QBSF vs HEQQ

Comparison between ALLIANZIM U.S. EQUITY BUFFER15 ETF (QBSF, ETF) and JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF).

QBSF vs HEQQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QBSF(ETF)	HEQQ(ETF)
Net Assets	$34M	$34M
Expense Ratio	0.64%	0.50%
Max Drawdown	1.58%	7.64%
Sharpe Ratio	1.41	1.31
5Y Beta	0.17	0.56
P/E Ratio	N/A	39.38
Forward P/E	N/A	25.55
PEG Ratio	N/A	0.45
5Y EPS CAGR	N/A	34.52%
Debt to Equity	N/A	31.09%
P/S Ratio	N/A	7.02
P/B Ratio	N/A	11.05

Net Assets

QBSF

$34M

Winner

HEQQ

$34M

Expense Ratio

QBSF

0.64%

Winner

HEQQ

0.50%

Max Drawdown

Winner

QBSF

1.58%

HEQQ

7.64%

Sharpe Ratio

Winner

QBSF

1.41

HEQQ

1.31

5Y Beta

Winner

QBSF

0.17

HEQQ

0.56

P/E Ratio

QBSF

N/A

HEQQ

39.38

Forward P/E

QBSF

N/A

HEQQ

25.55

PEG Ratio

QBSF

N/A

HEQQ

0.45

5Y EPS CAGR

QBSF

N/A

HEQQ

34.52%

Debt to Equity

QBSF

N/A

HEQQ

31.09%

P/S Ratio

QBSF

N/A

HEQQ

7.02

P/B Ratio

QBSF

N/A

HEQQ

11.05

QBSF vs HEQQ - Historical Returns

Returns include dividend reinvestment.

Period	QBSF	HEQQ
1 month	+0.50%	-1.15%
3 months	+2.43%	+5.62%
6 months	+3.36%	+3.90%
1 year	+7.36%	+15.14%
Max(CAGR)	+7.79%	+17.47%

Winner

QBSF

+0.50%

HEQQ

-1.15%

QBSF

+2.43%

Winner

HEQQ

+5.62%

QBSF

+3.36%

Winner

HEQQ

+3.90%

QBSF

+7.36%

Winner

HEQQ

+15.14%

Max(CAGR)

QBSF

+7.79%

Winner

HEQQ

+17.47%

QBSF vs HEQQ - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	QBSF	HEQQ
2026	+2.46%	+3.60%
2025	+4.75%	+17.20%

QBSF vs HEQQ Drawdown Comparison

The maximum drawdown for QBSF was -1.58%, occurring on Mar 24, 2026. Recovery took 33 trading sessions.

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

The current HEQQ drawdown is -1.49%.

Rank	QBSF	HEQQ
#1	-1.58% Feb 25, 2026 - Apr 14, 2026	-7.64% Jan 28, 2026 - Apr 24, 2026
#2	-1.04% Nov 12, 2025 - Nov 26, 2025	-6.73% Mar 27, 2025 - May 1, 2025
#3	-0.76% Oct 8, 2025 - Oct 20, 2025	-3.34% Oct 29, 2025 - Nov 28, 2025
#4	-0.63% Dec 11, 2025 - Dec 19, 2025	-2.92% Dec 10, 2025 - Jan 9, 2026
#5	-0.56% Feb 10, 2026 - Feb 25, 2026	-2.45% May 28, 2026 - Jun 10, 2026
#6	-0.52% Feb 2, 2026 - Feb 10, 2026	-1.82% Jan 12, 2026 - Jan 27, 2026
#7	-0.47% Jul 28, 2025 - Aug 6, 2025	-1.41% Oct 8, 2025 - Oct 20, 2025
#8	-0.44% Jan 15, 2026 - Jan 26, 2026	-1.02% Aug 28, 2025 - Sep 4, 2025
#9	-0.39% Oct 29, 2025 - Nov 10, 2025	-0.98% May 16, 2025 - May 27, 2025
#10	-0.22% Aug 28, 2025 - Sep 4, 2025	-0.89% May 13, 2026 - May 28, 2026
#11	-0.20% Jun 1, 2026 - Jun 3, 2026	-0.81% Aug 18, 2025 - Aug 26, 2025
#12	-0.18% Jul 3, 2025 - Jul 9, 2025	-0.72% Jul 28, 2025 - Aug 4, 2025
#13	-0.18% Aug 14, 2025 - Aug 22, 2025	-0.72% May 2, 2025 - May 8, 2025
#14	-0.17% Jan 12, 2026 - Jan 15, 2026	-0.46% Oct 21, 2025 - Oct 24, 2025
#15	-0.17% Jan 27, 2026 - Feb 2, 2026	-0.46% Sep 22, 2025 - Sep 30, 2025