FHDG vs HEDG

FHDG vs HEDG

Which is better, FHDG or HEDG?

FHDG has been ahead.

FHDG has a lower expense ratio. FHDG led over 1Y.

Lower Fees: FHDGHigher Returns (1Y): FHDG

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFHDGHEDG
Expense Ratio0.85%Best0.96%
AUM$76M$458M
Dividend Yield0.00%2.28%
Holdings1010
Volatility (annualized)-3.6%
Fund FamilyFirst Trust Portfolios (US)Equable Shares
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionNov 15, 2024Oct 13, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 6147 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FHDG has data through Dec 10, 2009 and HEDG through Oct 9, 2026.

Compare FHDG against instead:FHDG vs SPYFHDG vs QQQFHDG vs VOOFHDG vs VTIHEDG against:HEDG vs VXUS

Fees and Cost Over Time

FHDG charges 0.85% per year while HEDG charges 0.96%. On a $10,000 position that is $85 vs $96 annually, a gap of $11 per year that compounds over a long holding period. On income, FHDG currently yields 0.00% against 2.28% for HEDG.

You are not choosing between two funds in isolation.

Whichever of FHDG and HEDG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FHDGHEDG

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Frequently Asked Questions

Which is cheaper, FHDG or HEDG?

FHDG has an expense ratio of 0.85% while HEDG charges 0.96%. FHDG is the cheaper option, by $11 a year on a $10,000 investment.

Which pays a higher dividend, FHDG or HEDG?

FHDG yields 0.00% while HEDG yields 2.28%, so HEDG currently pays the higher dividend yield.

Is HEDG better than FHDG?

FHDG has a lower expense ratio. FHDG led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.