HEQT ETF

HEQT ETF
$34.44
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Returns Overview

1 Month
+2.14%
3 Months
+2.57%
6 Months
+5.85%
YTD
+7.17%
1 Year
+13.03%
3 Years (annualized)
+10.90%

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
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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
S&P 500 Index Total Return
This ETF (YTD)
+7.17%
Peer Avg (YTD)
+14.35%
vs Peers
-7.18%

HEQT ETF Performance

HEQT performance across multiple time periods: 1-month 2.14%, YTD 7.17%, 1-year 13.03%, 3-year 10.90%.

HEQT returns trail the peer average of 14.35% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.14%N/A
3 Months+2.57%N/A
6 Months+5.85%N/A
1 Year+13.03%N/A
3 Years+10.90%N/A

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