HEQTvsJEPIETF Comparison
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Simplify Hedged Equity ETF (HEQT) and JPMorgan Equity Premium Income ETF (JEPI) belong to the same industry segment: Options Strategies. HEQT is less expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.35% for JEPI. HEQT is up 8.56% year-to-date (YTD) with -$38M in YTD flows. JEPI performs worse with 5.97% YTD performance, and +$4.38B in YTD flows. Run a side-by-side ETF comparison of HEQT and JEPI 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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HEQT vs JEPI performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEQT JEPI | +0.29%+1.65% | +3.34%+1.89% | +8.56%+5.97% | +9.55%+7.33% | +54.77%+39.43% | n/a+41.91% |
| Flows | HEQT JEPI | -$4M-$146M | +$9M+$279M | -$38M+$4.38B | -$14M+$4.96B | +$125M+$14.48B | -+$41.38B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEQT JEPI | +7.15%+6.34% | +6.99%+8.11% | +7.65%+10.04% | n/a+11.15% |
| Max drawdown | HEQT JEPI | -1.82%-3.20% | -5.27%-6.70% | -10.18%-13.24% | n/a-13.83% |
| Max drawdown duration | HEQT JEPI | 36d62d | 49d156d | 149d180d | n/a420d |
Trading data
HEQT | JEPI | |
Last sale 10/27/2026 at 1:30 PM | $34.60 | $57.23 |
| Previous close 10/26/2026 | $34.46 | $57.08 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
HEQT | JEPI | |
|---|---|---|
| Last price | $34.60 | $57.23 |
| 1D performance | +0.41% | +0.26% |
| AuM | $315.18 M | $45.82 B |
| E/R | 0.2% | 0.35% |
Characteristics
HEQT | JEPI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Simplify | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 2, 2021 | May 20, 2020 |
| ESG | No | No |
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Exposure
Countries
HEQT
Data will be available soon
JEPI
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Sectors
HEQT
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JEPI
Data will be available soon
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Diversification
HEQT
Data will be available soon
JEPI
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Top 15 holdings
Data as of January 1, 1970
HEQT
Data will be available soon
JEPI
Data will be available soon
Frequently asked questions about HEQT and JEPI
How have the HEQT and JEPI ETFs performed in 2026?
As of October 26, 2026, HEQT is up 8.56% year-to-date (YTD), while JEPI has returned 5.97%. That puts HEQT better performer ahead so far this year.
Which ETF is attracting more investor money: HEQT or JEPI?
Year-to-date, the HEQT ETF saw -$38M in flows, compared to +$4.38B for JEPI.
Which ETF is more volatile: HEQT or JEPI?
Over the past year, HEQT had a volatility of 6.99%, while JEPI experienced 8.11%.
Which ETF is bigger: HEQT or JEPI?
As of October 26, 2026, HEQT holds $315.18 M in assets under management (AUM), while JEPI manages $45.82 B.
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