ANAU.DE vs. HEQQ
ANAU.DE (AXA IM NASDAQ 100 UCITS ETF - USD Acc) and HEQQ (JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF) are both Nasdaq-100 funds. Over the past year, ANAU.DE returned 15.52% vs 12.89% for HEQQ. A 0.55 correlation means they provide meaningful diversification when combined. ANAU.DE charges 0.14%/yr vs 0.50%/yr for HEQQ.
Performance
ANAU.DE vs. HEQQ - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with ANAU.DE having a 3.32% return and HEQQ slightly higher at 3.48%.
ANAU.DE
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 4.61%
- YTD
- 3.32%
- 1Y
- 15.52%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HEQQ
- 1D
- -0.65%
- 1M
- -1.13%
- 6M
- 3.41%
- YTD
- 3.48%
- 1Y
- 12.89%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ANAU.DE vs. HEQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ANAU.DE AXA IM NASDAQ 100 UCITS ETF - USD Acc | 3.32% | 27.96% |
HEQQ JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF | 3.48% | 16.96% |
Correlation
The correlation between ANAU.DE and HEQQ is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2025 | 0.55 |
The correlation between ANAU.DE and HEQQ has been stable across timeframes, ranging from 0.55 to 0.60 - a consistent structural relationship.
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Return for Risk
ANAU.DE vs. HEQQ — Risk / Return Rank
ANAU.DE
HEQQ
ANAU.DE vs. HEQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AXA IM NASDAQ 100 UCITS ETF - USD Acc (ANAU.DE) and JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ANAU.DE | HEQQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.04 | ||
| Sortino ratioReturn per unit of downside risk | -1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.29 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.73 | -1.38 |
| Martin ratioReturn relative to average drawdown | 1.13 | 6.71 | -5.58 |
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Drawdowns
ANAU.DE vs. HEQQ - Drawdown Comparison
The maximum ANAU.DE drawdown since its inception was -22.35%, which is greater than HEQQ's maximum drawdown of -7.64%. Use the drawdown chart below to compare losses from any high point for ANAU.DE and HEQQ.
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Drawdown Indicators
| ANAU.DE | HEQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.35% | -7.64% | -14.71% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -7.64% | -3.24% |
Current DrawdownCurrent decline from peak | 0.00% | -1.67% | +1.67% |
Average DrawdownAverage peak-to-trough decline | -3.06% | -1.12% | -1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 1.96% | +1.12% |
Volatility
ANAU.DE vs. HEQQ - Volatility Comparison
The current volatility for AXA IM NASDAQ 100 UCITS ETF - USD Acc (ANAU.DE) is 1.73%, while JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) has a volatility of 2.75%. This indicates that ANAU.DE experiences smaller price fluctuations and is considered to be less risky than HEQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANAU.DE | HEQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.73% | 2.75% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.22% | 6.72% | +0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.27% | 8.48% | +7.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 10.80% | +7.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.48% | 10.80% | +7.68% |
ANAU.DE vs. HEQQ - Expense Ratio Comparison
ANAU.DE has a 0.14% expense ratio, which is lower than HEQQ's 0.50% expense ratio.
Dividends
ANAU.DE vs. HEQQ - Dividend Comparison
ANAU.DE has not paid dividends to shareholders, while HEQQ's dividend yield for the trailing twelve months is around 0.22%.
| Position | TTM | 2025 |
|---|---|---|
ANAU.DE AXA IM NASDAQ 100 UCITS ETF - USD Acc | 0.00% | 0.00% |
HEQQ JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF | 0.22% | 0.19% |
Frequently Asked Questions
ANAU.DE and HEQQ have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ANAU.DE is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ANAU.DE is cheaper with a 0.14% expense ratio, compared with 0.50% for HEQQ.
They also come from different issuers: AXA IM and JPMorgan. Their fees differ too: 0.14% for ANAU.DE and 0.50% for HEQQ.
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