HELO vs HEQQ
YTDYear to date
HELO wins+2.4 pts
Past year
HELO wins+3.7 pts
Fee
Level
Yield
HELO wins+0.4 pts
AUM
HELO162.5× more
3–0HELO wins
HELO and HEQQ · year-to-date · as of Nov 5, 2026 · AUM not scored
HEQQ vs S&P 500
YTD$60.02 · +0.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.2%−4.5%−1.7%+3.0%+3.1%——+20.4%
Peer average+0.9%−1.5%−0.7%+6.7%+6.9%+56.2%+54.5%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
J.P. Morgan HEQQ and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
HEQQ’s Holdings
TodayNVDANvidia8.7%AAPL8.1%MSFT7.1%MU5.0%GOOG5.0%AMZN4.8%AMD4.0%WMT4.0%META3.3%TSLA2.9%AVGO2.6%ADI2.3%LRCX2.3%SPCX2.0%STX1.7%PANW1.7%INTC1.6%PLTR1.5%NFLX1.4%ASML1.3%REGN1.2%JNJ75 more
TechnologyCommunication ServicesConsumer CyclicalConsumer DefensiveIndustrialsHealthcare
J.P. Morgan HEQQ · 97 holdings · tile size = share of the fund · as of Nov 4, 2026
All 31 Hedged Equity ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +5.3% | +5.3% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +4.7% | +4.7% | $3.2B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.2% | +6.7% | +6.7% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +8.4% | +8.4% | $986M | |
| 5 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.7% | +18.4% | +18.4% | $744M | |
| 6 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +6.7% | +6.7% | $730M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | +0.8% | +0.8% | $492M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +8.7% | +8.7% | $306M | |
| 9 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +4.0% | +4.0% | $155M | |
| 10 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +9.7% | +9.7% | $149M | |
| 11 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 5.9% | +10.3% | +10.3% | $133M | |
| 12 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.0% | +9.5% | +9.5% | $104M | |
| 13 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | new | $99.4M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.6% | +13.7% | +13.7% | $95.5M | |
| 15 | CBLS | Clough Hedged EquityReadDesk | 1.89% | 0.9% | +2.3% | +2.3% | $50.0M | |
| 16 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.3% | +9.0% | +9.0% | $43.8M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 5, 2026
HEQQ Payouts by Year
2YLatest payout, Sep 2026
$0.02
a share · every quarter
0.2% yield
0.2% yield
2 years added up
$0.16 a share
$0.16 a share
J.P. Morgan HEQQ · per-share distributions by ex-date · 2025–2026
HEQQ’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered Overlay ETFReadVersus | 0.50% | 0.6% | +1.1% | +5.3% | +6.7% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | +0.4% | +4.7% | +6.3% | $3.2B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.2% | +1.2% | +6.7% | +6.6% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFReadVersus | 0.52% | 0.6% | +0.6% | +8.4% | +7.5% | $986M | |
| 5 | SIXH | ETC 6 Meridian Hedged Equity Index Option ETFReadVersus | 0.31% | 1.7% | +0.7% | +18.4% | +23.9% | $744M | |
| 6 | HEQQ | JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFThis fund | 0.50% | 0.2% | +0.2% | +3.0% | +3.1% | $29.8M |
#25 of 29 this year · #5 cheapest of 31 · sorted by assetsOpen the Defined Outcome table →
HEQQ and its peer group · total return · as of Nov 5, 2026
Cards for This View
HEQQ’s Top 10 Holdings
Today52.9%of HEQQ sits in these 10
J.P. Morgan HEQQ · weight in the fund · as of Nov 4, 2026
HEQQ’s Holdings
TodayNVDANvidia8.7%AAPL8.1%MSFT7.1%MU5.0%GOOG5.0%AMZN4.8%AMD4.0%WMT4.0%META3.3%TSLA2.9%AVGO2.6%ADI2.3%LRCX2.3%SPCX2.0%STX1.7%PANW1.7%INTC1.6%PLTR1.5%NFLX1.4%ASML1.3%REGN1.2%JNJ75 more
TechnologyCommunication ServicesConsumer CyclicalConsumer DefensiveIndustrialsHealthcare
J.P. Morgan HEQQ · 97 holdings · tile size = share of the fund · as of Nov 4, 2026
HEQQ vs Peer Average
YTDHEQQAvsBPeer average
1D+0.2%+0.9%
1M−4.5%−1.5%
3M−1.7%−0.7%
YTD+3.0%+6.7%
1Y+3.1%+6.9%
3Y[…]+56.2%
5Y[…]+54.5%
0–5Peer average wins
30 Hedged equity peers · each row scaled to its leader