HEQQ vs HFND
Comparison between JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF) and UNLIMITED HFND MULTI-STRATEGY RETURN TRACKER ETF (HFND, ETF).
HEQQ vs HFND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEQQ
$32M
Winner
HFND
$32M
Expense Ratio
Winner
HEQQ
0.50%
HFND
1.07%
Max Drawdown
Winner
HEQQ
7.64%
HFND
15.44%
Sharpe Ratio
Winner
HEQQ
1.31
HFND
1.28
5Y Beta
HEQQ
0.56
Winner
HFND
0.52
P/E Ratio
HEQQ
41.56
HFND
N/A
Forward P/E
HEQQ
28.25
HFND
N/A
PEG Ratio
HEQQ
0.52
HFND
N/A
5Y EPS CAGR
HEQQ
34.40%
HFND
N/A
Debt to Equity
HEQQ
29.20%
HFND
N/A
P/S Ratio
HEQQ
7.03
HFND
N/A
P/B Ratio
HEQQ
10.99
HFND
N/A
HEQQ vs HFND - Holdings Comparison
HEQQ and HFND have 1 common holdings. Overlap is -23.59%
HEQQ's top 25 holdings weight is 84.92%. HFND's top 25 holdings weight is 149.98%.
| Rank | HEQQ | HFND |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 10.28% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 38.72% |
| #2 | APPLE INC (AAPL) - 8.80% | CBOE HIGH YIELD CORPORATE BOND INDEX FUTURE JUNE 26 (n/a) - 28.90% |
| #3 | ALPHABET INC CLASS C (GOOG) - 7.72% | MSCI EMERGING MARKETS INDEX FUTURE JUNE 26 (n/a) - 11.12% |
| #4 | MICROSOFT CORP (MSFT) - 6.52% | OTHER ASSETS AND LIABILITIES (n/a) - 8.25% |
| #5 | AMAZON.COM INC (AMZN) - 5.76% | ISHARES AGENCY BOND ETF (AGZ) - 5.84% |
| #6 | MICRON TECHNOLOGY INC (MU) - 5.14% | VANGUARD VALUE ETF (VTV) - 5.80% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 4.53% | VANGUARD FTSE EUROPE ETF (VGK) - 5.60% |
| #8 | WALMART INC (WMT) - 4.24% | CBOE VIX FUTURE MAY26 (n/a) - 4.54% |
| #9 | BROADCOM INC (AVGO) - 3.81% | VANGUARD GROWTH ETF (VUG) - 4.33% |
| #10 | INTEL CORP (INTC) - 3.66% | MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 4.12% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.64% | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 3.49% |
| #12 | TESLA INC (TSLA) - 3.44% | ISHARES CONVERTIBLE BOND ETF (ICVT) - 3.21% |
| #13 | LAM RESEARCH CORP (LRCX) - 3.39% | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 3.13% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.72% | BCOM COMDTY IND JUN26 (n/a) - 2.75% |
| #15 | ANALOG DEVICES INC (ADI) - 2.51% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 2.50% |
| #16 | NETFLIX INC (NFLX) - 2.16% | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 2.48% |
| #17 | ASML HOLDING NV ADR (ASML) - 1.41% | ISHARES J.P. MORGAN EM HIGH YLD BD ETF (EMHY) - 2.20% |
| #18 | PALO ALTO NETWORKS INC (PANW) - 1.33% | AUSTRALIAN DOLLAR FUTURE JUNE 26 (n/a) - 1.97% |
| #19 | n/a (PLTR) - 1.27% | VANGUARD MID-CAP ETF (VO) - 1.82% |
| #20 | NXP SEMICONDUCTORS NV (NXPI) - 1.25% | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 1.78% |
| #21 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 0.28% | ISHARES MSCI CHINA ETF (MCHI) - 1.73% |
| #22 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.28% | ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 1.63% |
| #23 | TRANSDIGM GROUP INC (TDG) - 0.27% | VANGUARD RUSSELL 2000 ETF (VTWO) - 1.42% |
| #24 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.26% | EURO FX FUTURE JUNE 26 (n/a) - 1.35% |
| #25 | SERVICENOW INC (NOW) - 0.25% | GOLD FUTURE JUNE 26 (n/a) - 1.30% |
| Total Holdings | 65 | 45 |
HEQQ vs HFND - Historical Returns
Returns include dividend reinvestment.
1M
HEQQ
-0.94%
Winner
HFND
-0.63%
3M
Winner
HEQQ
+3.66%
HFND
+2.65%
6M
HEQQ
+2.40%
Winner
HFND
+6.15%
1Y
HEQQ
+15.35%
Winner
HFND
+16.51%
Max(CAGR)
Winner
HEQQ
+17.17%
HFND
+8.25%
HEQQ vs HFND - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | HEQQ | HFND |
|---|---|---|
| 2026 | +2.97% | +6.78% |
| 2025 | +17.20% | +8.87% |
| 2024 | N/A | +8.97% |
| 2023 | N/A | +3.78% |
| 2022 | N/A | +2.38% |
HEQQ vs HFND Drawdown Comparison
The maximum drawdown for HEQQ was -7.64%, occurring on Mar 30, 2026. Recovery took 60 trading sessions.
The maximum drawdown for HFND was -13.31%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current HEQQ drawdown is -2.09%. The current HFND drawdown is -2.20%.
| Rank | HEQQ | HFND |
|---|---|---|
| #1 | -7.64% Jan 28, 2026 - Apr 24, 2026 | -13.31% Feb 19, 2025 - Jul 23, 2025 |
| #2 | -6.73% Mar 27, 2025 - May 1, 2025 | -6.96% Feb 2, 2023 - Feb 15, 2024 |
| #3 | -3.34% Oct 29, 2025 - Nov 28, 2025 | -5.43% Jul 16, 2024 - Sep 24, 2024 |
| #4 | -2.92% Dec 10, 2025 - Jan 9, 2026 | -4.94% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -2.09% May 28, 2026 - Jun 5, 2026 | -4.21% Dec 9, 2024 - Feb 7, 2025 |
| #6 | -1.82% Jan 12, 2026 - Jan 27, 2026 | -3.70% Mar 28, 2024 - Jul 3, 2024 |
| #7 | -1.41% Oct 8, 2025 - Oct 20, 2025 | -3.01% Oct 27, 2025 - Dec 10, 2025 |
| #8 | -1.02% Aug 28, 2025 - Sep 4, 2025 | -2.92% Dec 10, 2025 - Jan 9, 2026 |
| #9 | -0.98% May 16, 2025 - May 27, 2025 | -2.55% Nov 30, 2022 - Jan 11, 2023 |
| #10 | -0.89% May 13, 2026 - May 28, 2026 | -2.33% May 14, 2026 - Jun 1, 2026 |
| #11 | -0.81% Aug 18, 2025 - Aug 26, 2025 | -2.20% Jun 2, 2026 - Jun 5, 2026 |
| #12 | -0.72% Jul 28, 2025 - Aug 4, 2025 | -2.02% Jan 28, 2026 - Feb 9, 2026 |
| #13 | -0.72% May 2, 2025 - May 8, 2025 | -2.02% Oct 8, 2025 - Oct 23, 2025 |
| #14 | -0.46% Oct 21, 2025 - Oct 24, 2025 | -1.92% Oct 22, 2024 - Nov 7, 2024 |
| #15 | -0.46% Sep 22, 2025 - Sep 30, 2025 | -1.86% Jul 23, 2025 - Aug 12, 2025 |
Correlation
Correlation between HEQQ and HFND is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2022 - 2026)
HEQQ vs HFND dividend yield comparison.
| Year | HEQQ | HFND |
|---|---|---|
| 2026 | 0.01% | 0.00% |
| 2025 | 0.19% | 5.08% |
| 2024 | 0.00% | 3.70% |
| 2023 | 0.00% | 1.41% |
| 2022 | 0.00% | 0.43% |
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