HEQT ETF

$31.82

Returns Overview

1 Month
+0.90%
3 Months
+2.20%
6 Months
+7.02%
YTD
+1.18%
1 Year
+9.07%
3 Years
+13.86%

Risk Metrics (5-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
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📉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

+0.90%

3 Months Performance

+2.20%

6 Months Performance

+7.02%

1 Year Performance

+9.07%

Benchmark & Peers

Benchmark
S&P 500 Index Total Return(NA)
This ETF (YTD)
+1.18%
Peer Avg (YTD)
-0.14%
vs Peers
+1.32%

HEQT ETF Performance

HEQT performance across multiple time periods: 1-month 0.90%, YTD 1.18%, 1-year 9.07%, 3-year 13.86%.

HEQT returns outperform the peer average of -0.14% 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+0.90%N/A
3 Months+2.20%N/A
6 Months+7.02%N/A
1 Year+9.07%N/A
3 Years+13.86%N/A

All returns shown are total returns, not annualized