HEQ ETF

HEQ ETF
$11.30
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Returns Overview

1 Month
+1.78%
3 Months
+0.78%
6 Months
+3.93%
YTD
+10.04%
1 Year
+14.45%
3 Years (annualized)
+15.26%
5 Years (annualized)
+9.02%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HEQ have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This ETF (YTD)
+10.04%
Peer Avg (YTD)
+10.38%
vs Peers
-0.35%

HEQ ETF Performance

HEQ performance across multiple time periods: 1-month 1.78%, YTD 10.04%, 1-year 14.45%, 3-year 15.26%, 5-year 9.02%, 10-year 12.01%.

HEQ returns trail the peer average of 10.38% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this ETF.

HEQ vs another fund shows side-by-side returns. HEQ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal Return
1 Month+1.78%
3 Months+0.78%
6 Months+3.93%
1 Year+14.45%
3 Years+15.26%
5 Years+9.02%

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized. Return figures last updated Nov 8, 2026.