Compare · 2 funds side by side · dividends reinvested

HEQQ and HEGD

HEQQJ.P. Morgan×HEGDSwan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,042HEGD · best of the two

02 / 04

HEQQ and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Swan Hedged Equity US Large Cap ETFDefined Outcome · Hedged equity0.88%0.34%+4.0%+4.2%+14.0%+7.0%−4.6%8.5%$719M1.1

JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.17%+0.7%+1.3%[…][…]−7.7%10.6%$30M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: HEQQ 2025 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · $30M[…]

HEQQ

HEGD

Swan Hedged Equity US Large Cap ETF · $719M$14,042

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HEQQMeasureHEGD

+0.7%Year to dateJan 1 → Nov 6+4.0%

+1.3%1 yearTotal return+4.2%

[…]3 years · per year$10,000 became […] · $14,811+14.0%

[…]5 years · per year$10,000 became […] · $14,042+7.0%

0.50%Expense ratio$50 · $88 a year on $10k · lower is better0.88%

0.17%Trailing 12-mo yield$18 · $34 a year on $10k0.34%

−7.7%Worst dropSmaller is better−4.6%

10.6%VolatilityLower is calmer8.5%

HEQQHEGD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5HEGD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HEQQ vs HEGD: Top 5 Holdings

Today

HEQQ

34.3%in top 5

HEGD

in top 592.2%

HEQQStockHEGD

not top 5SPY92.2%

8.6%AAPLnot top 5

7.9%NVDAnot top 5

7.5%MSFTnot top 5

5.2%GOOGnot top 5

5.1%AMZNnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

HEQQ vs HEGD Returns, Every Period

J.P. MorganHEQQ

+1.3%

past year

HEGDSwan

+4.2%

past year

HEQQHEGDFaded: behind in that period

0–2HEGD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

HEQQ vs HEGD

YTD

J.P. MorganHEQQ

+0.7%

HEGDSwan

+4.0%

+0.7%Year to date+4.0%

−7.7%Worst drop · 1Y−4.6%

10.6%Volatility · 1Y8.5%

0.2%Yield0.3%

$30.0MAssets$719M

4–0HEGD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HEQQ, HEGD

Today

0.50%lowest, HEQQ

FundExpense ratioFee$10k

HEQQ0.50%$50

HEGD0.88%$88

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HEQQ, HEGD

0.34%highest, HEGD

FundTrailing yieldYield$10k

HEGD0.34%$34

HEQQ0.17%$18

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$33most kept, HEQQ

HEQQ$18 − $50 = −$33

HEGD$34 − $88 = −$54

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HEQQ, HEGD

Today

0.0%most shared, HEQQ and HEGD

HEQQHEGD

HEQQ—0.0%

HEGD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.2%HEGD, at 8.5% volatility

HEGDWorst drop−4.6%8.5% vol

HEQQWorst drop−7.7%10.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HEGDHEQQ

+4.0%Year to date+0.7%

0.3%Yield0.2%

+4.2%Past year+1.3%

0.88%Fee0.50%

3–1HEGD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026