HEQQ vs XIMR
Comparison between JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF) and FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - MARCH (XIMR, ETF).
HEQQ vs XIMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEQQ
$31M
Winner
XIMR
$31M
Expense Ratio
Winner
HEQQ
0.50%
XIMR
0.85%
Max Drawdown
HEQQ
7.64%
Winner
XIMR
6.01%
Sharpe Ratio
HEQQ
0.99
Winner
XIMR
1.80
5Y Beta
HEQQ
0.56
Winner
XIMR
0.21
P/E Ratio
HEQQ
37.49
XIMR
N/A
Forward P/E
HEQQ
22.62
XIMR
N/A
PEG Ratio
HEQQ
0.29
XIMR
N/A
5Y EPS CAGR
HEQQ
31.46%
XIMR
N/A
Debt to Equity
HEQQ
31.31%
XIMR
N/A
P/S Ratio
HEQQ
6.66
XIMR
N/A
P/B Ratio
HEQQ
9.38
XIMR
N/A
HEQQ vs XIMR - Historical Returns
Returns include dividend reinvestment.
1M
HEQQ
-0.66%
Winner
XIMR
+0.49%
3M
Winner
HEQQ
+2.34%
XIMR
+1.70%
6M
HEQQ
+3.67%
Winner
XIMR
+4.62%
1Y
Winner
HEQQ
+12.74%
XIMR
+7.76%
Max(CAGR)
Winner
HEQQ
+16.39%
XIMR
+7.33%
HEQQ vs XIMR - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | HEQQ | XIMR |
|---|---|---|
| 2026 | +4.12% | +4.77% |
| 2025 | +17.20% | +6.79% |
| 2024 | N/A | +5.40% |
HEQQ vs XIMR Drawdown Comparison
The maximum drawdown for HEQQ was -7.64%, occurring on Mar 30, 2026. Recovery took 60 trading sessions.
The maximum drawdown for XIMR was -5.12%, occurring on Apr 8, 2025. Recovery took 33 trading sessions.
The current HEQQ drawdown is -0.99%.
| Rank | HEQQ | XIMR |
|---|---|---|
| #1 | -7.64% Jan 28, 2026 - Apr 24, 2026 | -5.12% Mar 25, 2025 - May 12, 2025 |
| #2 | -6.73% Mar 27, 2025 - May 1, 2025 | -1.88% Jul 15, 2024 - Aug 14, 2024 |
| #3 | -3.34% Oct 29, 2025 - Nov 28, 2025 | -1.08% Mar 25, 2026 - Apr 1, 2026 |
| #4 | -2.92% Dec 10, 2025 - Jan 9, 2026 | -1.08% Mar 28, 2024 - May 3, 2024 |
| #5 | -2.45% May 28, 2026 - Jun 10, 2026 | -0.63% May 15, 2025 - May 27, 2025 |
| #6 | -1.82% Jan 12, 2026 - Jan 27, 2026 | -0.50% May 29, 2026 - Jun 15, 2026 |
| #7 | -1.41% Oct 8, 2025 - Oct 20, 2025 | -0.42% Aug 30, 2024 - Sep 11, 2024 |
| #8 | -1.02% Aug 28, 2025 - Sep 4, 2025 | -0.41% Jun 10, 2025 - Jun 23, 2025 |
| #9 | -0.98% May 16, 2025 - May 27, 2025 | -0.40% Dec 17, 2024 - Dec 27, 2024 |
| #10 | -0.89% May 13, 2026 - May 28, 2026 | -0.35% Oct 9, 2025 - Oct 20, 2025 |
| #11 | -0.81% Aug 18, 2025 - Aug 26, 2025 | -0.34% Nov 12, 2025 - Nov 24, 2025 |
| #12 | -0.72% Jul 28, 2025 - Aug 4, 2025 | -0.32% Oct 28, 2024 - Nov 5, 2024 |
| #13 | -0.72% May 2, 2025 - May 8, 2025 | -0.30% Jun 15, 2026 - Jul 1, 2026 |
| #14 | -0.46% Oct 21, 2025 - Oct 24, 2025 | -0.29% Jun 18, 2024 - Jun 28, 2024 |
| #15 | -0.46% Sep 22, 2025 - Sep 30, 2025 | -0.28% Sep 27, 2024 - Oct 11, 2024 |
Correlation
Correlation between HEQQ and XIMR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2024 - 2026)
HEQQ vs XIMR dividend yield comparison.
| Year | HEQQ | XIMR |
|---|---|---|
| 2026 | 0.06% | 3.92% |
| 2025 | 0.19% | 6.41% |
| 2024 | 0.00% | 4.44% |
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