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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) has returned -3.23% so far this year and 14.74% over the past 12 months.
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
- 1D
- 2.06%
- 1M
- -2.61%
- YTD
- -3.23%
- 6M
- -1.15%
- 1Y
- 14.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 27, 2025, HEQQ's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, your investment would double in approximately 5.8 years.
Historically, 69% of months were positive and 31% were negative. The best month was May 2025 with a return of +4.6%, while the worst month was Mar 2026 at -2.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 2 months.
On a daily basis, HEQQ closed higher 61% of trading days. The best single day was Apr 9, 2025 with a return of +5.8%, while the worst single day was Apr 3, 2025 at -2.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.56% | -2.15% | -2.61% | -3.23% | |||||||||
| 2025 | -1.15% | 0.83% | 4.61% | 2.89% | 1.23% | 1.67% | 3.92% | 2.09% | 0.46% | -0.40% | 17.20% |
Benchmark Metrics
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF has an annualized alpha of 4.21%, beta of 0.59, and R² of 0.90 versus S&P 500 Index. Calculated based on daily prices since March 28, 2025.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (79.86%) than losses (68.77%) — typical of diversified or defensive assets.
- This ETF generated an annualized alpha of 4.21% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Beta of 0.59 indicates this ETF moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 4.21%
- Beta
- 0.59
- R²
- 0.90
- Upside Capture
- 79.86%
- Downside Capture
- 68.77%
Expense Ratio
HEQQ has an expense ratio of 0.50%, placing it in the medium range.
Return for Risk
Risk / Return Rank
HEQQ ranks 73 for risk / return — better than 73% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) and compare them to a chosen benchmark (S&P 500 Index).
| HEQQ | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.90 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.95 | 1.39 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.40 | +0.55 |
Martin ratioReturn relative to average drawdown | 7.68 | 6.61 | +1.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore HEQQ risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF provided a 0.20% dividend yield over the last twelve months, with an annual payout of $0.12 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $0.12 | $0.11 |
Dividend yield | 0.20% | 0.19% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.11 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF was 7.64%, occurring on Mar 30, 2026. The portfolio has not yet recovered.
The current JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF drawdown is 5.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -7.64% | Jan 29, 2026 | 42 | Mar 30, 2026 | — | — | — |
| -6.73% | Mar 28, 2025 | 8 | Apr 8, 2025 | 16 | May 1, 2025 | 24 |
| -3.34% | Oct 30, 2025 | 16 | Nov 20, 2025 | 5 | Nov 28, 2025 | 21 |
| -2.92% | Dec 11, 2025 | 5 | Dec 17, 2025 | 15 | Jan 9, 2026 | 20 |
| -1.82% | Jan 13, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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