HEGDvsJEPQETF Comparison
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Swan Hedged Equity US Large Cap ETF (HEGD) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) belong to the same industry segment: Options Strategies. HEGD is more expensive with a Total Expense Ratio (TER) of 0.87%, versus 0.35% for JEPQ. HEGD is up 5.59% year-to-date (YTD) with +$96M in YTD flows. JEPQ performs better with 8.35% YTD performance, and +$10.69B in YTD flows. Run a side-by-side ETF comparison of HEGD and JEPQ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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HEGD vs JEPQ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEGD JEPQ | -0.67%-5.12% | +0.73%+2.73% | +5.59%+8.35% | +5.62%+9.75% | +51.20%+73.89% | +41.62%n/a |
| Flows | HEGD JEPQ | -$2M+$1.15B | +$20M+$3.51B | +$96M+$10.69B | +$162M+$11.93B | +$406M+$33.74B | +$474M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEGD JEPQ | +8.26%+13.77% | +7.90%+15.57% | +8.31%+15.86% | +9.32%n/a |
| Max drawdown | HEGD JEPQ | -3.13%-6.04% | -4.33%-8.85% | -8.39%-20.17% | -14.21%n/a |
| Max drawdown duration | HEGD JEPQ | 78d23d | 77d76d | 124d169d | 721dn/a |
Trading data
HEGD | JEPQ | |
Last sale 10/30/2026 at 1:30 PM | $26.65 | $57.58 |
| Previous close 10/29/2026 | $26.96 | $59.38 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
HEGD | JEPQ | |
|---|---|---|
| Last price | $26.65 | $57.58 |
| 1D performance | -1.13% | -3.03% |
| AuM | $732.42 M | $42.76 B |
| E/R | 0.87% | 0.35% |
Characteristics
HEGD | JEPQ | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Swan Capital Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 23, 2020 | May 3, 2022 |
| ESG | No | No |
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Exposure
Countries
HEGD
Data will be available soon
JEPQ
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Sectors
HEGD
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JEPQ
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Diversification
HEGD
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JEPQ
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Top 15 holdings
Data as of January 1, 1970
HEGD
Data will be available soon
JEPQ
Data will be available soon
Frequently asked questions about HEGD and JEPQ
How have the HEGD and JEPQ ETFs performed in 2026?
As of October 30, 2026, HEGD is up 5.59% year-to-date (YTD), while JEPQ has returned 8.35%. That puts JEPQ better performer ahead so far this year.
Which ETF is attracting more investor money: HEGD or JEPQ?
Year-to-date, the HEGD ETF saw +$96M in flows, compared to +$10.69B for JEPQ.
Which ETF is more volatile: HEGD or JEPQ?
Over the past year, HEGD had a volatility of 7.9%, while JEPQ experienced 15.57%.
Which ETF is bigger: HEGD or JEPQ?
As of October 30, 2026, HEGD holds $732.42 M in assets under management (AUM), while JEPQ manages $42.76 B.
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