FHEQ vs. GDE ETF Comparison

Comparison of Fidelity Hedged Equity ETF (FHEQ) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
FHEQ

Fidelity Hedged Equity ETF

FHEQ Description

FHEQ is actively managed, investing in equity securities with market caps similar to the S&P 500 and Russell 1000. The fund utilizes quantitative analysis and options for downside protection.

Grade (RS Rating)

Last Trade

$27.87

Average Daily Volume

24,517

Number of Holdings *

168

* may have additional holdings in another (foreign) market
GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

GDE Description WisdomTree Efficient Gold Plus Equity Strategy Fund seeks total return by investing, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S.-listed gold futures contracts and U.S. large-cap equity securities.

Grade (RS Rating)

Last Trade

$38.88

Average Daily Volume

20,561

Number of Holdings *

488

* may have additional holdings in another (foreign) market
Performance
Period FHEQ GDE
30 Days 2.51% 2.47%
60 Days 3.80% 7.08%
90 Days 4.54% 12.48%
12 Months 63.68%
129 Overlapping Holdings
Symbol Grade Weight in FHEQ Weight in GDE Overlap
AAPL C 7.31% 6.27% 6.27%
ABBV D 1.0% 0.53% 0.53%
ADBE C 0.93% 0.46% 0.46%
ADP B 0.16% 0.24% 0.16%
ALL A 0.07% 0.08% 0.07%
AMAT F 0.7% 0.22% 0.22%
AME A 0.22% 0.1% 0.1%
AMGN D 0.24% 0.28% 0.24%
AMT D 0.24% 0.17% 0.17%
AMZN C 3.64% 4.05% 3.64%
ANET C 0.08% 0.22% 0.08%
AVGO D 1.49% 1.46% 1.46%
AXP A 0.43% 0.39% 0.39%
BAC A 1.17% 0.68% 0.68%
BAH F 0.09% 0.03% 0.03%
BDX F 0.59% 0.08% 0.08%
BIIB F 0.21% 0.02% 0.02%
BK A 0.36% 0.09% 0.09%
BLK C 0.23% 0.28% 0.23%
BMY B 0.68% 0.14% 0.14%
BRK.A B 2.19% 1.83% 1.83%
C A 0.54% 0.21% 0.21%
CAH B 0.4% 0.05% 0.05%
CAT B 0.48% 0.3% 0.3%
CI F 0.63% 0.18% 0.18%
CINF A 0.12% 0.04% 0.04%
CL D 0.58% 0.1% 0.1%
CLX B 0.2% 0.03% 0.03%
CMCSA B 0.83% 0.24% 0.24%
CME A 0.37% 0.13% 0.13%
CMG B 0.49% 0.1% 0.1%
COST B 0.45% 0.73% 0.45%
CRM B 1.09% 0.53% 0.53%
CSCO B 0.79% 0.48% 0.48%
CSX B 0.43% 0.21% 0.21%
CTAS B 0.66% 0.17% 0.17%
CVS D 0.22% 0.14% 0.14%
CVX A 0.02% 0.35% 0.02%
DASH A 0.12% 0.13% 0.12%
DIS B 0.57% 0.21% 0.21%
DVN F 0.53% 0.01% 0.01%
ECL D 0.62% 0.12% 0.12%
EOG A 0.43% 0.27% 0.27%
F C 0.15% 0.03% 0.03%
FTNT C 0.24% 0.14% 0.14%
GE D 0.45% 0.34% 0.34%
GEHC F 0.17% 0.04% 0.04%
GEN B 0.13% 0.04% 0.04%
GILD C 0.73% 0.21% 0.21%
GOOGL C 2.02% 4.12% 2.02%
HD A 1.32% 0.75% 0.75%
HLT A 0.18% 0.13% 0.13%
HWM A 0.27% 0.08% 0.08%
IDXX F 0.26% 0.05% 0.05%
INCY C 0.27% 0.06% 0.06%
JNJ D 0.61% 0.7% 0.61%
JPM A 1.82% 1.24% 1.24%
KLAC D 0.54% 0.14% 0.14%
KR B 0.11% 0.05% 0.05%
L A 0.07% 0.03% 0.03%
LDOS C 0.32% 0.03% 0.03%
LHX C 0.23% 0.08% 0.08%
LLY F 0.76% 1.37% 0.76%
LMT D 0.69% 0.23% 0.23%
LPLA A 0.03% 0.02% 0.02%
LRCX F 0.23% 0.23% 0.23%
MA C 1.34% 0.95% 0.95%
MDLZ F 0.07% 0.17% 0.07%
META D 2.87% 2.7% 2.7%
MGM D 0.22% 0.1% 0.1%
MKL A 0.09% 0.03% 0.03%
MMC B 0.52% 0.2% 0.2%
MMM D 0.22% 0.12% 0.12%
MRK F 0.69% 0.36% 0.36%
MS A 0.16% 0.43% 0.16%
MSCI C 0.49% 0.11% 0.11%
MSFT F 5.64% 5.58% 5.58%
MSI B 0.26% 0.09% 0.09%
MU D 0.47% 0.15% 0.15%
NEE D 0.73% 0.28% 0.28%
NFLX A 1.26% 0.66% 0.66%
NOC D 0.56% 0.14% 0.14%
NOW A 0.34% 0.4% 0.34%
NSC B 0.26% 0.13% 0.13%
NUE C 0.32% 0.03% 0.03%
NVDA C 7.27% 6.47% 6.47%
ORCL B 0.04% 0.92% 0.04%
PCAR B 0.42% 0.07% 0.07%
PFE D 0.56% 0.21% 0.21%
PG A 0.87% 0.76% 0.76%
PGR A 0.63% 0.24% 0.24%
PM B 0.92% 0.37% 0.37%
PPG F 0.34% 0.03% 0.03%
PSA D 0.19% 0.09% 0.09%
PYPL B 0.54% 0.19% 0.19%
QCOM F 0.84% 0.31% 0.31%
ROST C 0.1% 0.12% 0.1%
RSG A 0.2% 0.09% 0.09%
RTX C 0.44% 0.32% 0.32%
SCCO F 0.04% 0.15% 0.04%
SCHW B 0.56% 0.15% 0.15%
SOLV C 0.12% 0.03% 0.03%
SPG B 0.16% 0.12% 0.12%
SPGI C 0.28% 0.3% 0.28%
SQ B 0.59% 0.05% 0.05%
T A 0.67% 0.29% 0.29%
TJX A 0.73% 0.29% 0.29%
TMO F 0.26% 0.42% 0.26%
TMUS B 0.29% 0.49% 0.29%
TROW B 0.23% 0.02% 0.02%
TRV B 0.49% 0.1% 0.1%
TSLA B 1.26% 1.93% 1.26%
TWLO A 0.02% 0.08% 0.02%
TXT D 0.51% 0.04% 0.04%
UBER D 0.14% 0.25% 0.14%
UNH C 0.57% 1.03% 0.57%
UNP C 0.73% 0.3% 0.3%
V A 0.47% 1.19% 0.47%
VEEV C 0.12% 0.05% 0.05%
VST B 0.11% 0.07% 0.07%
VZ C 0.18% 0.32% 0.18%
WDAY B 0.16% 0.16% 0.16%
WFC A 0.15% 0.37% 0.15%
WM A 0.38% 0.1% 0.1%
WMT A 0.8% 1.23% 0.8%
XEL A 0.21% 0.05% 0.05%
XOM B 1.54% 0.97% 0.97%
ZBRA B 0.47% 0.06% 0.06%
ZM B 0.52% 0.08% 0.08%
FHEQ Overweight 39 Positions Relative to GDE
Symbol Grade Weight
GOOG C 1.74%
TT A 0.69%
SEIC B 0.54%
CVNA B 0.52%
DBX B 0.51%
IGT F 0.45%
ALLE D 0.44%
EXEL B 0.43%
ALRM C 0.4%
TDC D 0.35%
ANF C 0.33%
MEDP D 0.31%
GRMN B 0.31%
CACI D 0.3%
SKYW B 0.29%
GL B 0.2%
GAP C 0.18%
DOCU A 0.18%
LNW D 0.17%
FTI A 0.17%
PEGA A 0.16%
TPH D 0.15%
ETN A 0.15%
NBIX C 0.11%
BBWI D 0.11%
QRVO F 0.11%
PLTK B 0.1%
DOC D 0.08%
BCC B 0.07%
TENB C 0.06%
CRUS D 0.06%
LYFT C 0.06%
BLD D 0.05%
UTHR C 0.05%
QGEN D 0.04%
MHO D 0.02%
UNM A 0.01%
NWL B 0.01%
OGE B 0.01%
FHEQ Underweight 359 Positions Relative to GDE
Symbol Grade Weight
KO D -0.49%
AMD F -0.43%
BX A -0.39%
MCD D -0.38%
ABT B -0.37%
GS A -0.36%
TXN C -0.36%
ISRG A -0.36%
DHR F -0.35%
PEP F -0.34%
IBM C -0.32%
INTU C -0.32%
BKNG A -0.31%
HON B -0.31%
LOW D -0.28%
SYK C -0.28%
PLTR B -0.26%
KKR A -0.25%
APO B -0.25%
ADI D -0.25%
VRTX F -0.23%
PANW C -0.23%
FI A -0.22%
BSX B -0.22%
PLD D -0.22%
SBUX A -0.22%
EMR A -0.19%
DELL C -0.19%
ZTS D -0.18%
APH A -0.18%
SO D -0.18%
MO A -0.18%
APP B -0.17%
EPD A -0.17%
OKE A -0.17%
SHW A -0.17%
ELV F -0.17%
TEAM A -0.16%
REGN F -0.16%
PNC B -0.16%
COP C -0.16%
CRWD B -0.16%
ICE C -0.16%
MCK B -0.16%
ADSK A -0.16%
ITW B -0.16%
COF B -0.16%
PH A -0.16%
CHTR C -0.15%
DUK C -0.15%
USB A -0.15%
GM B -0.15%
GD F -0.14%
ROP B -0.14%
EQIX A -0.14%
HCA F -0.14%
GEV B -0.14%
AMP A -0.14%
TTD B -0.14%
FDX B -0.14%
ET A -0.14%
CEG D -0.13%
ORLY B -0.13%
SRE A -0.13%
DE A -0.13%
TDG D -0.13%
WELL A -0.13%
MCO B -0.13%
KMI A -0.12%
BA F -0.12%
COIN C -0.12%
WMB A -0.12%
MRVL B -0.12%
TFC A -0.12%
OVV B -0.12%
ROK B -0.11%
NKE D -0.11%
AZO C -0.11%
BKR B -0.11%
AIG B -0.11%
CTSH B -0.11%
AJG B -0.11%
STLD B -0.1%
FAST B -0.1%
O D -0.1%
AFL B -0.1%
URI B -0.1%
CARR D -0.1%
EA A -0.1%
MOS F -0.1%
PCG A -0.1%
PAYX C -0.1%
SNPS B -0.1%
D C -0.1%
DLR B -0.1%
APD A -0.1%
KMB D -0.09%
CTVA C -0.09%
PWR A -0.09%
MPLX A -0.09%
CCI D -0.09%
CPNG D -0.09%
EXC C -0.09%
HPQ B -0.09%
LEN D -0.09%
IQV D -0.09%
PRU A -0.09%
ZS C -0.09%
CDNS B -0.09%
MAR B -0.09%
KDP D -0.09%
FIS C -0.09%
NEM D -0.09%
AEP D -0.09%
TRGP B -0.09%
DHI D -0.09%
CMI A -0.09%
MET A -0.09%
RJF A -0.08%
RBLX C -0.08%
TAP C -0.08%
CBRE B -0.08%
TTWO A -0.08%
MPC D -0.08%
IT C -0.08%
VRSK A -0.08%
CPRT A -0.08%
TGT F -0.08%
VRSN F -0.08%
DFS B -0.08%
TDY B -0.08%
YUM B -0.08%
DRI B -0.08%
OTIS C -0.08%
KVUE A -0.08%
GWW B -0.08%
A D -0.08%
BEN C -0.08%
FCX D -0.08%
XYL D -0.08%
MPWR F -0.07%
DECK A -0.07%
ILMN D -0.07%
H B -0.07%
MTD D -0.07%
PSX C -0.07%
TPL A -0.07%
ABNB C -0.07%
AWK D -0.07%
AXON A -0.07%
FTV C -0.07%
LYV A -0.07%
FICO B -0.07%
ODFL B -0.07%
CE F -0.06%
VICI C -0.06%
NDAQ A -0.06%
EXR D -0.06%
DOV A -0.06%
WMG C -0.06%
VRT B -0.06%
SYY B -0.06%
HIG B -0.06%
DDOG A -0.06%
EIX B -0.06%
SYF B -0.06%
TYL B -0.06%
CHD B -0.06%
FITB A -0.06%
CG A -0.06%
WAT B -0.06%
EBAY D -0.06%
HOLX D -0.06%
STT A -0.06%
WAB B -0.06%
GLW B -0.06%
BSY D -0.06%
VLO C -0.06%
KEYS A -0.06%
ALNY D -0.06%
SWKS F -0.06%
WLK D -0.06%
EFX F -0.06%
WEC A -0.06%
INTC D -0.06%
MRO B -0.06%
MTB A -0.06%
BALL D -0.06%
HPE B -0.06%
TER D -0.06%
EXPD D -0.06%
CNP B -0.06%
RMD C -0.06%
DD D -0.06%
TSCO D -0.05%
PODD C -0.05%
NTRS A -0.05%
IOT A -0.05%
ACI C -0.05%
CPAY A -0.05%
FDS B -0.05%
UPS C -0.05%
DAL C -0.05%
COR B -0.05%
CNC D -0.05%
ETR B -0.05%
EXPE B -0.05%
AVB B -0.05%
HRL D -0.05%
GPC D -0.05%
LUV C -0.05%
GIS D -0.05%
PEG A -0.05%
TSN B -0.05%
ED D -0.05%
HST C -0.05%
DT C -0.05%
ES D -0.05%
STZ D -0.05%
GLPI C -0.04%
WRB A -0.04%
BBY D -0.04%
HUBS A -0.04%
MANH D -0.04%
CF B -0.04%
UAL A -0.04%
HUM C -0.04%
SNA A -0.04%
RIVN F -0.04%
VMC B -0.04%
SWK D -0.04%
PHM D -0.04%
NET B -0.04%
BRO B -0.04%
CDW F -0.04%
HSY F -0.04%
FSLR F -0.04%
ATO A -0.04%
IFF D -0.04%
SSNC B -0.04%
RF A -0.04%
LH C -0.04%
IR B -0.04%
K A -0.04%
SUI D -0.04%
AVTR F -0.04%
IPG D -0.04%
AEE A -0.04%
WPC D -0.04%
EQR B -0.04%
ANSS B -0.04%
FCNCA A -0.04%
ROKU D -0.04%
BR A -0.04%
CSL C -0.04%
MCHP D -0.04%
CFG B -0.04%
HBAN A -0.04%
VTR C -0.04%
CRBG B -0.04%
ON D -0.04%
NTAP C -0.04%
CMS C -0.04%
NWSA B -0.04%
AVY D -0.04%
ARES A -0.04%
LBRDK C -0.04%
DTE C -0.04%
SNAP C -0.04%
FANG D -0.04%
MKC D -0.04%
SJM D -0.04%
IRM D -0.03%
KHC F -0.03%
BLDR D -0.03%
PINS D -0.03%
WY D -0.03%
OXY D -0.03%
PPL B -0.03%
PFG D -0.03%
DOW F -0.03%
KEY B -0.03%
EW C -0.03%
NDSN B -0.03%
FNF B -0.03%
WSM B -0.03%
INVH D -0.03%
SNOW C -0.03%
ROL B -0.03%
VLTO D -0.03%
MAS D -0.03%
HEI B -0.03%
GDDY A -0.03%
J F -0.03%
GPN B -0.03%
AGR B -0.03%
WDC D -0.03%
FE C -0.03%
ESS B -0.03%
CSGP D -0.03%
SIRI C -0.03%
LII A -0.03%
HES B -0.03%
SBAC D -0.03%
MNST C -0.03%
PKG A -0.03%
OMC C -0.03%
IP B -0.03%
MAA B -0.03%
MLM B -0.03%
NVR D -0.03%
MOH F -0.03%
BMRN D -0.02%
WST C -0.02%
DPZ C -0.02%
HAL C -0.02%
RS B -0.02%
AKAM D -0.02%
ERIE D -0.02%
ENTG D -0.02%
MORN B -0.02%
ARE D -0.02%
ZBH C -0.02%
EQT B -0.02%
DGX A -0.02%
MDB C -0.02%
CAG D -0.02%
WBD C -0.02%
JBHT C -0.02%
TW A -0.02%
PTC A -0.02%
HUBB B -0.02%
ENPH F -0.02%
OC A -0.02%
DKNG B -0.02%
ADM D -0.02%
WSO A -0.02%
GGG B -0.02%
JBL B -0.01%
DG F -0.01%
KIM A -0.01%
EL F -0.01%
DLTR F -0.01%
ALGN D -0.01%
RPM A -0.01%
LVS C -0.01%
MRNA F -0.01%
BAX D -0.01%
IEX B -0.01%
DXCM D -0.01%
ULTA F -0.01%
POOL C -0.01%
CTRA B -0.01%
WBA F -0.0%
SMCI F -0.0%
LKQ D -0.0%
LW C -0.0%
ALB C -0.0%
EPAM C -0.0%
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