HEQT ETF

$34.45

Returns Overview

1 Month
-0.15%
3 Months
+7.24%
6 Months
+4.83%
YTD
+4.67%
1 Year
+12.30%
3 Years (annualized)
+14.12%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HEQT 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This ETF (YTD)
+4.67%
Peer Avg (YTD)
+16.06%
vs Peers
-11.39%

HEQT ETF Performance

HEQT performance across multiple time periods: 1-month -0.15%, YTD 4.67%, 1-year 12.30%, 3-year 14.12%.

HEQT returns trail the peer average of 16.06% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this ETF.

HEQT performance comparison shows side-by-side returns with another fund. HEQT alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.15%N/A
3 Months+7.24%N/A
6 Months+4.83%N/A
1 Year+12.30%N/A
3 Years+14.12%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized