4, 2007 - Sep 27, 2007 |
| #6 | -3.60% Aug 23, 2024 - Sep 19, 2024 | -5.10% Aug 22, 2025 - Nov 11, 2025 |
| #7 | -3.13% Apr 11, 2024 - May 14, 2024 | -4.87% Nov 13, 2025 - Dec 2, 2025 |
| #8 | -2.44% Oct 6, 2025 - Oct 24, 2025 | -4.69% Oct 9, 2007 - Oct 29, 2007 |
| #9 | -2.30% Dec 24, 2025 - Feb 2, 2026 | -3.97% May 26, 2026 - Jun 10, 2026 |
| #10 | -2.10% Oct 14, 2024 - Nov 6, 2024 | -3.62% Apr 17, 2026 - May 6, 2026 |
| #11 | -2.03% Nov 11, 2024 - Dec 2, 2024 | -2.47% Jul 9, 2025 - Jul 22, 2025 |
| #12 | -2.01% Dec 11, 2025 - Dec 24, 2025 | -2.43% Jan 29, 2026 - Feb 9, 2026 |
| #13 | -1.84% Jul 25, 2025 - Aug 8, 2025 | -1.88% Oct 5, 2007 - Oct 9, 2007 |
| #14 | -1.71% May 14, 2026 - May 26, 2026 | -1.70% Feb 9, 2026 - Feb 20, 2026 |
| #15 | -1.40% Aug 28, 2025 - Sep 9, 2025 | -1.57% Oct 1, 2007 - Oct 5, 2007 |
Correlation
Correlation between FHEQ and FDD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
FHEQ vs FDD dividend yield comparison.
| Year | FHEQ | FDD |
|---|---|---|
| 2026 | 0.18% | 0.31% |
| 2025 | 0.63% | 3.99% |
| 2024 | 0.50% | 7.65% |
| 2023 | 0.00% | 6.85% |
| 2022 | 0.00% | 6.07% |
| 2021 | 0.00% | 3.44% |
| 2020 | 0.00% | 4.01% |
| 2019 | 0.00% | 4.69% |
| 2018 | 0.00% | 5.05% |
| 2017 | 0.00% | 2.78% |
| 2016 | 0.00% | 4.88% |
| 2015 | 0.00% | 4.35% |
| 2014 | 0.00% | 4.30% |
| 2013 | 0.00% | 3.62% |
| 2012 | 0.00% | 4.96% |
| 2011 | 0.00% | 5.58% |
| 2010 | 0.00% | 4.10% |
| 2009 | 0.00% | 3.54% |
| 2008 | 0.00% | 10.79% |
| 2007 | 0.00% | 0.80% |
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