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HEQQ vs. XNDX.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HEQQ vs. XNDX.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) and Xtrackers Nasdaq 100 Swap UCITS ETF 1D USD (XNDX.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

HEQQ is traded in USD, while XNDX.DE is traded in EUR. To make them comparable, the XNDX.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, HEQQ achieves a 4.36% return, which is significantly lower than XNDX.DE's 19.28% return.


HEQQ

1D
-0.29%
1M
0.32%
YTD
4.36%
6M
4.07%
1Y
16.57%
3Y*
5Y*
10Y*

XNDX.DE

1D
-0.70%
1M
8.56%
YTD
19.28%
6M
19.22%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HEQQ vs. XNDX.DE - Yearly Performance Comparison


Correlation

The correlation between HEQQ and XNDX.DE is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 15, 2025

0.66

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Return for Risk

HEQQ vs. XNDX.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HEQQ
HEQQ Risk / Return Rank: 5757
Overall Rank
HEQQ Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
HEQQ Sortino Ratio Rank: 6262
Sortino Ratio Rank
HEQQ Omega Ratio Rank: 6767
Omega Ratio Rank
HEQQ Calmar Ratio Rank: 4444
Calmar Ratio Rank
HEQQ Martin Ratio Rank: 5151
Martin Ratio Rank

XNDX.DE
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HEQQ vs. XNDX.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) and Xtrackers Nasdaq 100 Swap UCITS ETF 1D USD (XNDX.DE). 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.


HEQQXNDX.DEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.39

Calmar ratioReturn relative to maximum drawdown

2.18

Martin ratioReturn relative to average drawdown

8.59

HEQQ vs. XNDX.DE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HEQQXNDX.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.04

Sharpe Ratio (All Time)

Calculated using the full available price history

1.71

0.50

+1.21

Drawdowns

HEQQ vs. XNDX.DE - Drawdown Comparison

The maximum HEQQ drawdown since its inception was -7.64%, smaller than the maximum XNDX.DE drawdown of -21.05%. Use the drawdown chart below to compare losses from any high point for HEQQ and XNDX.DE.


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Drawdown Indicators


HEQQXNDX.DEDifference

Max Drawdown

Largest peak-to-trough decline

-7.64%

-21.05%

+13.41%

Max Drawdown (1Y)

Largest decline over 1 year

-7.64%

Current Drawdown

Current decline from peak

-0.84%

-0.85%

+0.01%

Average Drawdown

Average peak-to-trough decline

-1.11%

-10.49%

+9.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.93%

Volatility

HEQQ vs. XNDX.DE - Volatility Comparison


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Volatility by Period


HEQQXNDX.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.33%

Volatility (6M)

Calculated over the trailing 6-month period

6.63%

Volatility (1Y)

Calculated over the trailing 1-year period

8.14%

32.09%

-23.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.87%

32.09%

-21.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.87%

32.09%

-21.22%

HEQQ vs. XNDX.DE - Expense Ratio Comparison

HEQQ has a 0.50% expense ratio, which is higher than XNDX.DE's 0.18% expense ratio.


Dividends

HEQQ vs. XNDX.DE - Dividend Comparison

HEQQ's dividend yield for the trailing twelve months is around 0.19%, more than XNDX.DE's 0.09% yield.


Frequently Asked Questions


HEQQ and XNDX.DE have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XNDX.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XNDX.DE is cheaper with a 0.18% expense ratio, compared with 0.50% for HEQQ.

They also come from different issuers: JPMorgan and Xtrackers. Their fees differ too: 0.50% for HEQQ and 0.18% for XNDX.DE.

Portfolio Optimizer

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