MSFW vs HEQQ
Comparison between ROUNDHILL MSFT WEEKLYPAY ETF (MSFW, ETF) and JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF).
MSFW vs HEQQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MSFW vs HEQQ - Holdings Comparison
MSFW and HEQQ have 1 common holdings. Overlap is 6.42%
MSFW's top 25 holdings weight is 39.65%. HEQQ's top 25 holdings weight is 84.21%.
| Rank | MSFW | HEQQ |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 35.37% | NVIDIA CORP (NVDA) - 9.94% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.28% | APPLE INC (AAPL) - 8.39% |
| #3 | N/A | ALPHABET INC CLASS C (GOOG) - 6.82% |
| #4 | N/A | MICRON TECHNOLOGY INC (MU) - 6.81% |
| #5 | N/A | MICROSOFT CORP (MSFT) - 6.42% |
| #6 | N/A | AMAZON.COM INC (AMZN) - 5.18% |
| #7 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 4.72% |
| #8 | N/A | BROADCOM INC (AVGO) - 4.14% |
| #9 | N/A | WALMART INC (WMT) - 3.72% |
| #10 | N/A | LAM RESEARCH CORP (LRCX) - 3.47% |
| #11 | N/A | META PLATFORMS INC CLASS A (META) - 3.33% |
| #12 | N/A | TESLA INC (TSLA) - 3.20% |
| #13 | N/A | INTEL CORP (INTC) - 3.08% |
| #14 | N/A | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.90% |
| #15 | N/A | ANALOG DEVICES INC (ADI) - 2.50% |
| #16 | N/A | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.31% |
| #17 | N/A | NETFLIX INC (NFLX) - 1.90% |
| #18 | N/A | PALO ALTO NETWORKS INC (PANW) - 1.41% |
| #19 | N/A | ASML HOLDING NV ADR (ASML) - 1.38% |
| #20 | N/A | n/a (PLTR) - 1.32% |
| #21 | N/A | TRANSDIGM GROUP INC (TDG) - 0.26% |
| #22 | N/A | BRISTOL-MYERS SQUIBB CO (BMY) - 0.26% |
| #23 | N/A | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.26% |
| #24 | N/A | ALNYLAM PHARMACEUTICALS INC (ALNY) - 0.26% |
| #25 | N/A | EDWARDS LIFESCIENCES CORP (EW) - 0.23% |
| Total Holdings | 2 | 65 |
MSFW vs HEQQ - Historical Returns
Returns include dividend reinvestment.
MSFW vs HEQQ - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | MSFW | HEQQ |
|---|---|---|
| 2026 | -21.47% | +3.60% |
| 2025 | -7.87% | +17.20% |
MSFW vs HEQQ Drawdown Comparison
The maximum drawdown for MSFW was -40.42%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for HEQQ was -7.64%, occurring on Mar 30, 2026. Recovery took 60 trading sessions.
The current MSFW drawdown is -33.96%. The current HEQQ drawdown is -1.49%.
| Rank | MSFW | HEQQ |
|---|---|---|
| #1 | -40.42% Oct 28, 2025 - Mar 27, 2026 | -7.64% Jan 28, 2026 - Apr 24, 2026 |
| #2 | -9.13% Aug 4, 2025 - Oct 28, 2025 | -6.73% Mar 27, 2025 - May 1, 2025 |
| #3 | -1.92% Jul 31, 2025 - Aug 4, 2025 | -3.34% Oct 29, 2025 - Nov 28, 2025 |
| #4 | -0.36% Jul 25, 2025 - Jul 31, 2025 | -2.92% Dec 10, 2025 - Jan 9, 2026 |
| #5 | N/A | -2.45% May 28, 2026 - Jun 10, 2026 |
| #6 | N/A | -1.82% Jan 12, 2026 - Jan 27, 2026 |
| #7 | N/A | -1.41% Oct 8, 2025 - Oct 20, 2025 |
| #8 | N/A | -1.02% Aug 28, 2025 - Sep 4, 2025 |
| #9 | N/A | -0.98% May 16, 2025 - May 27, 2025 |
| #10 | N/A | -0.89% May 13, 2026 - May 28, 2026 |
| #11 | N/A | -0.81% Aug 18, 2025 - Aug 26, 2025 |
| #12 | N/A | -0.72% Jul 28, 2025 - Aug 4, 2025 |
| #13 | N/A | -0.72% May 2, 2025 - May 8, 2025 |
| #14 | N/A | -0.46% Oct 21, 2025 - Oct 24, 2025 |
| #15 | N/A | -0.46% Sep 22, 2025 - Sep 30, 2025 |
Correlation
Correlation between MSFW and HEQQ is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2025 - 2026)
MSFW vs HEQQ dividend yield comparison.
| Year | MSFW | HEQQ |
|---|---|---|
| 2026 | 15.11% | 0.01% |
| 2025 | 20.25% | 0.19% |
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