HEQQ vs CTEC

Comparison between JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF) and GLOBAL X CLEANTECH ETF (CTEC, ETF).

HEQQ vs CTEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEQQ(ETF)	CTEC(ETF)
Net Assets	$34M	$34M
Expense Ratio	0.50%	0.50%
Max Drawdown	7.64%	82.06%
Sharpe Ratio	1.31	1.81
5Y Beta	0.56	1.11
P/E Ratio	39.38	-18.44
Forward P/E	25.55	N/A
PEG Ratio	0.45	N/A
5Y Dividends CAGR	N/A	111.27%
5Y EPS CAGR	34.52%	N/A
Debt to Equity	31.09%	56.02%
P/S Ratio	7.02	N/A
P/B Ratio	11.05	N/A

Net Assets

HEQQ

$34M

Winner

CTEC

$34M

Expense Ratio

HEQQ

0.50%

CTEC

0.50%

Max Drawdown

Winner

HEQQ

7.64%

CTEC

82.06%

Sharpe Ratio

HEQQ

1.31

Winner

CTEC

1.81

5Y Beta

Winner

HEQQ

0.56

CTEC

1.11

P/E Ratio

HEQQ

39.38

Winner

CTEC

-18.44

Forward P/E

HEQQ

25.55

CTEC

N/A

PEG Ratio

HEQQ

0.45

CTEC

N/A

5Y Dividends CAGR

HEQQ

N/A

CTEC

111.27%

5Y EPS CAGR

HEQQ

34.52%

CTEC

N/A

Debt to Equity

Winner

HEQQ

31.09%

CTEC

56.02%

P/S Ratio

HEQQ

7.02

CTEC

N/A

P/B Ratio

HEQQ

11.05

CTEC

N/A

HEQQ vs CTEC - Holdings Comparison

HEQQ and CTEC have 1 common holdings. Overlap is -6.51%

HEQQ's top 25 holdings weight is 84.21%. CTEC's top 25 holdings weight is 87.82%.

Rank	HEQQ	CTEC
#1	NVIDIA CORP (NVDA) - 9.94%	BLOOM ENERGY CORP CLASS A (BE) - 8.66%
#2	APPLE INC (AAPL) - 8.39%	FIRST SOLAR INC (FSLR) - 7.08%
#3	ALPHABET INC CLASS C (GOOG) - 6.82%	SAMSUNG SDI CO LTD (n/a) - 6.61%
#4	MICRON TECHNOLOGY INC (MU) - 6.81%	NEXTPOWER INC CLASS A (NXT) - 5.91%
#5	MICROSOFT CORP (MSFT) - 6.42%	CONTEMPORARY AMPEREX TECHNOLOGY CO LTD ORDINARY SHARES CLASS H (n/a) - 5.73%
#6	AMAZON.COM INC (AMZN) - 5.18%	ENPHASE ENERGY INC (ENPH) - 5.73%
#7	ADVANCED MICRO DEVICES INC (AMD) - 4.72%	VESTAS WIND SYSTEMS AS (n/a) - 5.03%
#8	BROADCOM INC (AVGO) - 4.14%	PLUG POWER INC (PLUG) - 3.75%
#9	WALMART INC (WMT) - 3.72%	NIBE INDUSTRIER AB CLASS B (n/a) - 3.55%
#10	LAM RESEARCH CORP (LRCX) - 3.47%	QUANTUMSCAPE CORP ORDINARY SHARES CLASS A (QS) - 3.48%
#11	META PLATFORMS INC CLASS A (META) - 3.33%	JOHNSON MATTHEY PLC (n/a) - 3.26%
#12	TESLA INC (TSLA) - 3.20%	NORDEX SE AKT. NACH KAPITALHERABSETZUNG (n/a) - 3.17%
#13	INTEL CORP (INTC) - 3.08%	SOLAREDGE TECHNOLOGIES INC (SEDG) - 3.11%
#14	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.90%	CHINA EVERBRIGHT ENVIRONMENT GROUP LTD (n/a) - 2.63%
#15	ANALOG DEVICES INC (ADI) - 2.50%	FLUENCE ENERGY INC CLASS A (FLNC) - 2.43%
#16	JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.31%	DOOSAN FUEL CELL ORDINARY SHARES (n/a) - 2.35%
#17	NETFLIX INC (NFLX) - 1.90%	EOS ENERGY ENTERPRISES INC ORDINARY SHARES CLASS A (EOSE) - 2.10%
#18	PALO ALTO NETWORKS INC (PANW) - 1.41%	AMPRIUS TECHNOLOGIES INC (AMPX) - 2.06%
#19	ASML HOLDING NV ADR (ASML) - 1.38%	XINYI SOLAR HOLDINGS LTD (n/a) - 2.04%
#20	n/a (PLTR) - 1.32%	CHUNG-HSIN ELECTRIC & MACHINERY MFG CORP (n/a) - 1.76%
#21	TRANSDIGM GROUP INC (TDG) - 0.26%	SMA SOLAR TECHNOLOGY AG (n/a) - 1.71%
#22	BRISTOL-MYERS SQUIBB CO (BMY) - 0.26%	SIMPLO TECHNOLOGY CO LTD (n/a) - 1.56%
#23	KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.26%	CERES POWER HOLDINGS PLC (n/a) - 1.40%
#24	ALNYLAM PHARMACEUTICALS INC (ALNY) - 0.26%	SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 1.37%
#25	EDWARDS LIFESCIENCES CORP (EW) - 0.23%	DYNAPACK INTERNATIONAL TECHNOLOGY CORP (n/a) - 1.34%
Total Holdings	65	42

HEQQ vs CTEC - Historical Returns

Returns include dividend reinvestment.

Period	HEQQ	CTEC
1 month	-1.15%	-5.91%
3 months	+5.62%	+13.89%
6 months	+3.90%	+20.36%
1 year	+15.14%	+89.72%
5 years(CAGR)	N/A	-6.60%
Max(CAGR)	+17.47%	-2.01%

Winner

HEQQ

-1.15%

CTEC

-5.91%

HEQQ

+5.62%

Winner

CTEC

+13.89%

HEQQ

+3.90%

Winner

CTEC

+20.36%

HEQQ

+15.14%

Winner

CTEC

+89.72%

5Y(CAGR)

HEQQ

N/A

CTEC

-6.60%

Max(CAGR)

Winner

HEQQ

+17.47%

CTEC

-2.01%

HEQQ vs CTEC - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	HEQQ	CTEC
2026	+3.60%	+18.56%
2025	+17.20%	+50.87%
2024	N/A	-34.68%
2023	N/A	-25.05%
2022	N/A	-18.13%
2021	N/A	-23.08%
2020	N/A	+47.46%

HEQQ vs CTEC Drawdown Comparison

The maximum drawdown for HEQQ was -7.64%, occurring on Mar 30, 2026. Recovery took 60 trading sessions.

The maximum drawdown for CTEC was -81.58%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current HEQQ drawdown is -1.49%. The current CTEC drawdown is -52.56%.

Rank	HEQQ	CTEC
#1	-7.64% Jan 28, 2026 - Apr 24, 2026	-81.58% Feb 9, 2021 - Apr 8, 2025
#2	-6.73% Mar 27, 2025 - May 1, 2025	-8.50% Jan 26, 2021 - Feb 9, 2021
#3	-3.34% Oct 29, 2025 - Nov 28, 2025	-7.47% Jan 13, 2021 - Jan 21, 2021
#4	-2.92% Dec 10, 2025 - Jan 9, 2026	-4.40% Nov 27, 2020 - Dec 8, 2020
#5	-2.45% May 28, 2026 - Jun 10, 2026	-3.07% Jan 7, 2021 - Jan 12, 2021
#6	-1.82% Jan 12, 2026 - Jan 27, 2026	-3.01% Dec 8, 2020 - Dec 15, 2020
#7	-1.41% Oct 8, 2025 - Oct 20, 2025	-2.50% Dec 23, 2020 - Jan 4, 2021
#8	-1.02% Aug 28, 2025 - Sep 4, 2025	-2.42% Nov 3, 2020 - Nov 5, 2020
#9	-0.98% May 16, 2025 - May 27, 2025	-2.02% Nov 9, 2020 - Nov 11, 2020
#10	-0.89% May 13, 2026 - May 28, 2026	-1.69% Oct 29, 2020 - Nov 2, 2020
#11	-0.81% Aug 18, 2025 - Aug 26, 2025	-0.97% Nov 11, 2020 - Nov 16, 2020
#12	-0.72% Jul 28, 2025 - Aug 4, 2025	-0.21% Jan 22, 2021 - Jan 26, 2021
#13	-0.72% May 2, 2025 - May 8, 2025	N/A
#14	-0.46% Oct 21, 2025 - Oct 24, 2025	N/A
#15	-0.46% Sep 22, 2025 - Sep 30, 2025	N/A