FHEQ vs IDHQ
Comparison between FIDELITY HEDGED EQUITY ETF (FHEQ, ETF) and INVESCO S&P INTERNATIONAL DEVELOPED QUALITY ETF (IDHQ, ETF).
FHEQ vs IDHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FHEQ
$897M
Winner
IDHQ
$899M
Expense Ratio
FHEQ
0.48%
Winner
IDHQ
0.29%
Max Drawdown
Winner
FHEQ
11.49%
IDHQ
74.48%
Sharpe Ratio
FHEQ
1.14
Winner
IDHQ
1.42
5Y Beta
Winner
FHEQ
0.58
IDHQ
0.81
P/E Ratio
FHEQ
26.60
IDHQ
N/A
Forward P/E
FHEQ
19.87
IDHQ
N/A
PEG Ratio
FHEQ
0.20
IDHQ
N/A
5Y Dividends CAGR
FHEQ
N/A
IDHQ
10.26%
5Y EPS CAGR
FHEQ
28.12%
IDHQ
N/A
Debt to Equity
FHEQ
40.72%
IDHQ
N/A
P/S Ratio
FHEQ
3.82
IDHQ
N/A
P/B Ratio
FHEQ
5.40
IDHQ
N/A
FHEQ vs IDHQ - Holdings Comparison
FHEQ and IDHQ have 1 common holdings. Overlap is -0.12%
FHEQ's top 25 holdings weight is 55.14%. IDHQ's top 25 holdings weight is 56.44%.
| Rank | FHEQ | IDHQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.69% | ASML HOLDING NV (n/a) - 4.90% |
| #2 | APPLE INC (AAPL) - 7.43% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 4.86% |
| #3 | MICROSOFT CORP (MSFT) - 4.27% | NOVARTIS AG REGISTERED SHARES (n/a) - 4.62% |
| #4 | AMAZON.COM INC (AMZN) - 3.94% | NESTLE SA (n/a) - 3.70% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.56% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.74% |
| #6 | BROADCOM INC (AVGO) - 3.04% | ABB LTD (n/a) - 2.62% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.55% | SAFRAN SA (n/a) - 2.42% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.25% | NOVO NORDISK AS CLASS B (n/a) - 2.39% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.92% | ALLIANZ SE (n/a) - 2.31% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.75% | TOKYO ELECTRON LTD (n/a) - 2.22% |
| #11 | ELI LILLY AND CO (LLY) - 1.74% | SAP SE (n/a) - 2.20% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.74% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.14% |
| #13 | FIDELITY CASH CENTRAL FUND (n/a) - 1.57% | ADVANTEST CORP (n/a) - 2.04% |
| #14 | TESLA INC (TSLA) - 1.24% | UNILEVER PLC (n/a) - 2.01% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.15% | SONY GROUP CORP (n/a) - 1.80% |
| #16 | EXXON MOBIL CORP (XOM) - 1.10% | TOTALENERGIES SE (TTE) - 1.74% |
| #17 | GE AEROSPACE (GE) - 1.10% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.65% |
| #18 | ABBVIE INC (ABBV) - 1.07% | RECRUIT HOLDINGS CO LTD (n/a) - 1.59% |
| #19 | CISCO SYSTEMS INC (CSCO) - 1.01% | ZURICH INSURANCE GROUP AG (n/a) - 1.54% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.93% | GSK PLC (n/a) - 1.26% |
| #21 | INTEL CORP (INTC) - 0.86% | L'OREAL SA (n/a) - 1.21% |
| #22 | RTX CORP (RTX) - 0.83% | AGNICO EAGLE MINES LTD (AEM) - 1.19% |
| #23 | CHARLES SCHWAB CORP (SCHW) - 0.81% | TOKIO MARINE HOLDINGS INC (n/a) - 1.15% |
| #24 | AMPHENOL CORP CLASS A (APH) - 0.80% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 1.10% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.79% | BARRICK MINING CORP (n/a) - 1.04% |
| Total Holdings | 180 | 215 |
FHEQ vs IDHQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FHEQ
+0.85%
IDHQ
-2.09%
3M
FHEQ
+6.48%
Winner
IDHQ
+13.47%
6M
FHEQ
+8.84%
Winner
IDHQ
+18.69%
1Y
FHEQ
+15.66%
Winner
IDHQ
+35.54%
5Y(CAGR)
FHEQ
N/A
IDHQ
+9.51%
10Y(CAGR)
FHEQ
N/A
IDHQ
+10.58%
Max(CAGR)
Winner
FHEQ
+14.40%
IDHQ
+5.18%
FHEQ vs IDHQ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FHEQ | IDHQ |
|---|---|---|
| 2026 | +8.35% | +22.34% |
| 2025 | +13.41% | +27.58% |
| 2024 | +10.57% | +2.53% |
| 2023 | N/A | +18.87% |
| 2022 | N/A | -20.24% |
| 2021 | N/A | +10.42% |
| 2020 | N/A | +14.52% |
| 2019 | N/A | +29.03% |
| 2018 | N/A | -13.22% |
| 2017 | N/A | +28.56% |
| 2016 | N/A | +0.03% |
| 2015 | N/A | +8.51% |
| 2014 | N/A | -0.87% |
| 2013 | N/A | +13.37% |
| 2012 | N/A | +17.69% |
| 2011 | N/A | -16.78% |
| 2010 | N/A | +10.45% |
| 2009 | N/A | +40.16% |
| 2008 | N/A | -50.73% |
| 2007 | N/A | -4.34% |
FHEQ vs IDHQ Drawdown Comparison
The maximum drawdown for FHEQ was -11.12%, occurring on Apr 21, 2025. Recovery took 134 trading sessions.
The maximum drawdown for IDHQ was -73.84%, occurring on Mar 9, 2009. Recovery took 2543 trading sessions.
The current FHEQ drawdown is -0.88%. The current IDHQ drawdown is -2.23%.
| Rank | FHEQ | IDHQ |
|---|---|---|
| #1 | -11.12% Dec 6, 2024 - Jun 24, 2025 | -73.84% Dec 6, 2007 - Jan 12, 2018 |
| #2 | -7.77% Feb 2, 2026 - Apr 17, 2026 | -33.55% Sep 3, 2021 - Mar 7, 2024 |
| #3 | -5.40% Jul 16, 2024 - Aug 23, 2024 | -30.51% Jan 17, 2020 - Aug 17, 2020 |
| #4 | -4.31% Oct 28, 2025 - Dec 11, 2025 | -19.91% Jan 26, 2018 - Oct 28, 2019 |
| #5 | -4.09% Jun 2, 2026 - Jun 10, 2026 | -15.71% Jul 12, 2007 - Oct 11, 2007 |
| #6 | -3.60% Aug 23, 2024 - Sep 19, 2024 | -14.07% Sep 26, 2024 - May 15, 2025 |
| #7 | -3.13% Apr 11, 2024 - May 14, 2024 | -13.70% Oct 31, 2007 - Dec 6, 2007 |
| #8 | -2.44% Oct 6, 2025 - Oct 24, 2025 | -13.46% Feb 25, 2026 - May 6, 2026 |
| #9 | -2.30% Dec 24, 2025 - Feb 2, 2026 | -7.37% Jan 25, 2021 - Apr 15, 2021 |
| #10 | -2.10% Oct 14, 2024 - Nov 6, 2024 | -7.11% Jul 12, 2024 - Aug 21, 2024 |
| #11 | -2.03% Nov 11, 2024 - Dec 2, 2024 | -7.09% Oct 12, 2020 - Nov 5, 2020 |
| #12 | -2.01% Dec 11, 2025 - Dec 24, 2025 | -5.70% May 28, 2026 - Jun 11, 2026 |
| #13 | -1.84% Jul 25, 2025 - Aug 8, 2025 | -5.40% Mar 7, 2024 - May 14, 2024 |
| #14 | -1.71% May 14, 2026 - May 26, 2026 | -5.00% Jul 23, 2025 - Sep 8, 2025 |
| #15 | -1.40% Aug 28, 2025 - Sep 9, 2025 | -4.98% Nov 12, 2025 - Dec 10, 2025 |
Correlation
Correlation between FHEQ and IDHQ is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2007 - 2026)
FHEQ vs IDHQ dividend yield comparison.
| Year | FHEQ | IDHQ |
|---|---|---|
| 2026 | 0.30% | 1.22% |
| 2025 | 0.63% | 2.46% |
| 2024 | 0.50% | 2.41% |
| 2023 | 0.00% | 2.52% |
| 2022 | 0.00% | 3.33% |
| 2021 | 0.00% | 2.10% |
| 2020 | 0.00% | 1.60% |
| 2019 | 0.00% | 2.10% |
| 2018 | 0.00% | 2.67% |
| 2017 | 0.00% | 1.68% |
| 2016 | 0.00% | 2.36% |
| 2015 | 0.00% | 1.71% |
| 2014 | 0.00% | 1.75% |
| 2013 | 0.00% | 1.70% |
| 2012 | 0.00% | 1.92% |
| 2011 | 0.00% | 0.89% |
| 2010 | 0.00% | 3.23% |
| 2009 | 0.00% | 2.21% |
| 2008 | 0.00% | 3.71% |
| 2007 | 0.00% | 0.53% |
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