HEQQvsJEPQETF Comparison
ETF 1
HEQQ
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
This fund is part of
Options Strategies
+0.72%
VS
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Technology, Consumer Non-Cyclicals and Healthcare. HEQQ is more expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.35% for JEPQ. HEQQ is up 5% year-to-date (YTD) with -$3M in YTD flows. JEPQ performs better with 11.28% YTD performance, and +$8.64B in YTD flows. Run a side-by-side ETF comparison of HEQQ 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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HEQQ vs JEPQ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEQQ JEPQ | +1.56%+3.42% | +0.30%+1.55% | +5.00%+11.28% | +10.66%+21.13% | n/a+70.11% | n/an/a |
| Flows | HEQQ JEPQ | -+$1.30B | -$2M+$3.10B | -$3M+$8.64B | -$2M+$10.18B | -+$32.86B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEQQ JEPQ | +10.50%+19.63% | +9.27%+14.82% | n/a+15.84% | n/an/a |
| Max drawdown | HEQQ JEPQ | -4.68%-7.80% | -7.59%-8.85% | n/a-20.17% | n/an/a |
| Max drawdown duration | HEQQ JEPQ | 45d43d | 85d76d | n/a169d | n/an/a |
Trading data
HEQQ | JEPQ | |
Last sale 9/4/2026 at 1:30 PM | $61.38 | $59.80 |
| Previous close 09/03/2026 | $61.19 | $59.69 |
| Consolidated volume 09/03/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/4/2026 at 1:30 PM
Live
Closed
HEQQ | JEPQ | |
|---|---|---|
| Last price | $61.38 | $59.80 |
| 1D performance | +0.31% | +0.18% |
| AuM | $30.60 M | $42.30 B |
| E/R | 0.5% | 0.35% |
Characteristics
HEQQ | JEPQ | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 96 | 92 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 26, 2025 | May 3, 2022 |
| ESG | No | No |
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Exposure
Countries
HEQQ
USA
91.58%
Other
8.42%
JEPQ
USA
77.12%
Other
22.88%
Sectors
HEQQ
Technology
65.99%
Consumer Non-Cycl.
11.5%
Other
22.52%
JEPQ
Technology
56.53%
Consumer Non-Cycl.
9.69%
Other
33.78%
Diversification
HEQQ
Total weight of top 15 holdings out of 15
64.68%
JEPQ
Total weight of top 15 holdings out of 15
50.19%
Top 15 holdings
Data as of July 31, 2026
HEQQ
Apple, Inc.
8.56%
NVIDIA Corp.
8.49%
Alphabet, Inc.
6.00%
Microsoft Corp.
5.42%
Micron Technology, Inc.
5.39%
Amazon.com, Inc.
4.52%
Advanced Micro Devices, Inc.
4.17%
Walmart, Inc.
3.61%
Meta Platforms, Inc.
3.20%
Broadcom Inc.
3.11%
Lam Research Corp.
2.96%
Seagate Technology Holdings Plc
2.44%
Intel Corp.
2.42%
Tesla, Inc.
2.24%
Analog Devices, Inc.
2.14%
JEPQ
Apple, Inc.
7.14%
NVIDIA Corp.
6.91%
Alphabet, Inc.
4.93%
Micron Technology, Inc.
4.58%
Microsoft Corp.
4.30%
Amazon.com, Inc.
3.77%
Advanced Micro Devices, Inc.
3.46%
Meta Platforms, Inc.
2.64%
Broadcom Inc.
2.30%
Lam Research Corp.
2.05%
Tesla, Inc.
1.87%
Walmart, Inc.
1.85%
Seagate Technology Holdings Plc
1.73%
Cisco Systems, Inc.
1.37%
Netflix, Inc.
1.28%
Frequently asked questions about HEQQ and JEPQ
How have the HEQQ and JEPQ ETFs performed in 2026?
As of September 3, 2026, HEQQ is up 5% year-to-date (YTD), while JEPQ has returned 11.28%. That puts JEPQ better performer ahead so far this year.
Which ETF is attracting more investor money: HEQQ or JEPQ?
Year-to-date, the HEQQ ETF saw -$3M in flows, compared to +$8.64B for JEPQ.
Which ETF is more volatile: HEQQ or JEPQ?
Over the past year, HEQQ had a volatility of 9.27%, while JEPQ experienced 14.82%.
Which ETF is bigger: HEQQ or JEPQ?
As of September 3, 2026, HEQQ holds $30.60 M in assets under management (AUM), while JEPQ manages $42.30 B.
What sectors do the HEQQ and JEPQ ETFs invest in?
HEQQ leans toward sectors like Technology and Consumer Non-Cyclicals. Meanwhile, JEPQ focuses on Technology and Consumer Non-Cyclicals.
What are the top holdings of the HEQQ ETF and JEPQ ETF?
HEQQ top holdings include Apple, Inc., NVIDIA Corp. and Alphabet, Inc.. JEPQ holds in its top three: Apple, Inc., NVIDIA Corp. and Alphabet, Inc..
Which ETF is more diversified: HEQQ or JEPQ?
HEQQ holds 97 securities with 64.68% of its assets in the top 15. JEPQ has 94 securities and a top 15 weight of 50.19%.
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Direxion Plans to Launch 1.5x Leveraged Versions of JEPI and JEPQ
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