VPC vs HEQQ

Comparison between VIRTUS PRIVATE CREDIT STRATEGY ETF (VPC, ETF) and JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF).

VPC vs HEQQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VPC(ETF)	HEQQ(ETF)
Net Assets	$31M	$31M
Expense Ratio	10.60%	0.50%
Max Drawdown	55.28%	7.64%
Sharpe Ratio	-1.70	0.99
5Y Beta	0.52	0.56
P/E Ratio	N/A	37.49
Forward P/E	N/A	22.62
PEG Ratio	N/A	0.29
5Y Dividends CAGR	1.36%	N/A
5Y EPS CAGR	N/A	31.46%
Debt to Equity	N/A	31.31%
P/S Ratio	N/A	6.66
P/B Ratio	N/A	9.38

Net Assets

VPC

$31M

HEQQ

$31M

Expense Ratio

VPC

10.60%

Winner

HEQQ

0.50%

Max Drawdown

VPC

55.28%

Winner

HEQQ

7.64%

Sharpe Ratio

VPC

-1.70

Winner

HEQQ

0.99

5Y Beta

Winner

VPC

0.52

HEQQ

0.56

P/E Ratio

VPC

N/A

HEQQ

37.49

Forward P/E

VPC

N/A

HEQQ

22.62

PEG Ratio

VPC

N/A

HEQQ

0.29

5Y Dividends CAGR

VPC

1.36%

HEQQ

N/A

5Y EPS CAGR

VPC

N/A

HEQQ

31.46%

Debt to Equity

VPC

N/A

HEQQ

31.31%

P/S Ratio

VPC

N/A

HEQQ

6.66

P/B Ratio

VPC

N/A

HEQQ

9.38

VPC vs HEQQ - Historical Returns

Returns include dividend reinvestment.

Period	VPC	HEQQ
1 month	+2.57%	-0.66%
3 months	-4.03%	+2.34%
6 months	-13.18%	+3.67%
1 year	-17.52%	+12.74%
5 years(CAGR)	+0.89%	N/A
Max(CAGR)	+3.78%	+16.39%

Winner

VPC

+2.57%

HEQQ

-0.66%

VPC

-4.03%

Winner

HEQQ

+2.34%

VPC

-13.18%

Winner

HEQQ

+3.67%

VPC

-17.52%

Winner

HEQQ

+12.74%

5Y(CAGR)

VPC

+0.89%

HEQQ

N/A

Max(CAGR)

VPC

+3.78%

Winner

HEQQ

+16.39%

VPC vs HEQQ - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	VPC	HEQQ
2026	-11.54%	+4.12%
2025	-7.48%	+17.20%
2024	+10.24%	N/A
2023	+20.58%	N/A
2022	-12.20%	N/A
2021	+33.54%	N/A
2020	-9.76%	N/A
2019	+9.34%	N/A

VPC vs HEQQ Drawdown Comparison

The maximum drawdown for VPC was -53.45%, occurring on Mar 23, 2020. Recovery took 259 trading sessions.

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

The current VPC drawdown is -21.00%. The current HEQQ drawdown is -0.99%.

Rank	VPC	HEQQ
#1	-53.45% Feb 20, 2020 - Mar 2, 2021	-7.64% Jan 28, 2026 - Apr 24, 2026
#2	-24.84% Feb 20, 2025 - Mar 13, 2026	-6.73% Mar 27, 2025 - May 1, 2025
#3	-20.83% Jan 12, 2022 - Sep 19, 2023	-3.34% Oct 29, 2025 - Nov 28, 2025
#4	-7.11% Sep 19, 2023 - Nov 27, 2023	-2.92% Dec 10, 2025 - Jan 9, 2026
#5	-6.18% Jul 15, 2024 - Nov 25, 2024	-2.45% May 28, 2026 - Jun 10, 2026
#6	-4.70% Nov 8, 2021 - Jan 11, 2022	-1.82% Jan 12, 2026 - Jan 27, 2026
#7	-4.20% May 7, 2021 - May 27, 2021	-1.41% Oct 8, 2025 - Oct 20, 2025
#8	-3.73% Jul 15, 2019 - Sep 20, 2019	-1.02% Aug 28, 2025 - Sep 4, 2025
#9	-3.62% May 3, 2019 - Jul 11, 2019	-0.98% May 16, 2025 - May 27, 2025
#10	-3.34% Jul 12, 2021 - Aug 11, 2021	-0.89% May 13, 2026 - May 28, 2026
#11	-3.17% Dec 9, 2024 - Jan 16, 2025	-0.81% Aug 18, 2025 - Aug 26, 2025
#12	-3.16% Sep 20, 2019 - Nov 27, 2019	-0.72% Jul 28, 2025 - Aug 4, 2025
#13	-3.04% Feb 22, 2019 - Apr 29, 2019	-0.72% May 2, 2025 - May 8, 2025
#14	-2.92% Aug 16, 2021 - Oct 5, 2021	-0.46% Oct 21, 2025 - Oct 24, 2025
#15	-2.80% Mar 28, 2024 - Apr 23, 2024	-0.46% Sep 22, 2025 - Sep 30, 2025

Correlation

Correlation between VPC and HEQQ is -0.67 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.67

-101