HEQT ETF

HEQT ETF
$34.53
See how much of HEQT you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.35%
3 Months
+2.36%
6 Months
+9.78%
YTD
+6.80%
1 Year
+9.67%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This ETF (YTD)
+6.80%
Peer Avg (YTD)
+16.41%
vs Peers
-9.61%

HEQT ETF Performance

HEQT performance across multiple time periods: 1-month -0.35%, YTD 6.80%, 1-year 9.67%, 3-year 10.90%.

HEQT returns trail the peer average of 16.41% 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

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.35%N/A
3 Months+2.36%N/A
6 Months+9.78%N/A
1 Year+9.67%N/A
3 Years+10.90%N/A

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