IGE vs FHEQ
Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and FIDELITY HEDGED EQUITY ETF (FHEQ, ETF).
IGE vs FHEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGE
$833M
FHEQ
$830M
Expense Ratio
Winner
IGE
0.39%
FHEQ
0.48%
Max Drawdown
IGE
73.46%
Winner
FHEQ
11.49%
Sharpe Ratio
Winner
IGE
1.97
FHEQ
1.43
5Y Beta
IGE
0.68
Winner
FHEQ
0.58
P/E Ratio
Winner
IGE
23.28
FHEQ
26.59
Forward P/E
Winner
IGE
13.62
FHEQ
20.99
PEG Ratio
IGE
N/A
FHEQ
0.23
5Y Dividends CAGR
IGE
12.57%
FHEQ
N/A
5Y EPS CAGR
IGE
28.27%
Winner
FHEQ
29.25%
Debt to Equity
Winner
IGE
46.29%
FHEQ
49.05%
P/S Ratio
Winner
IGE
1.81
FHEQ
3.73
P/B Ratio
Winner
IGE
2.53
FHEQ
5.47
IGE vs FHEQ - Holdings Comparison
IGE and FHEQ have 10 common holdings. Overlap is 3.05%
IGE's top 25 holdings weight is 68.12%. FHEQ's top 25 holdings weight is 56.67%.
| Rank | IGE | FHEQ |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 10.16% | NVIDIA CORP (NVDA) - 8.41% |
| #2 | CHEVRON CORP (CVX) - 9.40% | APPLE INC (AAPL) - 7.37% |
| #3 | CONOCOPHILLIPS (COP) - 3.87% | MICROSOFT CORP (MSFT) - 4.70% |
| #4 | ENBRIDGE INC (n/a) - 3.32% | AMAZON.COM INC (AMZN) - 4.25% |
| #5 | NEWMONT CORP (NEM) - 3.08% | ALPHABET INC CLASS A (GOOGL) - 3.66% |
| #6 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.65% | BROADCOM INC (AVGO) - 3.30% |
| #7 | WILLIAMS COMPANIES INC (WMB) - 2.51% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | FREEPORT-MCMORAN INC (FCX) - 2.33% | META PLATFORMS INC CLASS A (META) - 2.22% |
| #9 | AGNICO EAGLE MINES LTD (n/a) - 2.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.87% |
| #10 | SLB LTD (SLB) - 2.24% | MICRON TECHNOLOGY INC (MU) - 1.59% |
| #11 | SUNCOR ENERGY INC (SU) - 2.10% | JPMORGAN CHASE & CO (JPM) - 1.58% |
| #12 | EOG RESOURCES INC (EOG) - 2.01% | ELI LILLY AND CO (LLY) - 1.52% |
| #13 | MARATHON PETROLEUM CORP (MPC) - 1.97% | FIDELITY CASH CENTRAL FUND (n/a) - 1.47% |
| #14 | VALERO ENERGY CORP (VLO) - 1.97% | TESLA INC (TSLA) - 1.30% |
| #15 | TC ENERGY CORP (TRP) - 1.93% | CISCO SYSTEMS INC (CSCO) - 1.23% |
| #16 | PHILLIPS 66 (PSX) - 1.88% | EXXON MOBIL CORP (XOM) - 1.20% |
| #17 | BARRICK MINING CORP (n/a) - 1.79% | MASTERCARD INC CLASS A (MA) - 1.08% |
| #18 | CRH PLC (CRH) - 1.76% | LAM RESEARCH CORP (LRCX) - 1.04% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 1.73% | ABBVIE INC (ABBV) - 1.00% |
| #20 | BAKER HUGHES CO CLASS A (BKR) - 1.71% | GE AEROSPACE (GE) - 0.99% |
| #21 | TARGA RESOURCES CORP (TRGP) - 1.56% | INTEL CORP (INTC) - 0.93% |
| #22 | ONEOK INC (OKE) - 1.55% | LINDE PLC (LIN) - 0.86% |
| #23 | WHEATON PRECIOUS METALS CORP (WPM) - 1.51% | MORGAN STANLEY (MS) - 0.86% |
| #24 | DEVON ENERGY CORP (DVN) - 1.42% | GE VERNOVA INC (GEV) - 0.76% |
| #25 | CHENIERE ENERGY INC (LNG) - 1.36% | AMPHENOL CORP CLASS A (APH) - 0.76% |
| Total Holdings | 140 | 170 |
IGE vs FHEQ - Historical Returns
Returns include dividend reinvestment.
1M
IGE
-3.62%
Winner
FHEQ
+1.58%
3M
IGE
-2.36%
Winner
FHEQ
+7.43%
6M
Winner
IGE
+19.36%
FHEQ
+5.84%
1Y
Winner
IGE
+40.86%
FHEQ
+18.74%
5Y(CAGR)
IGE
+16.51%
FHEQ
N/A
10Y(CAGR)
IGE
+9.24%
FHEQ
N/A
Max(CAGR)
IGE
+7.95%
Winner
FHEQ
+14.37%
IGE vs FHEQ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGE | FHEQ |
|---|---|---|
| 2026 | +17.11% | +6.45% |
| 2025 | +18.87% | +13.41% |
| 2024 | +7.10% | +10.57% |
| 2023 | +6.22% | N/A |
| 2022 | +31.15% | N/A |
| 2021 | +38.01% | N/A |
| 2020 | -19.74% | N/A |
| 2019 | +15.24% | N/A |
| 2018 | -23.01% | N/A |
| 2017 | -0.50% | N/A |
| 2016 | +30.28% | N/A |
| 2015 | -24.89% | N/A |
| 2014 | -9.16% | N/A |
| 2013 | +13.43% | N/A |
| 2012 | -1.17% | N/A |
| 2011 | -8.30% | N/A |
| 2010 | +19.38% | N/A |
| 2009 | +30.69% | N/A |
| 2008 | -43.73% | N/A |
| 2007 | +38.51% | N/A |
| 2006 | +11.89% | N/A |
| 2005 | +40.03% | N/A |
| 2004 | +24.17% | N/A |
| 2003 | +30.72% | N/A |
| 2002 | -13.54% | N/A |
| 2001 | +5.48% | N/A |
IGE vs FHEQ Drawdown Comparison
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The maximum drawdown for FHEQ was -11.12%, occurring on Apr 21, 2025. Recovery took 134 trading sessions.
The current IGE drawdown is -5.80%. The current FHEQ drawdown is -2.61%.
| Rank | IGE | FHEQ |
|---|---|---|
| #1 | -67.55% Jul 3, 2014 - Mar 10, 2022 | -11.12% Dec 6, 2024 - Jun 24, 2025 |
| #2 | -61.55% May 20, 2008 - Jun 12, 2014 | -7.77% Feb 2, 2026 - Apr 17, 2026 |
| #3 | -31.20% Apr 2, 2002 - Dec 17, 2003 | -5.40% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -25.68% Jun 7, 2022 - Mar 13, 2024 | -4.31% Oct 28, 2025 - Dec 11, 2025 |
| #5 | -19.49% Nov 22, 2024 - Aug 27, 2025 | -3.60% Aug 23, 2024 - Sep 19, 2024 |
| #6 | -18.06% May 10, 2006 - Mar 29, 2007 | -3.13% Apr 11, 2024 - May 14, 2024 |
| #7 | -16.15% Jan 3, 2008 - Apr 16, 2008 | -2.61% Jun 2, 2026 - Jun 5, 2026 |
| #8 | -14.70% Sep 29, 2005 - Jan 4, 2006 | -2.44% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -14.26% Mar 4, 2005 - Jun 17, 2005 | -2.30% Dec 24, 2025 - Feb 2, 2026 |
| #10 | -13.77% Jul 19, 2007 - Sep 20, 2007 | -2.10% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -11.17% Jan 31, 2006 - Apr 17, 2006 | -2.03% Nov 11, 2024 - Dec 2, 2024 |
| #12 | -9.92% Nov 6, 2007 - Dec 28, 2007 | -2.01% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -9.49% Apr 20, 2022 - May 26, 2022 | -1.84% Jul 25, 2025 - Aug 8, 2025 |
| #14 | -8.96% Apr 5, 2024 - Oct 4, 2024 | -1.71% May 14, 2026 - May 26, 2026 |
| #15 | -8.08% Dec 28, 2001 - Feb 25, 2002 | -1.40% Aug 28, 2025 - Sep 9, 2025 |
Correlation
Correlation between IGE and FHEQ is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2001 - 2026)
IGE vs FHEQ dividend yield comparison.
| Year | IGE | FHEQ |
|---|---|---|
| 2026 | 0.41% | 0.18% |
| 2025 | 2.32% | 0.63% |
| 2024 | 2.54% | 0.50% |
| 2023 | 2.85% | 0.00% |
| 2022 | 2.96% | 0.00% |
| 2021 | 2.92% | 0.00% |
| 2020 | 3.34% | 0.00% |
| 2019 | 5.55% | 0.00% |
| 2018 | 2.68% | 0.00% |
| 2017 | 2.11% | 0.00% |
| 2016 | 1.66% | 0.00% |
| 2015 | 3.08% | 0.00% |
| 2014 | 1.83% | 0.00% |
| 2013 | 1.50% | 0.00% |
| 2012 | 1.56% | 0.00% |
| 2011 | 1.19% | 0.00% |
| 2010 | 1.38% | 0.00% |
| 2009 | 1.05% | 0.00% |
| 2008 | 1.36% | 0.00% |
| 2007 | 0.81% | 0.00% |
| 2006 | 1.14% | 0.00% |
| 2005 | 0.97% | 0.00% |
| 2004 | 1.09% | 0.00% |
| 2003 | 1.38% | 0.00% |
| 2002 | 1.71% | 0.00% |
| 2001 | 0.39% | 0.00% |
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