FHEQ vs. USXF ETF Comparison
Comparison of Fidelity Hedged Equity ETF (FHEQ) to iShares ESG Advanced MSCI USA ETF (USXF)
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
$27.66
Average Daily Volume
23,917
Number of Holdings
*
169
* may have additional holdings in another (foreign) market
USXF
iShares ESG Advanced MSCI USA ETF
USXF Description
The investment seeks to track the investment results of the MSCI USA Choice ESG Screened Index (the “underlying index”). The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.Grade (RS Rating)
Last Trade
$51.25
Average Daily Volume
80,951
Number of Holdings
*
347
* may have additional holdings in another (foreign) market
Performance
| Period | FHEQ | USXF |
|---|---|---|
| 30 Days | 0.69% | 0.71% |
| 60 Days | 3.18% | 5.65% |
| 90 Days | 4.08% | 5.98% |
| 12 Months | 37.07% |
69 Overlapping Holdings
| Symbol | Grade | Weight in FHEQ | Weight in USXF | Overlap | |
|---|---|---|---|---|---|
| ADBE | D | 0.96% | 1.1% | 0.96% | |
| ADP | B | 0.16% | 0.59% | 0.16% | |
| ALLE | D | 0.4% | 0.06% | 0.06% | |
| AMAT | F | 0.75% | 0.73% | 0.73% | |
| AME | A | 0.1% | 0.21% | 0.1% | |
| AMGN | D | 0.26% | 0.76% | 0.26% | |
| AMT | D | 0.21% | 0.43% | 0.21% | |
| ANET | C | 0.08% | 0.5% | 0.08% | |
| AVGO | C | 1.73% | 3.68% | 1.73% | |
| AXP | B | 0.42% | 0.78% | 0.42% | |
| BAH | D | 0.12% | 0.11% | 0.11% | |
| BBWI | C | 0.07% | 0.03% | 0.03% | |
| BIIB | F | 0.22% | 0.12% | 0.12% | |
| BK | B | 0.35% | 0.27% | 0.27% | |
| CLX | A | 0.19% | 0.1% | 0.1% | |
| CMCSA | B | 0.83% | 0.81% | 0.81% | |
| CME | A | 0.36% | 0.39% | 0.36% | |
| CTAS | B | 0.67% | 0.39% | 0.39% | |
| DASH | A | 0.12% | 0.25% | 0.12% | |
| DOC | D | 0.08% | 0.07% | 0.07% | |
| DOCU | B | 0.2% | 0.08% | 0.08% | |
| ETN | B | 0.15% | 0.7% | 0.15% | |
| FTNT | B | 0.14% | 0.3% | 0.14% | |
| GEHC | D | 0.17% | 0.17% | 0.17% | |
| GEN | B | 0.13% | 0.08% | 0.08% | |
| GRMN | B | 0.31% | 0.16% | 0.16% | |
| HD | A | 1.27% | 1.89% | 1.27% | |
| HLT | A | 0.18% | 0.3% | 0.18% | |
| HWM | A | 0.27% | 0.21% | 0.21% | |
| IDXX | F | 0.18% | 0.17% | 0.17% | |
| IFF | D | 0.05% | 0.11% | 0.05% | |
| INCY | C | 0.28% | 0.06% | 0.06% | |
| KLAC | F | 0.57% | 0.42% | 0.42% | |
| LPLA | A | 0.03% | 0.11% | 0.03% | |
| LRCX | F | 0.24% | 0.47% | 0.24% | |
| MA | B | 1.33% | 2.07% | 1.33% | |
| MMC | D | 0.52% | 0.52% | 0.52% | |
| MS | A | 0.16% | 0.76% | 0.16% | |
| MU | D | 0.53% | 0.55% | 0.53% | |
| NBIX | C | 0.11% | 0.06% | 0.06% | |
| NOW | B | 0.34% | 1.01% | 0.34% | |
| NVDA | A | 7.54% | 17.23% | 7.54% | |
| PCAR | C | 0.43% | 0.29% | 0.29% | |
| PGR | B | 0.64% | 0.73% | 0.64% | |
| PPG | F | 0.32% | 0.13% | 0.13% | |
| PSA | C | 0.18% | 0.25% | 0.18% | |
| PYPL | B | 0.54% | 0.41% | 0.41% | |
| QCOM | F | 0.82% | 0.86% | 0.82% | |
| QRVO | F | 0.11% | 0.03% | 0.03% | |
| ROST | D | 0.1% | 0.22% | 0.1% | |
| RSG | A | 0.04% | 0.22% | 0.04% | |
| SCHW | A | 0.53% | 0.56% | 0.53% | |
| SOLV | F | 0.13% | 0.05% | 0.05% | |
| SPG | A | 0.15% | 0.27% | 0.15% | |
| SPGI | D | 0.41% | 0.76% | 0.41% | |
| STLD | B | 0.05% | 0.1% | 0.05% | |
| TJX | A | 0.72% | 0.64% | 0.64% | |
| TROW | B | 0.22% | 0.12% | 0.12% | |
| TRV | A | 0.52% | 0.28% | 0.28% | |
| TT | A | 0.68% | 0.44% | 0.44% | |
| TWLO | A | 0.02% | 0.07% | 0.02% | |
| UTHR | C | 0.06% | 0.08% | 0.06% | |
| V | A | 0.46% | 2.3% | 0.46% | |
| VEEV | C | 0.13% | 0.17% | 0.13% | |
| VZ | C | 0.2% | 0.8% | 0.2% | |
| WDAY | C | 0.16% | 0.27% | 0.16% | |
| WM | B | 0.38% | 0.43% | 0.38% | |
| WTW | B | 0.31% | 0.15% | 0.15% | |
| ZBRA | B | 0.48% | 0.1% | 0.1% |
FHEQ Overweight 100 Positions Relative to USXF
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 7.05% | |
| MSFT | D | 5.62% | |
| AMZN | B | 3.61% | |
| META | C | 2.96% | |
| BRK.A | B | 2.12% | |
| GOOGL | B | 2.05% | |
| GOOG | B | 1.98% | |
| JPM | A | 1.75% | |
| XOM | B | 1.51% | |
| CRM | B | 1.23% | |
| NFLX | A | 1.21% | |
| TSLA | A | 1.15% | |
| BAC | A | 1.13% | |
| ABBV | F | 1.0% | |
| PM | A | 0.85% | |
| LLY | F | 0.84% | |
| PG | C | 0.82% | |
| CSCO | B | 0.8% | |
| WMT | A | 0.79% | |
| GILD | C | 0.77% | |
| BMY | A | 0.77% | |
| LMT | D | 0.73% | |
| UNP | D | 0.73% | |
| NEE | C | 0.69% | |
| MRK | F | 0.66% | |
| CI | D | 0.65% | |
| T | A | 0.63% | |
| ECL | D | 0.61% | |
| SQ | A | 0.6% | |
| BDX | F | 0.59% | |
| JNJ | D | 0.59% | |
| NOC | D | 0.59% | |
| CSX | C | 0.58% | |
| UNH | C | 0.58% | |
| PFE | F | 0.58% | |
| ZM | B | 0.57% | |
| CL | D | 0.55% | |
| CMG | C | 0.55% | |
| SEIC | B | 0.54% | |
| C | B | 0.53% | |
| DBX | C | 0.53% | |
| DVN | F | 0.51% | |
| CVNA | A | 0.51% | |
| EXEL | B | 0.5% | |
| TXT | D | 0.49% | |
| IGT | F | 0.49% | |
| MSCI | B | 0.49% | |
| CAT | C | 0.48% | |
| RTX | D | 0.45% | |
| COST | A | 0.45% | |
| GE | D | 0.45% | |
| DIS | B | 0.42% | |
| CAH | B | 0.42% | |
| LDOS | C | 0.39% | |
| CACI | C | 0.37% | |
| MEDP | D | 0.35% | |
| TDC | D | 0.34% | |
| NUE | D | 0.33% | |
| ANF | C | 0.33% | |
| SKYW | B | 0.3% | |
| TMO | F | 0.28% | |
| EOG | A | 0.27% | |
| ALRM | C | 0.26% | |
| NSC | B | 0.26% | |
| MSI | B | 0.24% | |
| MMM | D | 0.22% | |
| CVS | F | 0.21% | |
| LHX | B | 0.21% | |
| GL | C | 0.2% | |
| XEL | A | 0.2% | |
| GAP | D | 0.18% | |
| LNW | F | 0.18% | |
| PEGA | B | 0.17% | |
| FTI | A | 0.17% | |
| TPH | D | 0.15% | |
| MGM | D | 0.15% | |
| UBER | F | 0.14% | |
| F | C | 0.14% | |
| CINF | A | 0.12% | |
| KR | B | 0.11% | |
| VST | A | 0.1% | |
| PLTK | B | 0.1% | |
| UHS | D | 0.08% | |
| ALL | A | 0.07% | |
| LYFT | C | 0.07% | |
| BCC | C | 0.07% | |
| L | A | 0.07% | |
| TMUS | B | 0.07% | |
| MDLZ | F | 0.07% | |
| CRUS | F | 0.06% | |
| CNC | F | 0.06% | |
| CCL | A | 0.05% | |
| ORCL | A | 0.04% | |
| SCCO | F | 0.04% | |
| ED | C | 0.04% | |
| CVX | A | 0.02% | |
| MHO | D | 0.02% | |
| UNM | A | 0.01% | |
| NWL | B | 0.01% | |
| OGE | A | 0.01% |
FHEQ Underweight 278 Positions Relative to USXF
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMD | F | -1.1% | |
| LIN | D | -1.03% | |
| TXN | C | -0.92% | |
| INTU | B | -0.92% | |
| BKNG | A | -0.8% | |
| DHR | D | -0.75% | |
| BLK | B | -0.73% | |
| LOW | C | -0.73% | |
| SYK | A | -0.63% | |
| PANW | B | -0.61% | |
| VRTX | D | -0.6% | |
| FI | A | -0.59% | |
| CB | C | -0.52% | |
| ADI | D | -0.51% | |
| INTC | C | -0.49% | |
| DE | C | -0.49% | |
| PLD | D | -0.49% | |
| ELV | F | -0.45% | |
| SHW | C | -0.44% | |
| MELI | D | -0.43% | |
| GEV | A | -0.42% | |
| REGN | F | -0.42% | |
| ICE | C | -0.42% | |
| PH | B | -0.42% | |
| EQIX | A | -0.41% | |
| APH | B | -0.41% | |
| PNC | B | -0.4% | |
| SNPS | C | -0.4% | |
| MRVL | B | -0.38% | |
| ITW | B | -0.38% | |
| WELL | A | -0.38% | |
| CDNS | B | -0.38% | |
| MCO | D | -0.37% | |
| ZTS | D | -0.37% | |
| USB | B | -0.37% | |
| CRWD | B | -0.37% | |
| AON | B | -0.35% | |
| COF | B | -0.34% | |
| TGT | B | -0.34% | |
| ORLY | B | -0.34% | |
| HCA | F | -0.33% | |
| CRH | B | -0.33% | |
| APD | A | -0.33% | |
| ADSK | B | -0.32% | |
| APO | A | -0.31% | |
| TFC | A | -0.3% | |
| AJG | B | -0.3% | |
| ROP | C | -0.29% | |
| DLR | A | -0.28% | |
| AFL | C | -0.28% | |
| NXPI | F | -0.27% | |
| URI | B | -0.27% | |
| FICO | B | -0.27% | |
| RCL | A | -0.27% | |
| AZO | C | -0.26% | |
| AMP | A | -0.26% | |
| MSTR | A | -0.26% | |
| GWW | B | -0.25% | |
| DHI | D | -0.23% | |
| FAST | B | -0.23% | |
| PWR | A | -0.23% | |
| NEM | D | -0.23% | |
| PAYX | B | -0.23% | |
| CMI | A | -0.23% | |
| WCN | A | -0.23% | |
| FIS | C | -0.23% | |
| CPRT | B | -0.23% | |
| AIG | C | -0.23% | |
| TEL | C | -0.22% | |
| VRT | A | -0.21% | |
| CCI | C | -0.21% | |
| ODFL | B | -0.21% | |
| DFS | B | -0.21% | |
| PRU | B | -0.21% | |
| KVUE | A | -0.21% | |
| FERG | C | -0.2% | |
| IR | B | -0.2% | |
| AXON | A | -0.2% | |
| IT | C | -0.2% | |
| TEAM | A | -0.19% | |
| GLW | B | -0.19% | |
| EW | C | -0.19% | |
| OTIS | C | -0.19% | |
| CTSH | C | -0.19% | |
| EA | A | -0.19% | |
| CBRE | B | -0.19% | |
| VRSK | B | -0.19% | |
| MLM | B | -0.18% | |
| SNOW | C | -0.18% | |
| YUM | D | -0.18% | |
| ACGL | D | -0.18% | |
| VMC | B | -0.18% | |
| KDP | D | -0.18% | |
| IQV | F | -0.18% | |
| A | F | -0.18% | |
| WAB | B | -0.17% | |
| MTB | A | -0.17% | |
| GIS | F | -0.17% | |
| MCHP | F | -0.17% | |
| RMD | C | -0.17% | |
| LULU | C | -0.17% | |
| CHTR | B | -0.17% | |
| AVB | B | -0.16% | |
| IRM | C | -0.16% | |
| HUM | D | -0.16% | |
| HUBS | B | -0.16% | |
| ALNY | D | -0.16% | |
| NDAQ | A | -0.16% | |
| DDOG | A | -0.16% | |
| HIG | B | -0.16% | |
| CSGP | F | -0.15% | |
| EBAY | D | -0.15% | |
| MPWR | F | -0.15% | |
| ROK | B | -0.15% | |
| RJF | A | -0.15% | |
| DXCM | C | -0.14% | |
| GPN | C | -0.14% | |
| ANSS | B | -0.14% | |
| TSCO | D | -0.14% | |
| ON | F | -0.14% | |
| XYL | D | -0.14% | |
| BR | B | -0.13% | |
| PHM | D | -0.13% | |
| MTD | F | -0.13% | |
| DECK | A | -0.13% | |
| NVR | D | -0.13% | |
| BRO | B | -0.13% | |
| NET | B | -0.13% | |
| DOV | B | -0.13% | |
| KEYS | C | -0.13% | |
| HPE | B | -0.13% | |
| STT | B | -0.13% | |
| NTAP | C | -0.12% | |
| EQR | C | -0.12% | |
| HBAN | B | -0.12% | |
| VLTO | C | -0.12% | |
| SYF | B | -0.12% | |
| AWK | C | -0.12% | |
| CDW | F | -0.12% | |
| VTR | B | -0.12% | |
| TYL | B | -0.12% | |
| SW | A | -0.12% | |
| GDDY | A | -0.12% | |
| CHD | A | -0.12% | |
| FTV | D | -0.12% | |
| ZBH | C | -0.11% | |
| WAT | C | -0.11% | |
| PTC | B | -0.11% | |
| SBAC | D | -0.11% | |
| ILMN | C | -0.11% | |
| WST | D | -0.11% | |
| RF | A | -0.11% | |
| EME | A | -0.11% | |
| HUBB | B | -0.11% | |
| OMC | C | -0.1% | |
| PFG | C | -0.1% | |
| INVH | D | -0.1% | |
| LYV | A | -0.1% | |
| WDC | F | -0.1% | |
| CBOE | C | -0.1% | |
| MDB | C | -0.1% | |
| PKG | B | -0.1% | |
| WBD | B | -0.1% | |
| CSL | C | -0.1% | |
| BLDR | D | -0.1% | |
| NTRS | A | -0.1% | |
| STE | D | -0.1% | |
| K | B | -0.1% | |
| DGX | A | -0.09% | |
| ULTA | F | -0.09% | |
| KEY | B | -0.09% | |
| RS | B | -0.09% | |
| FSLR | F | -0.09% | |
| FDS | B | -0.09% | |
| WSO | A | -0.09% | |
| BBY | D | -0.09% | |
| HOLX | D | -0.09% | |
| MOH | F | -0.09% | |
| IP | A | -0.09% | |
| BALL | D | -0.09% | |
| ZS | B | -0.09% | |
| SNA | B | -0.09% | |
| PODD | B | -0.09% | |
| MKC | D | -0.09% | |
| LII | A | -0.09% | |
| DRI | C | -0.09% | |
| TRU | D | -0.09% | |
| STX | D | -0.09% | |
| EG | D | -0.08% | |
| ENTG | F | -0.08% | |
| AVY | D | -0.08% | |
| VRSN | F | -0.08% | |
| DG | F | -0.08% | |
| OC | A | -0.08% | |
| KIM | A | -0.08% | |
| WSM | D | -0.08% | |
| EXPD | D | -0.08% | |
| FWONK | B | -0.08% | |
| TER | F | -0.08% | |
| ARE | F | -0.08% | |
| GPC | F | -0.08% | |
| PNR | B | -0.08% | |
| IEX | B | -0.08% | |
| MAS | D | -0.08% | |
| RPM | B | -0.08% | |
| MANH | D | -0.08% | |
| TRMB | B | -0.08% | |
| AKAM | F | -0.07% | |
| SWKS | F | -0.07% | |
| NDSN | D | -0.07% | |
| MRNA | F | -0.07% | |
| FFIV | B | -0.07% | |
| TOST | A | -0.07% | |
| EPAM | C | -0.07% | |
| EL | F | -0.07% | |
| AVTR | F | -0.07% | |
| RVTY | D | -0.07% | |
| ROL | B | -0.07% | |
| JBL | C | -0.07% | |
| DT | C | -0.07% | |
| ACM | B | -0.07% | |
| DPZ | C | -0.07% | |
| CF | A | -0.07% | |
| PSTG | F | -0.07% | |
| ALGN | D | -0.07% | |
| JBHT | C | -0.07% | |
| PAYC | B | -0.06% | |
| TECH | F | -0.06% | |
| BXP | D | -0.06% | |
| KMX | C | -0.06% | |
| SJM | D | -0.06% | |
| WPC | C | -0.06% | |
| AMH | C | -0.06% | |
| CG | B | -0.06% | |
| JNPR | D | -0.06% | |
| DAY | B | -0.06% | |
| BMRN | F | -0.06% | |
| OKTA | D | -0.06% | |
| HST | D | -0.06% | |
| CHRW | B | -0.06% | |
| JKHY | D | -0.06% | |
| REG | A | -0.06% | |
| CAG | F | -0.06% | |
| SWK | F | -0.06% | |
| POOL | D | -0.06% | |
| FBIN | F | -0.05% | |
| NLY | C | -0.05% | |
| RPRX | F | -0.05% | |
| ALLY | C | -0.05% | |
| LKQ | F | -0.05% | |
| MKTX | D | -0.05% | |
| CTLT | D | -0.05% | |
| IOT | A | -0.05% | |
| AIZ | A | -0.05% | |
| IPG | F | -0.05% | |
| CRL | D | -0.05% | |
| CCK | D | -0.05% | |
| LW | C | -0.05% | |
| BSY | D | -0.04% | |
| ENPH | F | -0.04% | |
| DVA | C | -0.04% | |
| MOS | D | -0.04% | |
| CPB | D | -0.04% | |
| HSIC | C | -0.04% | |
| TTC | F | -0.04% | |
| AOS | F | -0.04% | |
| CNH | C | -0.04% | |
| HRL | D | -0.04% | |
| KNX | B | -0.04% | |
| TFX | F | -0.04% | |
| EXAS | D | -0.04% | |
| BEN | C | -0.03% | |
| UHAL | D | -0.03% | |
| WBA | F | -0.03% | |
| H | B | -0.03% | |
| AZPN | A | -0.03% | |
| BIO | C | -0.03% | |
| WLK | F | -0.02% |
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
USXF: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Semiconductors
Business Services
Diagnostics & Research
Biotechnology
Asset Management
Specialty Retail
Capital Markets
Packaged Foods
Banks - Regional - US
Credit Services
Software - Infrastructure
Specialty Chemicals
Building Materials
Semiconductor Equipment & Materials
Insurance Brokers
Medical Devices
Medical Instruments & Supplies
Packaging & Containers
Compare ETFs
