HEQQ vs NURE
Comparison between JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF) and NUVEEN SHORT-TERM REIT ETF (NURE, ETF).
HEQQ vs NURE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEQQ
$34M
NURE
$34M
Expense Ratio
HEQQ
0.50%
Winner
NURE
0.36%
Max Drawdown
Winner
HEQQ
7.64%
NURE
46.05%
Sharpe Ratio
Winner
HEQQ
1.31
NURE
0.56
5Y Beta
Winner
HEQQ
0.56
NURE
0.57
P/E Ratio
Winner
HEQQ
39.38
NURE
40.59
Forward P/E
Winner
HEQQ
25.55
NURE
37.57
PEG Ratio
HEQQ
0.45
NURE
N/A
5Y Dividends CAGR
HEQQ
N/A
NURE
10.28%
5Y EPS CAGR
Winner
HEQQ
34.52%
NURE
11.40%
Debt to Equity
Winner
HEQQ
31.09%
NURE
63.52%
P/S Ratio
HEQQ
7.02
Winner
NURE
3.55
P/B Ratio
HEQQ
11.05
Winner
NURE
2.15
HEQQ vs NURE - Holdings Comparison
HEQQ and NURE have 0 common holdings. Overlap is 0.00%
HEQQ's top 25 holdings weight is 84.21%. NURE's top 25 holdings weight is 95.94%.
| Rank | HEQQ | NURE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.94% | HOST HOTELS & RESORTS INC (HST) - 5.76% |
| #2 | APPLE INC (AAPL) - 8.39% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 5.64% |
| #3 | ALPHABET INC CLASS C (GOOG) - 6.82% | INVITATION HOMES INC (INVH) - 5.35% |
| #4 | MICRON TECHNOLOGY INC (MU) - 6.81% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 5.19% |
| #5 | MICROSOFT CORP (MSFT) - 6.42% | ESSEX PROPERTY TRUST INC (ESS) - 5.18% |
| #6 | AMAZON.COM INC (AMZN) - 5.18% | EQUITY RESIDENTIAL (EQR) - 5.14% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 4.72% | AVALONBAY COMMUNITIES INC (AVB) - 4.99% |
| #8 | BROADCOM INC (AVGO) - 4.14% | CAMDEN PROPERTY TRUST (CPT) - 4.87% |
| #9 | WALMART INC (WMT) - 3.72% | UDR INC (UDR) - 4.77% |
| #10 | LAM RESEARCH CORP (LRCX) - 3.47% | CUBESMART (CUBE) - 4.75% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.33% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 4.71% |
| #12 | TESLA INC (TSLA) - 3.20% | EXTRA SPACE STORAGE INC (EXR) - 4.70% |
| #13 | INTEL CORP (INTC) - 3.08% | PUBLIC STORAGE (PSA) - 4.66% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.90% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 4.28% |
| #15 | ANALOG DEVICES INC (ADI) - 2.50% | SUN COMMUNITIES INC (SUI) - 4.16% |
| #16 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.31% | INDEPENDENCE REALTY TRUST INC (IRT) - 3.44% |
| #17 | NETFLIX INC (NFLX) - 1.90% | APPLE HOSPITALITY REIT INC (APLE) - 3.02% |
| #18 | PALO ALTO NETWORKS INC (PANW) - 1.41% | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 2.72% |
| #19 | ASML HOLDING NV ADR (ASML) - 1.38% | PARK HOTELS & RESORTS INC (PK) - 2.45% |
| #20 | n/a (PLTR) - 1.32% | DIAMONDROCK HOSPITALITY CO (DRH) - 2.09% |
| #21 | TRANSDIGM GROUP INC (TDG) - 0.26% | SUNSTONE HOTEL INVESTORS INC (SHO) - 1.93% |
| #22 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.26% | PEBBLEBROOK HOTEL TRUST (PEB) - 1.66% |
| #23 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.26% | SMARTSTOP SELF STORAGE REIT INC ORDINARY SHARES (SMA) - 1.56% |
| #24 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 0.26% | XENIA HOTELS & RESORTS INC (XHR) - 1.54% |
| #25 | EDWARDS LIFESCIENCES CORP (EW) - 0.23% | RLJ LODGING TRUST REGISTERED SHS OF BENEF INTEREST (RLJ) - 1.38% |
| Total Holdings | 65 | 30 |
HEQQ vs NURE - Historical Returns
Returns include dividend reinvestment.
1M
HEQQ
-1.15%
Winner
NURE
+6.83%
3M
HEQQ
+5.62%
Winner
NURE
+16.13%
6M
HEQQ
+3.90%
Winner
NURE
+17.59%
1Y
Winner
HEQQ
+15.14%
NURE
+11.65%
5Y(CAGR)
HEQQ
N/A
NURE
+1.87%
10Y(CAGR)
HEQQ
N/A
NURE
+6.29%
Max(CAGR)
Winner
HEQQ
+17.47%
NURE
+6.29%
HEQQ vs NURE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | HEQQ | NURE |
|---|---|---|
| 2026 | +3.60% | +16.23% |
| 2025 | +17.20% | -6.36% |
| 2024 | N/A | +5.46% |
| 2023 | N/A | +14.50% |
| 2022 | N/A | -27.68% |
| 2021 | N/A | +59.01% |
| 2020 | N/A | -6.04% |
| 2019 | N/A | +28.29% |
| 2018 | N/A | -0.01% |
| 2017 | N/A | +8.39% |
| 2016 | N/A | -0.40% |
HEQQ vs NURE Drawdown Comparison
The maximum drawdown for HEQQ was -7.64%, occurring on Mar 30, 2026. Recovery took 60 trading sessions.
The maximum drawdown for NURE was -46.05%, occurring on Mar 23, 2020. Recovery took 271 trading sessions.
The current HEQQ drawdown is -1.49%. The current NURE drawdown is -8.28%.
| Rank | HEQQ | NURE |
|---|---|---|
| #1 | -7.64% Jan 28, 2026 - Apr 24, 2026 | -46.05% Feb 14, 2020 - Mar 15, 2021 |
| #2 | -6.73% Mar 27, 2025 - May 1, 2025 | -35.99% Apr 20, 2022 - Oct 27, 2023 |
| #3 | -3.34% Oct 29, 2025 - Nov 28, 2025 | -12.01% Aug 29, 2018 - Jan 30, 2019 |
| #4 | -2.92% Dec 10, 2025 - Jan 9, 2026 | -11.36% Dec 31, 2021 - Apr 20, 2022 |
| #5 | -2.45% May 28, 2026 - Jun 10, 2026 | -11.26% Dec 15, 2017 - May 10, 2018 |
| #6 | -1.82% Jan 12, 2026 - Jan 27, 2026 | -6.46% Nov 24, 2021 - Dec 8, 2021 |
| #7 | -1.41% Oct 8, 2025 - Oct 20, 2025 | -6.31% Sep 2, 2021 - Oct 28, 2021 |
| #8 | -1.02% Aug 28, 2025 - Sep 4, 2025 | -5.15% Oct 21, 2019 - Feb 11, 2020 |
| #9 | -0.98% May 16, 2025 - May 27, 2025 | -4.45% Jul 10, 2019 - Aug 19, 2019 |
| #10 | -0.89% May 13, 2026 - May 28, 2026 | -4.24% Apr 30, 2021 - May 26, 2021 |
| #11 | -0.81% Aug 18, 2025 - Aug 26, 2025 | -4.13% Jun 20, 2019 - Jul 3, 2019 |
| #12 | -0.72% Jul 28, 2025 - Aug 4, 2025 | -4.12% Sep 27, 2017 - Dec 15, 2017 |
| #13 | -0.72% May 2, 2025 - May 8, 2025 | -4.03% Apr 19, 2017 - Jun 5, 2017 |
| #14 | -0.46% Oct 21, 2025 - Oct 24, 2025 | -3.85% Mar 15, 2021 - Apr 15, 2021 |
| #15 | -0.46% Sep 22, 2025 - Sep 30, 2025 | -3.80% Apr 12, 2019 - May 2, 2019 |
Correlation
Correlation between HEQQ and NURE is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.
0.19
-101
Dividend Comparison (2016 - 2026)
HEQQ vs NURE dividend yield comparison.
| Year | HEQQ | NURE |
|---|---|---|
| 2026 | 0.01% | 1.18% |
| 2025 | 0.19% | 4.56% |
| 2024 | 0.00% | 3.51% |
| 2023 | 0.00% | 3.73% |
| 2022 | 0.00% | 2.80% |
| 2021 | 0.00% | 1.34% |
| 2020 | 0.00% | 3.41% |
| 2019 | 0.00% | 3.28% |
| 2018 | 0.00% | 4.11% |
| 2017 | 0.00% | 3.86% |
| 2016 | 0.00% | 0.48% |
Select Stocks to Compare
Popular: HEQQ vs SPYNURE vs SPY
More Comparisons
Compare with similar stocks