JUSAvsHEGDETF Comparison
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JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) belongs to the US Large Cap segment. Swan Hedged Equity US Large Cap ETF (HEGD) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. JUSA is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.87% for HEGD. JUSA is up 8.34% year-to-date (YTD) with +$641M in YTD flows. HEGD performs worse with 4.72% YTD performance, and +$75M in YTD flows. Run a side-by-side ETF comparison of JUSA and HEGD 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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JUSA vs HEGD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JUSA HEGD | +0.01%-0.35% | +3.07%+1.72% | +8.34%+4.72% | +16.17%+10.74% | n/a+42.78% | n/a+45.17% |
| Flows | JUSA HEGD | +$261M+$8M | +$634M+$34M | +$641M+$75M | +$644M+$204M | -+$450M | -+$501M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JUSA HEGD | +12.56%+9.02% | +12.52%+7.71% | n/a+8.26% | n/a+9.26% |
| Max drawdown | JUSA HEGD | -4.44%-3.16% | -8.92%-4.33% | n/a-8.39% | n/a-14.21% |
| Max drawdown duration | JUSA HEGD | 55d55d | 63d77d | n/a124d | n/a721d |
Trading data
JUSA | HEGD | |
Last sale 7/28/2026 at 1:30 PM | $66.77 | $26.48 |
| Previous close 07/27/2026 | $66.70 | $26.41 |
| Consolidated volume 07/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/28/2026 at 1:30 PM
Live
Closed
JUSA | HEGD | |
|---|---|---|
| Last price | $66.77 | $26.48 |
| 1D performance | +0.10% | +0.27% |
| AuM | $671.15 M | $706.30 M |
| E/R | 0.18% | 0.87% |
Characteristics
JUSA | HEGD | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | Swan Capital Management |
| Benchmark | - | - |
| N° of holdings | 244 | 496 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 13, 2025 | December 23, 2020 |
| ESG | No | No |
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Exposure
Countries
JUSA
USA
96.06%
Other
3.94%
HEGD
USA
89.01%
Other
10.99%
Sectors
JUSA
Technology
44.88%
Finance
14.06%
Consumer Non-Cycl.
8.84%
Healthcare
8.64%
Industrials
8.02%
Other
15.56%
HEGD
Technology
41.81%
Finance
12.01%
Consumer Non-Cycl.
8.01%
Healthcare
7.92%
Industrials
7.26%
Other
22.99%
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Diversification
JUSA
Total weight of top 15 holdings out of 15
43.79%
HEGD
Total weight of top 15 holdings out of 15
39.38%
Top 15 holdings
Data as of June 30, 2026
JUSA
NVIDIA Corp.
7.90%
Apple, Inc.
6.44%
Microsoft Corp.
4.53%
Amazon.com, Inc.
3.86%
Alphabet, Inc.
3.23%
Broadcom Inc.
2.96%
Alphabet, Inc.
2.51%
Micron Technology, Inc.
2.45%
Meta Platforms, Inc.
2.04%
Tesla, Inc.
1.45%
Advanced Micro Devices, Inc.
1.38%
Lam Research Corp.
1.29%
Eli Lilly & Co.
1.27%
Berkshire Hathaway, Inc.
1.26%
Exxon Mobil Corp.
1.21%
HEGD
NVIDIA Corp.
6.86%
Apple, Inc.
6.01%
Microsoft Corp.
3.92%
Amazon.com, Inc.
3.30%
Alphabet, Inc.
2.97%
Broadcom Inc.
2.53%
Alphabet, Inc.
2.36%
Micron Technology, Inc.
1.84%
Meta Platforms, Inc.
1.75%
Tesla, Inc.
1.68%
Eli Lilly & Co.
1.34%
Advanced Micro Devices, Inc.
1.34%
Berkshire Hathaway, Inc.
1.30%
JPMorgan Chase & Co.
1.24%
Intel Corp.
0.93%
Frequently asked questions about JUSA and HEGD
How have the JUSA and HEGD ETFs performed in 2026?
As of July 27, 2026, JUSA is up 8.34% year-to-date (YTD), while HEGD has returned 4.72%. That puts JUSA better performer ahead so far this year.
Which ETF is attracting more investor money: JUSA or HEGD?
Year-to-date, the JUSA ETF saw +$641M in flows, compared to +$75M for HEGD.
Which ETF is more volatile: JUSA or HEGD?
Over the past year, JUSA had a volatility of 12.52%, while HEGD experienced 7.71%.
Which ETF is bigger: JUSA or HEGD?
As of July 27, 2026, JUSA holds $671.15 M in assets under management (AUM), while HEGD manages $706.30 M.
What sectors do the JUSA and HEGD ETFs invest in?
JUSA leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, HEGD focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the JUSA ETF and HEGD ETF?
JUSA top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. HEGD holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: JUSA or HEGD?
JUSA holds 249 securities with 43.79% of its assets in the top 15. HEGD has 501 securities and a top 15 weight of 39.38%.
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