HEQQvsJEPQETF Comparison
ETF 1
HEQQ
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
This fund is part of
Options Strategies
-0.27%
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: Information Technology, Communication Services and Consumer Discretionary. HEQQ is more expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.35% for JEPQ. HEQQ is up 4.68% year-to-date (YTD) with -$1M in YTD flows. JEPQ performs better with 9.58% YTD performance, and +$5.58B 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 06/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEQQ JEPQ | +0.96%+4.29% | +5.94%+9.68% | +4.68%+9.58% | +17.15%+29.01% | n/a+76.59% | n/an/a |
| Flows | HEQQ JEPQ | -$0K+$1.06B | -$1M+$3.33B | -$1M+$5.58B | +$1M+$8.93B | -+$31.63B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEQQ JEPQ | +8.76%+13.37% | +8.02%+11.87% | n/a+15.09% | n/an/a |
| Max drawdown | HEQQ JEPQ | -4.81%-6.94% | -7.59%-8.85% | n/a-20.17% | n/an/a |
| Max drawdown duration | HEQQ JEPQ | 37d35d | 85d76d | n/a169d | n/an/a |
Trading data
HEQQ | JEPQ | |
Last sale 6/4/2026 at 1:30 PM | $60.88 | $60.73 |
| Previous close 06/03/2026 | $61.06 | $60.80 |
| Consolidated volume 06/03/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 6/4/2026 at 1:30 PM
Live
Closed
HEQQ | JEPQ | |
|---|---|---|
| Last price | $60.88 | $60.73 |
| 1D performance | -0.29% | -0.12% |
| AuM | $32.05 M | $39.95 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 | 89 | 88 |
| 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
101.24%
Other
-1.24%
JEPQ
USA
85.13%
Other
14.87%
Sectors
HEQQ
Information Techn.
52.7%
Communication Ser.
15.14%
Consumer Discreti.
12.94%
Consumer Staples
7.17%
Other
12.05%
JEPQ
Information Techn.
45.33%
Communication Ser.
12.85%
Consumer Discreti.
11.37%
Other
30.46%
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Diversification
HEQQ
Total weight of top 15 holdings out of 15
71.54%
JEPQ
Total weight of top 15 holdings out of 15
55.05%
Top 15 holdings
Data as of April 30, 2026
HEQQ
NVIDIA
10.23%
APPLE
7.94%
ALPHABET INC-CL
7.17%
MICROSOFT-T
6.81%
AMAZON.COM INC
5.87%
WALMART INC
4.71%
META PLATFORMS
4.14%
BROADCOM LIMITED
4.00%
MICRON TECHNOLOGY
3.50%
ADVANCED MICRO DEVICES
3.46%
TESLA
3.13%
US5128073062
3.06%
ANALOG DEVICES
2.60%
INTEL-T
2.60%
NETFLIX
2.32%
JEPQ
NVIDIA
8.43%
APPLE
6.54%
ALPHABET INC-CL
5.86%
MICROSOFT-T
5.32%
AMAZON.COM INC
4.90%
META PLATFORMS
3.43%
BROADCOM LIMITED
2.93%
MICRON TECHNOLOGY
2.89%
ADVANCED MICRO DEVICES
2.75%
TESLA
2.54%
WALMART INC
2.48%
US5128073062
2.15%
NETFLIX
1.91%
COSTCO WHOLESALE
1.53%
SEAGATE TECHNOLOGY HOLDINGS PLC
1.39%
Frequently asked questions about HEQQ and JEPQ
How have the HEQQ and JEPQ ETFs performed in 2026?
As of June 3, 2026, HEQQ is up 4.68% year-to-date (YTD), while JEPQ has returned 9.58%. 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 -$1M in flows, compared to +$5.58B for JEPQ.
Which ETF is more volatile: HEQQ or JEPQ?
Over the past year, HEQQ had a volatility of 8.02%, while JEPQ experienced 11.87%.
Which ETF is bigger: HEQQ or JEPQ?
As of June 3, 2026, HEQQ holds $32.05 M in assets under management (AUM), while JEPQ manages $39.95 B.
What sectors do the HEQQ and JEPQ ETFs invest in?
HEQQ leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, JEPQ focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the HEQQ ETF and JEPQ ETF?
HEQQ top holdings include NVIDIA, APPLE and ALPHABET INC-CL. JEPQ holds in its top three: NVIDIA, APPLE and ALPHABET INC-CL.
Which ETF is more diversified: HEQQ or JEPQ?
HEQQ holds 94 securities with 71.54% of its assets in the top 15. JEPQ has 92 securities and a top 15 weight of 55.05%.
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