HEQTvsJEPQETF Comparison
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Simplify Hedged Equity ETF (HEQT) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) 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 JEPQ. HEQT is up 9.01% year-to-date (YTD) with -$38M in YTD flows. JEPQ performs better with 12.35% YTD performance, and +$10.26B in YTD flows. Run a side-by-side ETF comparison of HEQT 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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HEQT vs JEPQ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEQT JEPQ | +0.70%-1.39% | +3.77%+6.83% | +9.01%+12.35% | +10.00%+13.72% | +55.60%+82.42% | +52.17%n/a |
| Flows | HEQT JEPQ | -$4M+$1.04B | +$9M+$3.47B | -$38M+$10.26B | -$14M+$11.48B | +$128M+$33.34B | +$233M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEQT JEPQ | +7.13%+14.25% | +6.98%+15.22% | +7.65%+15.78% | +8.44%n/a |
| Max drawdown | HEQT JEPQ | -1.82%-4.67% | -5.27%-8.85% | -10.18%-20.17% | -11.66%n/a |
| Max drawdown duration | HEQT JEPQ | 36d20d | 49d76d | 149d169d | 554dn/a |
Trading data
HEQT | JEPQ | |
Last sale 10/28/2026 at 1:30 PM | $34.66 | $60.06 |
| Previous close 10/27/2026 | $34.60 | $59.70 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
HEQT | JEPQ | |
|---|---|---|
| Last price | $34.66 | $60.06 |
| 1D performance | +0.17% | +0.60% |
| AuM | $316.47 M | $43.90 B |
| E/R | 0.2% | 0.35% |
Characteristics
HEQT | JEPQ | |
|---|---|---|
| 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 3, 2022 |
| ESG | No | No |
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Exposure
Countries
HEQT
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JEPQ
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Sectors
HEQT
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JEPQ
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Diversification
HEQT
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JEPQ
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Top 15 holdings
Data as of January 1, 1970
HEQT
Data will be available soon
JEPQ
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Frequently asked questions about HEQT and JEPQ
How have the HEQT and JEPQ ETFs performed in 2026?
As of October 27, 2026, HEQT is up 9.01% year-to-date (YTD), while JEPQ has returned 12.35%. That puts JEPQ better performer ahead so far this year.
Which ETF is attracting more investor money: HEQT or JEPQ?
Year-to-date, the HEQT ETF saw -$38M in flows, compared to +$10.26B for JEPQ.
Which ETF is more volatile: HEQT or JEPQ?
Over the past year, HEQT had a volatility of 6.98%, while JEPQ experienced 15.22%.
Which ETF is bigger: HEQT or JEPQ?
As of October 27, 2026, HEQT holds $316.47 M in assets under management (AUM), while JEPQ manages $43.90 B.
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