HEQQ vs VXUS
HEQQ vs VXUS
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | HEQQ | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.05% | |
| AUM | $30M | $156.5B | |
| Dividend Yield | 0.10% | 2.60% | |
| Holdings | 106 | 8,747 | |
| YTD Return | +4.50% | +13.65% | |
| 1Y Return | +12.88% | +28.53% | |
| 3Y Return (annualized) | - | +18.64% | |
| 5Y Return (annualized) | - | +9.00% | |
| Volatility (annualized) | 8.6% | 15.1% | |
| Max Drawdown | -7.6% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 26, 2025 | Jan 26, 2011 |
HEQQ vs VXUS Performance
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) is a ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year HEQQ returned +12.88% while VXUS returned +28.53%. Year to date, HEQQ is up 4.50% versus a gain of 13.65% for VXUS.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.6% for HEQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -7.6% for HEQQ and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HEQQ charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, HEQQ currently yields 0.10% against 2.60% for VXUS.
Holdings Overlap
HEQQ and VXUS share 2 holdings out of 7956 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HEQQ or VXUS?
HEQQ has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, HEQQ or VXUS?
Over the past year HEQQ returned +12.88% vs +28.53% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (1 years), HEQQ annualized +16.19% vs +4.81% for VXUS. Past performance does not guarantee future results.
Which is riskier, HEQQ or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 8.6% for HEQQ. Worst drawdown: HEQQ -7.6% vs VXUS -39.9%.
Should I hold both HEQQ and VXUS?
HEQQ and VXUS have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HEQQ and VXUS?
HEQQ and VXUS share 2 common holdings with a 0.3% weight overlap. Combined, they hold 7956 unique securities.
Which pays a higher dividend, HEQQ or VXUS?
HEQQ yields 0.10% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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