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HEQQ vs SPY

Comparison between JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

HEQQ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HEQQ
$32M
Winner
SPY
$735B
Expense Ratio
HEQQ
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
HEQQ
7.64%
SPY
56.47%
Sharpe Ratio
HEQQ
1.31
Winner
SPY
1.62
5Y Beta
Winner
HEQQ
0.56
SPY
1.00
P/E Ratio
HEQQ
41.56
Winner
SPY
28.99
Forward P/E
HEQQ
28.25
Winner
SPY
22.37
PEG Ratio
HEQQ
0.52
SPY
N/A
5Y Dividends CAGR
HEQQ
N/A
SPY
5.43%
5Y EPS CAGR
Winner
HEQQ
34.40%
SPY
26.05%
Debt to Equity
Winner
HEQQ
29.20%
SPY
32.40%
P/S Ratio
HEQQ
7.03
Winner
SPY
3.74
P/B Ratio
HEQQ
10.99
Winner
SPY
5.61

HEQQ vs SPY - Holdings Comparison

HEQQ and SPY have 49 common holdings. Overlap is 38.85%

HEQQ's top 25 holdings weight is 84.92%. SPY's top 25 holdings weight is 52.37%.

RankHEQQSPY
#1
NVIDIA CORP (NVDA) - 10.28%
NVIDIA CORP (NVDA) - 8.10%
#2
APPLE INC (AAPL) - 8.80%
APPLE INC (AAPL) - 7.02%
#3
ALPHABET INC CLASS C (GOOG) - 7.72%
MICROSOFT CORP (MSFT) - 4.79%
#4
MICROSOFT CORP (MSFT) - 6.52%
AMAZON.COM INC (AMZN) - 4.02%
#5
AMAZON.COM INC (AMZN) - 5.76%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MICRON TECHNOLOGY INC (MU) - 5.14%
BROADCOM INC (AVGO) - 3.10%
#7
ADVANCED MICRO DEVICES INC (AMD) - 4.53%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
WALMART INC (WMT) - 4.24%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
BROADCOM INC (AVGO) - 3.81%
TESLA INC (TSLA) - 1.89%
#10
INTEL CORP (INTC) - 3.66%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
META PLATFORMS INC CLASS A (META) - 3.64%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
TESLA INC (TSLA) - 3.44%
ELI LILLY AND CO (LLY) - 1.31%
#13
LAM RESEARCH CORP (LRCX) - 3.39%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.72%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ANALOG DEVICES INC (ADI) - 2.51%
EXXON MOBIL CORP (XOM) - 0.97%
#16
NETFLIX INC (NFLX) - 2.16%
INTEL CORP (INTC) - 0.90%
#17
ASML HOLDING NV ADR (ASML) - 1.41%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
PALO ALTO NETWORKS INC (PANW) - 1.33%
VISA INC CLASS A (V) - 0.85%
#19
n/a (PLTR) - 1.27%
WALMART INC (WMT) - 0.81%
#20
NXP SEMICONDUCTORS NV (NXPI) - 1.25%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ALNYLAM PHARMACEUTICALS INC (ALNY) - 0.28%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.28%
CATERPILLAR INC (CAT) - 0.66%
#23
TRANSDIGM GROUP INC (TDG) - 0.27%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
PHILIP MORRIS INTERNATIONAL INC (PM) - 0.26%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
SERVICENOW INC (NOW) - 0.25%
ABBVIE INC (ABBV) - 0.58%
Total Holdings65505

HEQQ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HEQQ
-0.94%
Winner
SPY
+1.90%
3M
HEQQ
+3.66%
Winner
SPY
+8.55%
6M
HEQQ
+2.40%
Winner
SPY
+8.18%
1Y
HEQQ
+15.35%
Winner
SPY
+25.79%
5Y(CAGR)
HEQQ
N/A
SPY
+13.32%
10Y(CAGR)
HEQQ
N/A
SPY
+15.19%
Max(CAGR)
Winner
HEQQ
+17.17%
SPY
+8.47%

HEQQ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHEQQSPY
2026+2.97%+8.26%
2025+17.20%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HEQQ vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HEQQ drawdown is -2.09%. The current SPY drawdown is -2.90%.

RankHEQQSPY
#1-7.64%
Jan 28, 2026 - Apr 24, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-6.73%
Mar 27, 2025 - May 1, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.34%
Oct 29, 2025 - Nov 28, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.92%
Dec 10, 2025 - Jan 9, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.09%
May 28, 2026 - Jun 5, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.82%
Jan 12, 2026 - Jan 27, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.41%
Oct 8, 2025 - Oct 20, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.02%
Aug 28, 2025 - Sep 4, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.98%
May 16, 2025 - May 27, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.89%
May 13, 2026 - May 28, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.81%
Aug 18, 2025 - Aug 26, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.72%
Jul 28, 2025 - Aug 4, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.72%
May 2, 2025 - May 8, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.46%
Oct 21, 2025 - Oct 24, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.46%
Sep 22, 2025 - Sep 30, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HEQQ and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

HEQQ vs SPY dividend yield comparison.

YearHEQQSPY
20260.01%0.24%
20250.19%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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