HEQQ vs WUGI
Comparison between JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF) and AXS ESOTERICA NEXTG ECONOMY ETF (WUGI, ETF).
HEQQ vs WUGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HEQQ
$32M
WUGI
$32M
Expense Ratio
Winner
HEQQ
0.50%
WUGI
0.79%
Max Drawdown
Winner
HEQQ
7.64%
WUGI
56.41%
Sharpe Ratio
Winner
HEQQ
1.31
WUGI
1.19
5Y Beta
Winner
HEQQ
0.56
WUGI
1.44
P/E Ratio
Winner
HEQQ
41.56
WUGI
51.14
Forward P/E
Winner
HEQQ
28.25
WUGI
32.47
PEG Ratio
HEQQ
0.52
Winner
WUGI
0.50
5Y EPS CAGR
HEQQ
34.40%
Winner
WUGI
46.45%
Debt to Equity
HEQQ
29.20%
WUGI
N/A
P/S Ratio
HEQQ
7.03
Winner
WUGI
2.48
P/B Ratio
Winner
HEQQ
10.99
WUGI
11.20
HEQQ vs WUGI - Holdings Comparison
HEQQ and WUGI have 12 common holdings. Overlap is 23.31%
HEQQ's top 25 holdings weight is 84.92%. WUGI's top 25 holdings weight is 96.53%.
| Rank | HEQQ | WUGI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 10.28% | NVIDIA CORP (NVDA) - 17.96% |
| #2 | APPLE INC (AAPL) - 8.80% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 15.50% |
| #3 | ALPHABET INC CLASS C (GOOG) - 7.72% | BROADCOM INC (AVGO) - 9.08% |
| #4 | MICROSOFT CORP (MSFT) - 6.52% | SYNOPSYS INC (SNPS) - 6.02% |
| #5 | AMAZON.COM INC (AMZN) - 5.76% | META PLATFORMS INC CLASS A (META) - 4.62% |
| #6 | MICRON TECHNOLOGY INC (MU) - 5.14% | AMAZON.COM INC (AMZN) - 3.67% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 4.53% | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.20% |
| #8 | WALMART INC (WMT) - 4.24% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.01% |
| #9 | BROADCOM INC (AVGO) - 3.81% | GE VERNOVA INC (GEV) - 2.86% |
| #10 | INTEL CORP (INTC) - 3.66% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.79% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.64% | KRANESHARES CSI CHINA INTERNET ETF (KWEB) - 2.76% |
| #12 | TESLA INC (TSLA) - 3.44% | EATON CORP PLC (ETN) - 2.64% |
| #13 | LAM RESEARCH CORP (LRCX) - 3.39% | CLOUDFLARE INC (NET) - 2.55% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.72% | ASML HOLDING NV ADR (ASML) - 2.42% |
| #15 | ANALOG DEVICES INC (ADI) - 2.51% | STT STRT® SPDR® S&P® ARSPC & DFNC ETF (XAR) - 2.41% |
| #16 | NETFLIX INC (NFLX) - 2.16% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 2.10% |
| #17 | ASML HOLDING NV ADR (ASML) - 1.41% | ALPHABET INC CLASS C (GOOG) - 1.92% |
| #18 | PALO ALTO NETWORKS INC (PANW) - 1.33% | MONGODB INC CLASS A (MDB) - 1.82% |
| #19 | n/a (PLTR) - 1.27% | APPLIED MATERIALS INC (AMAT) - 1.62% |
| #20 | NXP SEMICONDUCTORS NV (NXPI) - 1.25% | INTEL CORP (INTC) - 1.56% |
| #21 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 0.28% | ADVANCED MICRO DEVICES INC (AMD) - 1.40% |
| #22 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.28% | US DOLLARS (n/a) - 1.32% |
| #23 | TRANSDIGM GROUP INC (TDG) - 0.27% | MEITUAN CLASS B (n/a) - 1.17% |
| #24 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.26% | TENCENT HOLDINGS LTD (n/a) - 1.08% |
| #25 | SERVICENOW INC (NOW) - 0.25% | ISHARES BITCOIN TRUST ETF (IBIT) - 1.05% |
| Total Holdings | 65 | 35 |
HEQQ vs WUGI - Historical Returns
Returns include dividend reinvestment.
1M
HEQQ
-0.94%
Winner
WUGI
+6.24%
3M
HEQQ
+3.66%
Winner
WUGI
+23.10%
6M
HEQQ
+2.40%
Winner
WUGI
+16.75%
1Y
HEQQ
+15.35%
Winner
WUGI
+33.92%
5Y(CAGR)
HEQQ
N/A
WUGI
+15.60%
Max(CAGR)
HEQQ
+17.17%
Winner
WUGI
+26.30%
HEQQ vs WUGI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HEQQ | WUGI |
|---|---|---|
| 2026 | +2.97% | +17.29% |
| 2025 | +17.20% | +21.84% |
| 2024 | N/A | +51.32% |
| 2023 | N/A | +63.11% |
| 2022 | N/A | -49.75% |
| 2021 | N/A | +26.02% |
| 2020 | N/A | +95.37% |
HEQQ vs WUGI Drawdown Comparison
The maximum drawdown for HEQQ was -7.64%, occurring on Mar 30, 2026. Recovery took 60 trading sessions.
The maximum drawdown for WUGI was -56.41%, occurring on Nov 9, 2022. Recovery took 646 trading sessions.
The current HEQQ drawdown is -2.09%. The current WUGI drawdown is -8.10%.
| Rank | HEQQ | WUGI |
|---|---|---|
| #1 | -7.64% Jan 28, 2026 - Apr 24, 2026 | -56.41% Nov 16, 2021 - Jun 13, 2024 |
| #2 | -6.73% Mar 27, 2025 - May 1, 2025 | -27.49% Feb 14, 2025 - Jun 24, 2025 |
| #3 | -3.34% Oct 29, 2025 - Nov 28, 2025 | -23.98% Feb 12, 2021 - Sep 3, 2021 |
| #4 | -2.92% Dec 10, 2025 - Jan 9, 2026 | -18.11% Oct 29, 2025 - Apr 22, 2026 |
| #5 | -2.09% May 28, 2026 - Jun 5, 2026 | -16.13% Jul 10, 2024 - Oct 4, 2024 |
| #6 | -1.82% Jan 12, 2026 - Jan 27, 2026 | -10.53% Sep 7, 2021 - Oct 18, 2021 |
| #7 | -1.41% Oct 8, 2025 - Oct 20, 2025 | -10.53% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -1.02% Aug 28, 2025 - Sep 4, 2025 | -8.10% Jun 3, 2026 - Jun 5, 2026 |
| #9 | -0.98% May 16, 2025 - May 27, 2025 | -7.79% Nov 6, 2020 - Nov 27, 2020 |
| #10 | -0.89% May 13, 2026 - May 28, 2026 | -7.71% Oct 13, 2020 - Nov 5, 2020 |
| #11 | -0.81% Aug 18, 2025 - Aug 26, 2025 | -6.31% Nov 7, 2024 - Dec 9, 2024 |
| #12 | -0.72% Jul 28, 2025 - Aug 4, 2025 | -6.04% Jan 22, 2021 - Feb 2, 2021 |
| #13 | -0.72% May 2, 2025 - May 8, 2025 | -5.72% May 14, 2026 - May 26, 2026 |
| #14 | -0.46% Oct 21, 2025 - Oct 24, 2025 | -5.68% Aug 6, 2020 - Aug 21, 2020 |
| #15 | -0.46% Sep 22, 2025 - Sep 30, 2025 | -5.29% Mar 31, 2020 - Apr 6, 2020 |
Correlation
Correlation between HEQQ and WUGI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2024 - 2026)
HEQQ vs WUGI dividend yield comparison.
| Year | HEQQ | WUGI |
|---|---|---|
| 2026 | 0.01% | 0.00% |
| 2025 | 0.19% | 22.83% |
| 2024 | 0.00% | 4.09% |
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