HEQQvsJEPQETF Comparison
ETF 1
HEQQ
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
This fund is part of
Options Strategies
+0%
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 down -3.26% year-to-date (YTD) with -$1M in YTD flows. JEPQ performs better with -1.71% YTD performance, and +$3.41B 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
HEQQ vs JEPQ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/02/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEQQ JEPQ | -2.78%-2.57% | -3.43%-1.71% | -3.26%-1.71% | +13.97%+19.61% | n/a+70.80% | n/an/a |
| Flows | HEQQ JEPQ | -$1M+$1.26B | -$1M+$3.41B | -$1M+$3.41B | +$1M+$9.83B | -+$30.57B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEQQ JEPQ | +10.57%+16.38% | +11.18%+18.68% | n/a+15.19% | n/an/a |
| Max drawdown | HEQQ JEPQ | -7.59%-8.85% | -7.59%-11.76% | n/a-20.17% | n/an/a |
| Max drawdown duration | HEQQ JEPQ | 64d64d | 64d29d | n/a169d | n/an/a |
Trading data
HEQQ | JEPQ | |
Last sale 4/2/2026 at 1:30 PM | $56.40 | $55.59 |
| Previous close 04/02/2026 | $56.36 | $55.52 |
| Consolidated volume 04/02/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 4/2/2026 at 1:30 PM
Live
Closed
HEQQ | JEPQ | |
|---|---|---|
| Last price | $56.40 | $55.59 |
| 1D performance | +0.07% | +0.13% |
| AuM | $29.61 M | $34.51 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 | 87 | 88 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 26, 2025 | May 3, 2022 |
| ESG | No | No |
Advertisement
Exposure
Countries
HEQQ
USA
95.32%
Other
4.68%
JEPQ
USA
79.5%
Other
20.5%
Sectors
HEQQ
Information Techn.
47.45%
Communication Ser.
14.63%
Consumer Discreti.
12.32%
Consumer Staples
7.27%
Other
18.32%
JEPQ
Information Techn.
40.14%
Communication Ser.
12.46%
Consumer Discreti.
10.7%
Other
36.69%
Advertisement
Diversification
HEQQ
Total weight of top 15 holdings out of 15
65.5%
JEPQ
Total weight of top 15 holdings out of 15
50.49%
Top 15 holdings
Data as of February 28, 2026
HEQQ
NVIDIA
9.38%
APPLE
8.27%
MICROSOFT-T
6.65%
ALPHABET INC-CL
6.63%
AMAZON.COM INC
4.78%
WALMART INC
4.66%
META PLATFORMS
4.16%
TESLA
3.52%
BROADCOM LIMITED
3.15%
MICRON TECHNOLOGY
3.02%
US5128073062
2.81%
ANALOG DEVICES
2.38%
NETFLIX
2.19%
ADVANCED MICRO DEVICES
2.10%
PEPSICO U
1.81%
JEPQ
NVIDIA
7.67%
APPLE
6.76%
ALPHABET INC-CL
5.37%
MICROSOFT-T
5.15%
AMAZON.COM INC
3.95%
META PLATFORMS
3.41%
TESLA
2.81%
MICRON TECHNOLOGY
2.48%
WALMART INC
2.44%
BROADCOM LIMITED
2.29%
US5128073062
1.96%
NETFLIX
1.79%
ADVANCED MICRO DEVICES
1.66%
COSTCO WHOLESALE
1.53%
ANALOG DEVICES
1.23%
Frequently asked questions about HEQQ and JEPQ
How have the HEQQ and JEPQ ETFs performed in 2026?
As of April 2, 2026, HEQQ is down -3.26% year-to-date (YTD), while JEPQ has lost -1.71%. 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 +$3.41B for JEPQ.
Which ETF is more volatile: HEQQ or JEPQ?
Over the past year, HEQQ had a volatility of 11.18%, while JEPQ experienced 18.68%.
Which ETF is bigger: HEQQ or JEPQ?
As of April 2, 2026, HEQQ holds $29.61 M in assets under management (AUM), while JEPQ manages $34.51 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 MICROSOFT-T. JEPQ holds in its top three: NVIDIA, APPLE and ALPHABET INC-CL.
Which ETF is more diversified: HEQQ or JEPQ?
HEQQ holds 91 securities with 65.5% of its assets in the top 15. JEPQ has 92 securities and a top 15 weight of 50.49%.
Advertisement
Latest news about HEQQ & JEPQ
4 Ways to Generate Income with ETFs
October 17, 2025
JEPQ
ETF Comparison: JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Versus NEOS Nasdaq 100 High Income ETF (QQQI)
August 7, 2025
JEPQ
Notable ETF Filings Recap: May 2024
June 4, 2024
JEPQ
Direxion Plans to Launch 1.5x Leveraged Versions of JEPI and JEPQ
April 19, 2024
JEPQ
Advertisement
Advertisement
