FHEQ vs. SCHJ ETF Comparison
Comparison of Fidelity Hedged Equity ETF (FHEQ) to HCM Defender 500 Index ETF (SCHJ)
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
$27.52
Average Daily Volume
22,683
Number of Holdings
*
169
* may have additional holdings in another (foreign) market
SCHJ
HCM Defender 500 Index ETF
SCHJ Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.Grade (RS Rating)
Last Trade
$24.43
Average Daily Volume
94,728
Number of Holdings
*
436
* may have additional holdings in another (foreign) market
Performance
| Period | FHEQ | SCHJ |
|---|---|---|
| 30 Days | 1.74% | -0.56% |
| 60 Days | 5.17% | -0.86% |
| 90 Days | 5.89% | 0.51% |
| 12 Months | 7.13% |
101 Overlapping Holdings
| Symbol | Grade | Weight in FHEQ | Weight in SCHJ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.05% | 0.04% | 0.04% | |
| ABBV | F | 1.0% | 0.03% | 0.03% | |
| ADBE | C | 0.96% | 0.01% | 0.01% | |
| ADP | A | 0.16% | 0.05% | 0.05% | |
| ALL | B | 0.07% | 0.03% | 0.03% | |
| ALLE | D | 0.4% | 0.02% | 0.02% | |
| AMAT | F | 0.75% | 0.04% | 0.04% | |
| AMGN | F | 0.26% | 0.01% | 0.01% | |
| AMT | F | 0.21% | 0.01% | 0.01% | |
| AMZN | A | 3.61% | 0.04% | 0.04% | |
| AVGO | C | 1.73% | 0.02% | 0.02% | |
| AXP | B | 0.42% | 0.04% | 0.04% | |
| BAC | A | 1.13% | 0.03% | 0.03% | |
| BDX | F | 0.59% | 0.05% | 0.05% | |
| BIIB | F | 0.22% | 0.1% | 0.1% | |
| BK | B | 0.35% | 0.01% | 0.01% | |
| BMY | B | 0.77% | 0.02% | 0.02% | |
| C | B | 0.53% | 0.03% | 0.03% | |
| CAH | B | 0.42% | 0.02% | 0.02% | |
| CAT | B | 0.48% | 0.02% | 0.02% | |
| CI | D | 0.65% | 0.02% | 0.02% | |
| CL | F | 0.55% | 0.0% | 0.0% | |
| CLX | A | 0.19% | 0.03% | 0.03% | |
| CMCSA | B | 0.83% | 0.01% | 0.01% | |
| CME | B | 0.36% | 0.07% | 0.07% | |
| COST | B | 0.45% | 0.0% | 0.0% | |
| CRM | B | 1.23% | 0.02% | 0.02% | |
| CSCO | A | 0.8% | 0.03% | 0.03% | |
| CSX | B | 0.58% | 0.01% | 0.01% | |
| CVS | F | 0.21% | 0.01% | 0.01% | |
| CVX | A | 0.02% | 0.02% | 0.02% | |
| DIS | B | 0.42% | 0.04% | 0.04% | |
| DOC | C | 0.08% | 0.0% | 0.0% | |
| DVN | F | 0.51% | 0.02% | 0.02% | |
| ED | D | 0.04% | 0.03% | 0.03% | |
| EOG | A | 0.27% | 0.02% | 0.02% | |
| ETN | B | 0.15% | 0.05% | 0.05% | |
| FTNT | B | 0.14% | 0.03% | 0.03% | |
| GE | D | 0.45% | 0.03% | 0.03% | |
| GILD | B | 0.77% | 0.07% | 0.07% | |
| GOOGL | C | 2.05% | 0.03% | 0.03% | |
| HD | B | 1.27% | 0.01% | 0.01% | |
| IFF | F | 0.05% | 0.03% | 0.03% | |
| JNJ | D | 0.59% | 0.02% | 0.02% | |
| JPM | A | 1.75% | 0.02% | 0.02% | |
| KLAC | F | 0.57% | 0.07% | 0.07% | |
| KR | A | 0.11% | 0.02% | 0.02% | |
| L | A | 0.07% | 0.02% | 0.02% | |
| LDOS | C | 0.39% | 0.03% | 0.03% | |
| LHX | B | 0.21% | 0.03% | 0.03% | |
| LLY | F | 0.84% | 0.02% | 0.02% | |
| LMT | D | 0.73% | 0.02% | 0.02% | |
| LRCX | F | 0.24% | 0.01% | 0.01% | |
| MA | B | 1.33% | 0.04% | 0.04% | |
| MDLZ | F | 0.07% | 0.03% | 0.03% | |
| MMC | D | 0.52% | 0.02% | 0.02% | |
| MMM | C | 0.22% | 0.02% | 0.02% | |
| MRK | F | 0.66% | 0.05% | 0.05% | |
| MS | A | 0.16% | 0.03% | 0.03% | |
| MSFT | C | 5.62% | 0.05% | 0.05% | |
| MSI | B | 0.24% | 0.03% | 0.03% | |
| MU | D | 0.53% | 0.03% | 0.03% | |
| NEE | D | 0.69% | 0.0% | 0.0% | |
| NOC | D | 0.59% | 0.04% | 0.04% | |
| NSC | B | 0.26% | 0.0% | 0.0% | |
| NUE | D | 0.33% | 0.02% | 0.02% | |
| NVDA | A | 7.54% | 0.03% | 0.03% | |
| OGE | B | 0.01% | 0.01% | 0.01% | |
| ORCL | A | 0.04% | 0.06% | 0.04% | |
| PCAR | B | 0.43% | 0.0% | 0.0% | |
| PFE | F | 0.58% | 0.03% | 0.03% | |
| PG | C | 0.82% | 0.02% | 0.02% | |
| PM | B | 0.85% | 0.02% | 0.02% | |
| PPG | F | 0.32% | 0.01% | 0.01% | |
| PSA | D | 0.18% | 0.01% | 0.01% | |
| PYPL | A | 0.54% | 0.03% | 0.03% | |
| QCOM | F | 0.82% | 0.02% | 0.02% | |
| ROST | D | 0.1% | 0.02% | 0.02% | |
| RSG | B | 0.04% | 0.01% | 0.01% | |
| RTX | D | 0.45% | 0.02% | 0.02% | |
| SCCO | F | 0.04% | 0.0% | 0.0% | |
| SCHW | B | 0.53% | 0.01% | 0.01% | |
| SPG | A | 0.15% | 0.02% | 0.02% | |
| SPGI | C | 0.41% | 0.04% | 0.04% | |
| STLD | C | 0.05% | 0.02% | 0.02% | |
| T | A | 0.63% | 0.01% | 0.01% | |
| TJX | A | 0.72% | 0.02% | 0.02% | |
| TMO | F | 0.28% | 0.03% | 0.03% | |
| TMUS | A | 0.07% | 0.06% | 0.06% | |
| TT | B | 0.68% | 0.03% | 0.03% | |
| TXT | D | 0.49% | 0.0% | 0.0% | |
| UHS | D | 0.08% | 0.04% | 0.04% | |
| UNH | B | 0.58% | 0.01% | 0.01% | |
| UNM | A | 0.01% | 0.02% | 0.01% | |
| UNP | D | 0.73% | 0.0% | 0.0% | |
| V | A | 0.46% | 0.09% | 0.09% | |
| VZ | D | 0.2% | 0.02% | 0.02% | |
| WM | A | 0.38% | 0.02% | 0.02% | |
| WMT | A | 0.79% | 0.03% | 0.03% | |
| XEL | A | 0.2% | 0.02% | 0.02% | |
| XOM | B | 1.51% | 0.03% | 0.03% |
FHEQ Overweight 68 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | B | 2.96% | |
| BRK.A | B | 2.12% | |
| GOOG | C | 1.98% | |
| NFLX | A | 1.21% | |
| TSLA | B | 1.15% | |
| CTAS | B | 0.67% | |
| PGR | A | 0.64% | |
| ECL | C | 0.61% | |
| SQ | B | 0.6% | |
| ZM | B | 0.57% | |
| CMG | B | 0.55% | |
| SEIC | A | 0.54% | |
| DBX | B | 0.53% | |
| TRV | B | 0.52% | |
| CVNA | B | 0.51% | |
| EXEL | B | 0.5% | |
| IGT | F | 0.49% | |
| MSCI | B | 0.49% | |
| ZBRA | B | 0.48% | |
| CACI | C | 0.37% | |
| MEDP | D | 0.35% | |
| TDC | F | 0.34% | |
| NOW | A | 0.34% | |
| ANF | C | 0.33% | |
| WTW | A | 0.31% | |
| GRMN | A | 0.31% | |
| SKYW | B | 0.3% | |
| INCY | B | 0.28% | |
| HWM | B | 0.27% | |
| ALRM | C | 0.26% | |
| TROW | A | 0.22% | |
| GL | B | 0.2% | |
| DOCU | B | 0.2% | |
| GAP | B | 0.18% | |
| IDXX | F | 0.18% | |
| HLT | A | 0.18% | |
| LNW | F | 0.18% | |
| PEGA | B | 0.17% | |
| GEHC | D | 0.17% | |
| FTI | B | 0.17% | |
| WDAY | B | 0.16% | |
| TPH | C | 0.15% | |
| MGM | D | 0.15% | |
| UBER | F | 0.14% | |
| F | C | 0.14% | |
| SOLV | C | 0.13% | |
| VEEV | B | 0.13% | |
| GEN | B | 0.13% | |
| BAH | C | 0.12% | |
| DASH | A | 0.12% | |
| CINF | A | 0.12% | |
| QRVO | F | 0.11% | |
| NBIX | C | 0.11% | |
| AME | A | 0.1% | |
| VST | B | 0.1% | |
| PLTK | B | 0.1% | |
| ANET | C | 0.08% | |
| LYFT | B | 0.07% | |
| BCC | B | 0.07% | |
| BBWI | C | 0.07% | |
| UTHR | B | 0.06% | |
| CRUS | F | 0.06% | |
| CNC | F | 0.06% | |
| CCL | B | 0.05% | |
| LPLA | A | 0.03% | |
| MHO | D | 0.02% | |
| TWLO | B | 0.02% | |
| NWL | B | 0.01% |
FHEQ Underweight 335 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | B | -0.1% | |
| CARR | C | -0.1% | |
| MDT | D | -0.1% | |
| COP | C | -0.09% | |
| BABA | D | -0.09% | |
| DD | D | -0.09% | |
| TAP | B | -0.08% | |
| OTIS | D | -0.07% | |
| BLK | A | -0.07% | |
| STLA | F | -0.07% | |
| NI | A | -0.06% | |
| WBA | D | -0.06% | |
| CHTR | B | -0.06% | |
| KO | F | -0.05% | |
| RF | A | -0.05% | |
| MCHP | F | -0.05% | |
| SJM | F | -0.05% | |
| EMN | D | -0.05% | |
| SF | A | -0.05% | |
| HRL | F | -0.05% | |
| ATO | B | -0.05% | |
| VRSK | A | -0.05% | |
| TGT | C | -0.05% | |
| BERY | D | -0.05% | |
| SYF | B | -0.05% | |
| DLTR | F | -0.05% | |
| GS | B | -0.05% | |
| ITW | B | -0.04% | |
| DXC | B | -0.04% | |
| NTRS | A | -0.04% | |
| CMA | A | -0.04% | |
| BHP | F | -0.04% | |
| PPL | A | -0.04% | |
| FDX | B | -0.04% | |
| MLM | B | -0.04% | |
| WLK | F | -0.04% | |
| JBHT | C | -0.04% | |
| DOW | F | -0.04% | |
| VFC | C | -0.04% | |
| PH | A | -0.04% | |
| HON | B | -0.04% | |
| MOS | D | -0.04% | |
| RPRX | F | -0.04% | |
| FOXA | A | -0.04% | |
| JEF | B | -0.04% | |
| GSK | F | -0.04% | |
| LUV | B | -0.04% | |
| SBUX | B | -0.04% | |
| HCA | D | -0.04% | |
| AIG | B | -0.04% | |
| DELL | C | -0.04% | |
| AMCR | D | -0.03% | |
| TPR | A | -0.03% | |
| FAF | C | -0.03% | |
| KEYS | C | -0.03% | |
| VMC | B | -0.03% | |
| HP | C | -0.03% | |
| THG | A | -0.03% | |
| DLR | C | -0.03% | |
| EA | A | -0.03% | |
| BWA | B | -0.03% | |
| PHM | D | -0.03% | |
| SWKS | F | -0.03% | |
| EMR | A | -0.03% | |
| EQR | C | -0.03% | |
| KMPR | A | -0.03% | |
| HAS | D | -0.03% | |
| MAIN | A | -0.03% | |
| TEL | B | -0.03% | |
| RL | B | -0.03% | |
| GP | F | -0.03% | |
| ORI | A | -0.03% | |
| TME | F | -0.03% | |
| GWW | B | -0.03% | |
| BC | D | -0.03% | |
| LII | B | -0.03% | |
| JBL | C | -0.03% | |
| SNX | C | -0.03% | |
| AN | C | -0.03% | |
| MHK | D | -0.03% | |
| WB | F | -0.03% | |
| BAX | F | -0.03% | |
| CE | F | -0.03% | |
| FRT | B | -0.03% | |
| OPI | F | -0.03% | |
| FTV | C | -0.03% | |
| JD | C | -0.03% | |
| AWH | F | -0.03% | |
| JCI | A | -0.03% | |
| IP | B | -0.03% | |
| PVH | C | -0.03% | |
| JHG | A | -0.03% | |
| VNT | C | -0.03% | |
| BKU | A | -0.03% | |
| VRSN | C | -0.03% | |
| CNO | B | -0.03% | |
| KEY | B | -0.03% | |
| SWK | F | -0.03% | |
| DG | F | -0.03% | |
| MKC | D | -0.03% | |
| DGX | B | -0.03% | |
| FANG | C | -0.03% | |
| EBAY | C | -0.03% | |
| EVRG | A | -0.03% | |
| AVT | C | -0.03% | |
| ALLY | C | -0.03% | |
| HAL | C | -0.03% | |
| MPC | D | -0.03% | |
| VLO | C | -0.03% | |
| WMB | B | -0.03% | |
| LVS | C | -0.03% | |
| EPD | A | -0.03% | |
| EXC | C | -0.03% | |
| FIS | B | -0.03% | |
| ARCC | A | -0.03% | |
| BIDU | F | -0.03% | |
| USB | B | -0.03% | |
| HPE | B | -0.03% | |
| IBM | D | -0.03% | |
| HSBC | B | -0.03% | |
| TSLX | D | -0.02% | |
| TCPC | C | -0.02% | |
| FNB | B | -0.02% | |
| VLY | B | -0.02% | |
| SNV | B | -0.02% | |
| WAL | B | -0.02% | |
| ADI | D | -0.02% | |
| AIZ | A | -0.02% | |
| APD | B | -0.02% | |
| DOV | A | -0.02% | |
| LEG | F | -0.02% | |
| RGA | A | -0.02% | |
| KSS | D | -0.02% | |
| SBRA | C | -0.02% | |
| OCSL | D | -0.02% | |
| EQH | B | -0.02% | |
| GXO | B | -0.02% | |
| HTGC | D | -0.02% | |
| NEU | C | -0.02% | |
| BCSF | A | -0.02% | |
| CTVA | C | -0.02% | |
| PSEC | F | -0.02% | |
| AGO | B | -0.02% | |
| RNR | D | -0.02% | |
| HES | B | -0.02% | |
| TRMB | B | -0.02% | |
| ADM | F | -0.02% | |
| KRC | C | -0.02% | |
| TKR | F | -0.02% | |
| OC | A | -0.02% | |
| ADSK | B | -0.02% | |
| JNPR | D | -0.02% | |
| RS | C | -0.02% | |
| PNW | A | -0.02% | |
| ILMN | C | -0.02% | |
| G | B | -0.02% | |
| HRB | D | -0.02% | |
| RPM | A | -0.02% | |
| EL | F | -0.02% | |
| GBDC | B | -0.02% | |
| FHN | A | -0.02% | |
| CF | B | -0.02% | |
| DAL | A | -0.02% | |
| LNC | B | -0.02% | |
| LNT | C | -0.02% | |
| HOG | D | -0.02% | |
| PKG | B | -0.02% | |
| HUBB | C | -0.02% | |
| LAZ | C | -0.02% | |
| BR | A | -0.02% | |
| GSBD | F | -0.02% | |
| TDY | B | -0.02% | |
| BKH | A | -0.02% | |
| VOYA | B | -0.02% | |
| SLG | C | -0.02% | |
| PFG | C | -0.02% | |
| WPC | F | -0.02% | |
| MRVL | B | -0.02% | |
| ROK | B | -0.02% | |
| INTU | A | -0.02% | |
| BG | D | -0.02% | |
| NTAP | D | -0.02% | |
| SHW | A | -0.02% | |
| AON | B | -0.02% | |
| KMB | D | -0.02% | |
| A | F | -0.02% | |
| HII | F | -0.02% | |
| MCO | C | -0.02% | |
| LYB | F | -0.02% | |
| H | B | -0.02% | |
| ARE | F | -0.02% | |
| DHI | D | -0.02% | |
| CNP | B | -0.02% | |
| CNA | C | -0.02% | |
| NNN | F | -0.02% | |
| UAL | A | -0.02% | |
| EQIX | B | -0.02% | |
| WEC | B | -0.02% | |
| AWK | D | -0.02% | |
| R | B | -0.02% | |
| HBAN | A | -0.02% | |
| SRE | B | -0.02% | |
| WAB | B | -0.02% | |
| SITC | F | -0.02% | |
| ORLY | A | -0.02% | |
| CFG | B | -0.02% | |
| NDAQ | B | -0.02% | |
| LEN | D | -0.02% | |
| EXPE | B | -0.02% | |
| BKNG | A | -0.02% | |
| PEG | C | -0.02% | |
| D | D | -0.02% | |
| ABT | C | -0.02% | |
| AMP | A | -0.02% | |
| LH | B | -0.02% | |
| SYK | A | -0.02% | |
| AGR | C | -0.02% | |
| K | A | -0.02% | |
| ETR | B | -0.02% | |
| CNH | D | -0.02% | |
| MET | C | -0.02% | |
| NXPI | F | -0.02% | |
| HST | D | -0.02% | |
| GLPI | D | -0.02% | |
| STZ | D | -0.02% | |
| MO | A | -0.02% | |
| GPN | B | -0.02% | |
| CM | A | -0.02% | |
| TSN | B | -0.02% | |
| DUK | D | -0.02% | |
| ICE | C | -0.02% | |
| AL | B | -0.02% | |
| SYY | D | -0.02% | |
| UPS | C | -0.02% | |
| SLB | C | -0.02% | |
| GD | C | -0.02% | |
| VOD | F | -0.02% | |
| KDP | C | -0.02% | |
| PNC | B | -0.02% | |
| MAR | A | -0.02% | |
| BXP | D | -0.02% | |
| AER | B | -0.02% | |
| BNS | A | -0.02% | |
| DB | D | -0.02% | |
| OMC | A | -0.02% | |
| PEP | D | -0.02% | |
| ZTS | D | -0.02% | |
| CB | C | -0.02% | |
| PCG | A | -0.02% | |
| TFC | B | -0.02% | |
| DFS | B | -0.02% | |
| RY | C | -0.02% | |
| MUFG | A | -0.02% | |
| NWG | B | -0.02% | |
| INTC | C | -0.02% | |
| WFC | A | -0.02% | |
| CHD | A | -0.01% | |
| NEM | F | -0.01% | |
| BEN | C | -0.01% | |
| VNO | C | -0.01% | |
| FE | D | -0.01% | |
| BRO | B | -0.01% | |
| ALB | C | -0.01% | |
| PDM | D | -0.01% | |
| ARW | F | -0.01% | |
| CSL | B | -0.01% | |
| MAA | C | -0.01% | |
| O | D | -0.01% | |
| OHI | C | -0.01% | |
| EFX | F | -0.01% | |
| ROP | A | -0.01% | |
| AEP | D | -0.01% | |
| AFL | C | -0.01% | |
| CP | F | -0.01% | |
| DHR | F | -0.01% | |
| NKE | F | -0.01% | |
| WEST | D | -0.01% | |
| MTB | A | -0.01% | |
| ES | D | -0.01% | |
| AVB | B | -0.01% | |
| CPB | F | -0.01% | |
| HSY | F | -0.01% | |
| AMG | B | -0.01% | |
| OGS | B | -0.01% | |
| PAA | C | -0.01% | |
| APTV | F | -0.01% | |
| HUM | D | -0.01% | |
| MCK | B | -0.01% | |
| KMI | B | -0.01% | |
| VTR | C | -0.01% | |
| NFG | D | -0.01% | |
| PRU | B | -0.01% | |
| CAG | F | -0.01% | |
| GIS | F | -0.01% | |
| DTE | D | -0.01% | |
| LOW | B | -0.01% | |
| STT | B | -0.01% | |
| CCI | F | -0.01% | |
| FITB | A | -0.01% | |
| PSX | C | -0.01% | |
| BMO | A | -0.01% | |
| TD | D | -0.01% | |
| COF | B | -0.01% | |
| AZN | F | -0.01% | |
| MCD | C | -0.01% | |
| GM | B | -0.01% | |
| ZBH | C | -0.01% | |
| BA | F | -0.01% | |
| FCNCA | B | -0.0% | |
| CTRA | B | -0.0% | |
| CMS | D | -0.0% | |
| AEE | B | -0.0% | |
| CMI | A | -0.0% | |
| KIM | A | -0.0% | |
| WHR | B | -0.0% | |
| FLEX | B | -0.0% | |
| CUBE | D | -0.0% | |
| APH | B | -0.0% | |
| AZO | B | -0.0% | |
| ESS | C | -0.0% | |
| BDN | D | -0.0% | |
| BRX | A | -0.0% | |
| WU | F | -0.0% | |
| IVZ | B | -0.0% | |
| TXN | B | -0.0% | |
| LIN | D | -0.0% | |
| OKE | A | -0.0% | |
| WELL | B | -0.0% | |
| BSX | A | -0.0% | |
| EIX | C | -0.0% | |
| AES | F | -0.0% | |
| FSK | A | -0.0% | |
| MPLX | A | -0.0% | |
| DE | D | -0.0% | |
| SO | D | -0.0% |
FHEQ: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Apparel Stores
Capital Markets
Insurance - Property & Casualty
Semiconductors
Telecom Services
Aerospace & Defense
Biotechnology
Credit Services
Health Care Plans
Household & Personal Products
Specialty Industrial Machinery
Utilities - Regulated Electric
Asset Management
Banks - Global
Business Services
Communication Equipment
Diagnostics & Research
Diversified Industrials
SCHJ: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Banks - Global
Drug Manufacturers - Major
Credit Services
Diversified Industrials
Semiconductors
REIT - Office
Specialty Chemicals
Business Services
Packaged Foods
Utilities - Diversified
Aerospace & Defense
Capital Markets
Diagnostics & Research
Insurance - Life
Oil & Gas E&P
REIT - Retail
Household & Personal Products
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