FHEQ Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Full metrics table
| Category | US Equities - Quant Strat | Expense | 0.48% | Return% 1Y | 9.92% | Total Holdings | 193 | Perf Week | -0.36% | Volume | 47,274 |
| Asset Type | Equities (Stocks) | AUM | $1.00B | Return% 3Y | - | NAV | $33.43 | Perf Month | -0.5% | Avg Volume | 0.08M |
| ETF Type | US Equities | Dividend TTM | $0.2 (0.59%) | Return% 5Y | - | 52W High | -3.01% | Perf Quarter | 2.22% | Rel Volume | 0.59 |
| Active/Passive | Active | Div Gr. 3/5Y | - | Return% 10Y | - | 52W Low | 16.37% | Perf Half Y | 5.7% | Prev Close | $33.47 |
| IPO | 2024/4/11 | Flows% 1M | 2.41% | Return% SI | 12.98% | RSI (14) | 45.2 | Perf YTD | 8.57% | Price | $33.56 |
| Beta | 0.8 | Flows% 3M | 8.03% | Flows% YTD | 21.57% | Flows% 1Y | 56.38% | Perf Year | 7.46% | Volatility(W/M) | 0.67% 0.76% |
| SMA20 | -0.59% | SMA50 | -0.85% | SMA200 | 3.53% | ATR | 0.27 | ||||
Fidelity Hedged Equity ETF seeks capital appreciation. Normally investing at least 80% of assets in equity securities. Investing in equity securities of companies with market capitalizations generally similar to companies in the S&P 500 Index or Russell 1000 Index. Generally using computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the S&P 500 Index.
The top 10 make up 39% of the fund
Largest sectors first.
Over the past 1 year, on the higher side
3% below its 1-year high.
Traded less than usual. That is 59% of its average volume.
Long-term returns are roughly flat
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The price swings moderately
At its worst (December 2024) it fell 11% and took 64 days to recover.
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The dividend is on the small side
Pays 0.59% annually in dividends.
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Money keeps flowing in
Over the past year, new money equal to 56.4% of assets came in.
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BHDG Nicholas Bitcoin Tail ETF 15M 
HELO JPMorgan Hedged Equity Laddered Overlay ETF 0.5% 
CBOX Calamos Tax-Aware Collateral ETF 0.14% 
INFO Harbor PanAgora Dynamic Large Cap Core ETF 0.35% 
SFTY Horizon Managed Risk ETF 0.77% 
CAOS Alpha Architect Tail Risk ETF 0.63% 
XBOX Roundhill Box Spread ETF 0.14% 
SELV SEI QiM U.S. Large Cap Low Volatility Active ETF 0.15% 
FAQ
How many holdings does FHEQ have?
FHEQ holds a total of 193 securities, with an AUM of approximately $1.0B.
Does FHEQ pay dividends (distributions)?
FHEQ's distribution yield is approximately 0.59%.
What is the 52-week high and low for FHEQ?
FHEQ has recorded a 52-week high of $34.60 and a low of $28.84.
