HEQ ETF

$11.43

Returns Overview

1 Month
-0.44%
3 Months
+1.32%
6 Months
+7.85%
YTD
+10.95%
1 Year
+17.44%
3 Years (annualized)
+13.50%
5 Years (annualized)
+8.73%
10 Years (annualized)
+12.59%

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

1 Month Performance

-0.44%

3 Months Performance

+1.32%

6 Months Performance

+7.85%

1 Year Performance

+17.44%

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This ETF (YTD)
+10.95%
Peer Avg (YTD)
+8.71%
vs Peers
+2.24%

HEQ ETF Performance

HEQ performance across multiple time periods: 1-month -0.44%, YTD 10.95%, 1-year 17.44%, 3-year 13.50%, 5-year 8.73%, 10-year 12.59%.

HEQ returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.44%Jun 30, 2026 to Jul 30, 2026
3 Months+1.32%Apr 30, 2026 to Jul 30, 2026
6 Months+7.85%Jan 30, 2026 to Jul 30, 2026
1 Year+17.44%N/A
3 Years+13.50%N/A
5 Years+8.73%N/A

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