HEQQ vs GYLD
Comparison between JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF) and ARROW DOW JONES GLOBAL YIELD ETF (GYLD, ETF).
HEQQ vs GYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEQQ
$34M
GYLD
$34M
Expense Ratio
Winner
HEQQ
0.50%
GYLD
0.75%
Max Drawdown
Winner
HEQQ
7.64%
GYLD
70.04%
Sharpe Ratio
Winner
HEQQ
1.31
GYLD
0.90
5Y Beta
HEQQ
0.56
Winner
GYLD
0.21
P/E Ratio
HEQQ
39.38
GYLD
N/A
Forward P/E
HEQQ
25.55
GYLD
N/A
PEG Ratio
HEQQ
0.45
GYLD
N/A
5Y Dividends CAGR
HEQQ
N/A
GYLD
3.61%
5Y EPS CAGR
HEQQ
34.52%
GYLD
N/A
Debt to Equity
HEQQ
31.09%
GYLD
N/A
P/S Ratio
HEQQ
7.02
GYLD
N/A
P/B Ratio
HEQQ
11.05
GYLD
N/A
HEQQ vs GYLD - Holdings Comparison
HEQQ and GYLD have 1 common holdings. Overlap is -6.51%
HEQQ's top 25 holdings weight is 84.21%. GYLD's top 25 holdings weight is 25.69%.
| Rank | HEQQ | GYLD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.94% | US DOLLARS (n/a) - 5.85% |
| #2 | APPLE INC (AAPL) - 8.39% | SOUTH AFRICA (REPUBLIC OF) 5.875% (n/a) - 1.30% |
| #3 | ALPHABET INC CLASS C (GOOG) - 6.82% | HUNGARY (REPUBLIC OF) 5.5% (n/a) - 1.21% |
| #4 | MICRON TECHNOLOGY INC (MU) - 6.81% | ROBERT HALF INC (RHI) - 0.97% |
| #5 | MICROSOFT CORP (MSFT) - 6.42% | STANDARD LIFE PLC (n/a) - 0.86% |
| #6 | AMAZON.COM INC (AMZN) - 5.18% | BANCO DEL BAJIO SA (n/a) - 0.85% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 4.72% | TELUS CORP (n/a) - 0.83% |
| #8 | BROADCOM INC (AVGO) - 4.14% | TERNIUM SA ADR (TX) - 0.82% |
| #9 | WALMART INC (WMT) - 3.72% | TRUWORTHS INTERNATIONAL LTD (n/a) - 0.82% |
| #10 | LAM RESEARCH CORP (LRCX) - 3.47% | BANK POLSKA KASA OPIEKI SA (n/a) - 0.82% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.33% | EXXARO RESOURCES LTD (n/a) - 0.81% |
| #12 | TESLA INC (TSLA) - 3.20% | n/a (RLJ) - 0.80% |
| #13 | INTEL CORP (INTC) - 3.08% | CAL-MAINE FOODS INC (CALM) - 0.79% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.90% | KUMBA IRON ORE LTD (n/a) - 0.79% |
| #15 | ANALOG DEVICES INC (ADI) - 2.50% | KOMERCNI BANKA AS (n/a) - 0.78% |
| #16 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.31% | n/a (n/a) - 0.77% |
| #17 | NETFLIX INC (NFLX) - 1.90% | n/a (n/a) - 0.76% |
| #18 | PALO ALTO NETWORKS INC (PANW) - 1.41% | TELEPERFORMANCE SE (n/a) - 0.75% |
| #19 | ASML HOLDING NV ADR (ASML) - 1.38% | DOGUS OTOMOTIV SERVIS VE TIC AS (n/a) - 0.75% |
| #20 | n/a (PLTR) - 1.32% | n/a (n/a) - 0.75% |
| #21 | TRANSDIGM GROUP INC (TDG) - 0.26% | n/a (n/a) - 0.73% |
| #22 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.26% | OGN 7 7/8 05/15/34 (n/a) - 0.73% |
| #23 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.26% | FMC CORP. 8.45% (n/a) - 0.72% |
| #24 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 0.26% | n/a (n/a) - 0.72% |
| #25 | EDWARDS LIFESCIENCES CORP (EW) - 0.23% | PT ALAMTRI RESOURCES INDONESIA TBK (n/a) - 0.71% |
| Total Holdings | 65 | 150 |
HEQQ vs GYLD - Historical Returns
Returns include dividend reinvestment.
1M
HEQQ
-1.15%
Winner
GYLD
+0.71%
3M
Winner
HEQQ
+5.62%
GYLD
+3.41%
6M
HEQQ
+3.90%
Winner
GYLD
+10.44%
1Y
Winner
HEQQ
+15.14%
GYLD
+14.84%
5Y(CAGR)
HEQQ
N/A
GYLD
+5.79%
10Y(CAGR)
HEQQ
N/A
GYLD
+4.59%
Max(CAGR)
Winner
HEQQ
+17.47%
GYLD
+3.21%
HEQQ vs GYLD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | HEQQ | GYLD |
|---|---|---|
| 2026 | +3.60% | +8.21% |
| 2025 | +17.20% | +19.32% |
| 2024 | N/A | +2.64% |
| 2023 | N/A | +9.66% |
| 2022 | N/A | -8.44% |
| 2021 | N/A | +19.02% |
| 2020 | N/A | -11.82% |
| 2019 | N/A | +11.36% |
| 2018 | N/A | -11.65% |
| 2017 | N/A | +3.88% |
| 2016 | N/A | +15.83% |
| 2015 | N/A | -22.74% |
| 2014 | N/A | -2.49% |
| 2013 | N/A | +6.72% |
| 2012 | N/A | +9.25% |
HEQQ vs GYLD Drawdown Comparison
The maximum drawdown for HEQQ was -7.64%, occurring on Mar 30, 2026. Recovery took 60 trading sessions.
The maximum drawdown for GYLD was -55.04%, occurring on Mar 23, 2020. Recovery took 2693 trading sessions.
The current HEQQ drawdown is -1.49%. The current GYLD drawdown is -1.37%.
| Rank | HEQQ | GYLD |
|---|---|---|
| #1 | -7.64% Jan 28, 2026 - Apr 24, 2026 | -55.04% Sep 2, 2014 - May 16, 2025 |
| #2 | -6.73% Mar 27, 2025 - May 1, 2025 | -13.88% May 8, 2013 - Mar 6, 2014 |
| #3 | -3.34% Oct 29, 2025 - Nov 28, 2025 | -7.35% May 8, 2012 - Jul 19, 2012 |
| #4 | -2.92% Dec 10, 2025 - Jan 9, 2026 | -6.06% Oct 31, 2012 - Dec 31, 2012 |
| #5 | -2.45% May 28, 2026 - Jun 10, 2026 | -4.86% Sep 19, 2025 - Dec 23, 2025 |
| #6 | -1.82% Jan 12, 2026 - Jan 27, 2026 | -3.82% Jun 12, 2025 - Jul 8, 2025 |
| #7 | -1.41% Oct 8, 2025 - Oct 20, 2025 | -3.43% Mar 2, 2026 - Apr 9, 2026 |
| #8 | -1.02% Aug 28, 2025 - Sep 4, 2025 | -3.39% Jan 6, 2026 - Jan 23, 2026 |
| #9 | -0.98% May 16, 2025 - May 27, 2025 | -3.13% Apr 30, 2026 - May 15, 2026 |
| #10 | -0.89% May 13, 2026 - May 28, 2026 | -3.11% Feb 1, 2013 - Apr 9, 2013 |
| #11 | -0.81% Aug 18, 2025 - Aug 26, 2025 | -3.05% Jul 24, 2014 - Aug 29, 2014 |
| #12 | -0.72% Jul 28, 2025 - Aug 4, 2025 | -2.55% Jul 31, 2012 - Aug 6, 2012 |
| #13 | -0.72% May 2, 2025 - May 8, 2025 | -2.40% Mar 6, 2014 - Mar 31, 2014 |
| #14 | -0.46% Oct 21, 2025 - Oct 24, 2025 | -2.36% Jul 19, 2012 - Jul 30, 2012 |
| #15 | -0.46% Sep 22, 2025 - Sep 30, 2025 | -2.30% May 20, 2025 - May 27, 2025 |
Correlation
Correlation between HEQQ and GYLD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2012 - 2026)
HEQQ vs GYLD dividend yield comparison.
| Year | HEQQ | GYLD |
|---|---|---|
| 2026 | 0.01% | 2.50% |
| 2025 | 0.19% | 8.43% |
| 2024 | 0.00% | 12.90% |
| 2023 | 0.00% | 7.13% |
| 2022 | 0.00% | 4.64% |
| 2021 | 0.00% | 5.50% |
| 2020 | 0.00% | 7.42% |
| 2019 | 0.00% | 5.83% |
| 2018 | 0.00% | 8.17% |
| 2017 | 0.00% | 6.78% |
| 2016 | 0.00% | 7.29% |
| 2015 | 0.00% | 10.35% |
| 2014 | 0.00% | 7.94% |
| 2013 | 0.00% | 5.69% |
| 2012 | 0.00% | 4.11% |
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