HEQQ vs MSFW

Comparison between JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF) and ROUNDHILL MSFT WEEKLYPAY ETF (MSFW, ETF).

HEQQ vs MSFW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEQQ(ETF)	MSFW(ETF)
Net Assets	$34M	$34M
Expense Ratio	0.50%	N/A
Max Drawdown	7.64%	52.30%
Sharpe Ratio	1.31	-1.18
5Y Beta	0.56	1.02
P/E Ratio	39.38	N/A
Forward P/E	25.55	N/A
PEG Ratio	0.45	N/A
5Y EPS CAGR	34.52%	N/A
Debt to Equity	31.09%	N/A
P/S Ratio	7.02	N/A
P/B Ratio	11.05	N/A

Net Assets

HEQQ

$34M

MSFW

$34M

Expense Ratio

HEQQ

0.50%

MSFW

N/A

Max Drawdown

Winner

HEQQ

7.64%

MSFW

52.30%

Sharpe Ratio

Winner

HEQQ

1.31

MSFW

-1.18

5Y Beta

Winner

HEQQ

0.56

MSFW

1.02

P/E Ratio

HEQQ

39.38

MSFW

N/A

Forward P/E

HEQQ

25.55

MSFW

N/A

PEG Ratio

HEQQ

0.45

MSFW

N/A

5Y EPS CAGR

HEQQ

34.52%

MSFW

N/A

Debt to Equity

HEQQ

31.09%

MSFW

N/A

P/S Ratio

HEQQ

7.02

MSFW

N/A

P/B Ratio

HEQQ

11.05

MSFW

N/A

HEQQ vs MSFW - Holdings Comparison

HEQQ and MSFW have 1 common holdings. Overlap is 6.42%

HEQQ's top 25 holdings weight is 84.21%. MSFW's top 25 holdings weight is 39.65%.

Rank	HEQQ	MSFW
#1	NVIDIA CORP (NVDA) - 9.94%	MICROSOFT CORP (MSFT) - 35.37%
#2	APPLE INC (AAPL) - 8.39%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.28%
#3	ALPHABET INC CLASS C (GOOG) - 6.82%	N/A
#4	MICRON TECHNOLOGY INC (MU) - 6.81%	N/A
#5	MICROSOFT CORP (MSFT) - 6.42%	N/A
#6	AMAZON.COM INC (AMZN) - 5.18%	N/A
#7	ADVANCED MICRO DEVICES INC (AMD) - 4.72%	N/A
#8	BROADCOM INC (AVGO) - 4.14%	N/A
#9	WALMART INC (WMT) - 3.72%	N/A
#10	LAM RESEARCH CORP (LRCX) - 3.47%	N/A
#11	META PLATFORMS INC CLASS A (META) - 3.33%	N/A
#12	TESLA INC (TSLA) - 3.20%	N/A
#13	INTEL CORP (INTC) - 3.08%	N/A
#14	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.90%	N/A
#15	ANALOG DEVICES INC (ADI) - 2.50%	N/A
#16	JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.31%	N/A
#17	NETFLIX INC (NFLX) - 1.90%	N/A
#18	PALO ALTO NETWORKS INC (PANW) - 1.41%	N/A
#19	ASML HOLDING NV ADR (ASML) - 1.38%	N/A
#20	n/a (PLTR) - 1.32%	N/A
#21	TRANSDIGM GROUP INC (TDG) - 0.26%	N/A
#22	BRISTOL-MYERS SQUIBB CO (BMY) - 0.26%	N/A
#23	KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.26%	N/A
#24	ALNYLAM PHARMACEUTICALS INC (ALNY) - 0.26%	N/A
#25	EDWARDS LIFESCIENCES CORP (EW) - 0.23%	N/A
Total Holdings	65	2

HEQQ vs MSFW - Historical Returns

Returns include dividend reinvestment.

Period	HEQQ	MSFW
1 month	-1.15%	-5.24%
3 months	+5.62%	-4.27%
6 months	+3.90%	-22.73%
1 year	+15.14%	-29.62%
Max(CAGR)	+17.47%	-32.78%

Winner

HEQQ

-1.15%

MSFW

-5.24%

Winner

HEQQ

+5.62%

MSFW

-4.27%

Winner

HEQQ

+3.90%

MSFW

-22.73%

Winner

HEQQ

+15.14%

MSFW

-29.62%

Max(CAGR)

Winner

HEQQ

+17.47%

MSFW

-32.78%

HEQQ vs MSFW - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	HEQQ	MSFW
2026	+3.60%	-21.47%
2025	+17.20%	-7.87%

HEQQ vs MSFW Drawdown Comparison

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

The maximum drawdown for MSFW was -40.42%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current HEQQ drawdown is -1.49%. The current MSFW drawdown is -33.96%.

Rank	HEQQ	MSFW
#1	-7.64% Jan 28, 2026 - Apr 24, 2026	-40.42% Oct 28, 2025 - Mar 27, 2026
#2	-6.73% Mar 27, 2025 - May 1, 2025	-9.13% Aug 4, 2025 - Oct 28, 2025
#3	-3.34% Oct 29, 2025 - Nov 28, 2025	-1.92% Jul 31, 2025 - Aug 4, 2025
#4	-2.92% Dec 10, 2025 - Jan 9, 2026	-0.36% Jul 25, 2025 - Jul 31, 2025
#5	-2.45% May 28, 2026 - Jun 10, 2026	N/A
#6	-1.82% Jan 12, 2026 - Jan 27, 2026	N/A
#7	-1.41% Oct 8, 2025 - Oct 20, 2025	N/A
#8	-1.02% Aug 28, 2025 - Sep 4, 2025	N/A
#9	-0.98% May 16, 2025 - May 27, 2025	N/A
#10	-0.89% May 13, 2026 - May 28, 2026	N/A
#11	-0.81% Aug 18, 2025 - Aug 26, 2025	N/A
#12	-0.72% Jul 28, 2025 - Aug 4, 2025	N/A
#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

Correlation

Correlation between HEQQ and MSFW is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101