JQUAvsHEQTETF Comparison
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JPMorgan US Quality Factor ETF (JQUA) belongs to the US Multi-Factor segment. Simplify Hedged Equity ETF (HEQT) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. JQUA is less expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.53% for HEQT. JQUA is up 17.19% year-to-date (YTD) with -$23M in YTD flows. HEQT performs worse with 7.16% YTD performance, and -$56M in YTD flows. Run a side-by-side ETF comparison of JQUA and HEQT 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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JQUA vs HEQT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JQUA HEQT | -1.65%-1.16% | +2.43%+1.88% | +17.19%+7.16% | +19.13%+10.93% | +71.67%+45.74% | +83.90%n/a |
| Flows | JQUA HEQT | +$234M-$6M | +$447M-$28M | -$23M-$56M | +$220M-$37M | +$3.77B+$108M | +$5.44B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JQUA HEQT | +11.29%+7.13% | +12.13%+6.90% | +13.79%+7.71% | +15.81%n/a |
| Max drawdown | JQUA HEQT | -3.43%-1.91% | -7.13%-5.27% | -16.77%-10.18% | -22.44%n/a |
| Max drawdown duration | JQUA HEQT | 33d16d | 77d49d | 134d149d | 560dn/a |
Trading data
JQUA | HEQT | |
Last sale 9/16/2026 at 6:42 PM | $73.75 | $34.19 |
| Previous close 09/15/2026 | $73.64 | $34.11 |
| Consolidated volume 09/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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HEQT
is actively managed and doesn’t replicate an indexJQUA | HEQT | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/16/2026 at 6:42 PM
Live
Closed
JQUA | HEQT | |
|---|---|---|
| Last price | $73.75 | $34.19 |
| 1D performance | +0.15% | +0.23% |
| AuM | $8.76 B | $294.12 M |
| E/R | 0.12% | 0.53% |
Characteristics
JQUA | HEQT | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | J.P. Morgan Asset Management | Simplify |
| Benchmark | JP Morgan US Quality Factor Index | - |
| N° of holdings | 307 | 501 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 9, 2017 | November 2, 2021 |
| ESG | No | No |
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Exposure
Countries
JQUA
USA
96%
Other
4%
HEQT
USA
96.95%
Other
3.05%
Sectors
JQUA
Technology
41.98%
Finance
14.91%
Healthcare
9.27%
Consumer Non-Cycl.
7.27%
Industrials
7.19%
Other
19.38%
HEQT
Technology
44.49%
Finance
13.93%
Healthcare
8.93%
Consumer Non-Cycl.
8.89%
Industrials
7.79%
Other
15.98%
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Diversification
JQUA
Total weight of top 15 holdings out of 15
25.99%
HEQT
Total weight of top 15 holdings out of 15
43.33%
Top 15 holdings
Data as of July 31, 2026
JQUA
Apple, Inc.
2.29%
Broadcom Inc.
1.98%
Advanced Micro Devices, Inc.
1.91%
NVIDIA Corp.
1.89%
Micron Technology, Inc.
1.81%
Alphabet, Inc.
1.80%
Meta Platforms, Inc.
1.79%
Visa, Inc.
1.75%
ExxonMobil Holdings Corp.
1.73%
Johnson & Johnson
1.71%
Microsoft Corp.
1.69%
Berkshire Hathaway, Inc.
1.67%
Cisco Systems, Inc.
1.34%
Mastercard, Inc.
1.34%
AbbVie, Inc.
1.28%
HEQT
Apple, Inc.
7.60%
NVIDIA Corp.
7.33%
Microsoft Corp.
5.20%
Amazon.com, Inc.
3.58%
Alphabet, Inc.
3.04%
Broadcom Inc.
2.85%
Alphabet, Inc.
2.45%
Meta Platforms, Inc.
1.84%
Micron Technology, Inc.
1.53%
JPMorgan Chase & Co.
1.46%
Berkshire Hathaway, Inc.
1.45%
Eli Lilly & Co.
1.42%
Tesla, Inc.
1.35%
Advanced Micro Devices, Inc.
1.23%
ExxonMobil Holdings Corp.
1.01%
Frequently asked questions about JQUA and HEQT
How have the JQUA and HEQT ETFs performed in 2026?
As of September 15, 2026, JQUA is up 17.19% year-to-date (YTD), while HEQT has returned 7.16%. That puts JQUA better performer ahead so far this year.
Which ETF is attracting more investor money: JQUA or HEQT?
Year-to-date, the JQUA ETF saw -$23M in flows, compared to -$56M for HEQT.
Which ETF is more volatile: JQUA or HEQT?
Over the past year, JQUA had a volatility of 12.13%, while HEQT experienced 6.9%.
Which ETF is bigger: JQUA or HEQT?
As of September 15, 2026, JQUA holds $8.76 B in assets under management (AUM), while HEQT manages $294.12 M.
What sectors do the JQUA and HEQT ETFs invest in?
JQUA leans toward sectors like Technology, Finance and Healthcare. Meanwhile, HEQT focuses on Technology, Finance and Healthcare.
What are the top holdings of the JQUA ETF and HEQT ETF?
JQUA top holdings include Apple, Inc., Broadcom Inc. and Advanced Micro Devices, Inc.. HEQT holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: JQUA or HEQT?
JQUA holds 307 securities with 25.99% of its assets in the top 15. HEQT has 504 securities and a top 15 weight of 43.33%.
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Latest news about JQUA & HEQT
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Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
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Quality For the Long Run: ETFs to Buy and Hold
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