HEQQ vs OGIG
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF vs ALPS O'Shares Global Internet Giants ETF
Which is better, HEQQ or OGIG?
HEQQ has been ahead.
OGIG has a lower expense ratio. HEQQ led over 1Y and the full window. OGIG is less concentrated, with 45.0% of the fund in its ten largest positions against 53.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HEQQ | OGIG |
|---|---|---|
| Expense Ratio | 0.50% | 0.48%Best |
| AUM | $31M | $106M |
| Dividend Yield | 0.16% | 0.08% |
| Holdings | 108 | 55 |
| YTD Return | +6.38%Best | -2.92% |
| 1Y Return | +8.87%Best | -10.78% |
| 3Y Return (annualized) | - | +16.94% |
| 5Y Return (annualized) | - | -2.00% |
| Volatility (annualized) | 8.3%Best | 23.5% |
| Max Drawdown | -7.6%Best | -33.2% |
| $10,000 over 1.5 years | $12,392Best | $11,042 |
| Top 10 Weight | 53.6% | 45.0%Best |
| Fund Family | J.P. Morgan Asset Management | ALPS Advisors |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Mar 26, 2025 | Jun 5, 2018 |
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 27, 2025 to Oct 14, 2026 (1.5 years).
HEQQ vs OGIG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.
HEQQ vs OGIG Performance
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) is an ETF from J.P. Morgan Asset Management and ALPS O'Shares Global Internet Giants ETF (OGIG) is an ETF from ALPS Advisors. Over the past year HEQQ returned +8.87% while OGIG returned -10.78%. Year to date, HEQQ is up 6.38% versus a loss of 2.92% for OGIG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OGIG has been the more volatile fund, with annualized monthly volatility of 23.5% compared with 8.3% 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 -33.2% for OGIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HEQQ charges 0.50% per year while OGIG charges 0.48%. On a $10,000 position that is $50 vs $48 annually, a gap of $2 per year that compounds over a long holding period. On income, HEQQ currently yields 0.16% against 0.08% for OGIG.
Holdings Overlap
24.8% of HEQQ's money is in holdings OGIG also owns. 47.0% of OGIG's money is in holdings HEQQ also owns.
The two portfolios partly overlap.
17 positions in common, counted across the 98 positions we hold weights for in HEQQ and 51 in OGIG, against full books of 108 and 55.
What only one of them owns
Our book lists 25 positions for OGIG that do not appear in our book for HEQQ (42.3% of the fund), and 77 for HEQQ that do not appear in OGIG (72.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in HEQQ | Weight in OGIG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.80% | 6.05% | 0.75% |
| AMZNAmazon.Com Inc | 4.79% | 5.75% | 0.96% |
| METAMeta Platforms Inc | 3.47% | 6.50% | 3.03% |
| PLTRPalantir Technologies Inc | 1.42% | 5.05% | 3.63% |
| PANWPalo Alto Networks, Inc | 1.75% | 3.13% | 1.38% |
| ORCLOracle Corp - Common | 0.24% | 4.03% | 3.79% |
| SHOP:CAShopify Inc | 0.60% | 2.94% | 2.34% |
| NFLXNetflix, Inc. | 1.71% | 1.30% | 0.41% |
| MELIMercadolibre Inc | 0.50% | 1.98% | 1.48% |
| APPAppLovin Corp. Com Cl A | 0.43% | 2.03% | 1.60% |
47.0% of OGIG is already inside HEQQ.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HEQQ or OGIG?
HEQQ has an expense ratio of 0.50% while OGIG charges 0.48%. OGIG is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, HEQQ or OGIG?
Over the past year HEQQ returned +8.87% vs -10.78% for OGIG, so HEQQ leads on 1-year performance. Over the longest common window we track (2 years), HEQQ annualized +15.37% vs +6.83% for OGIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HEQQ or OGIG?
OGIG has been the more volatile fund at 23.5% annualized versus 8.3% for HEQQ. Worst drawdown: HEQQ -7.6% vs OGIG -33.2%.
Should I hold both HEQQ and OGIG?
HEQQ and OGIG have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between HEQQ and OGIG?
47.0% of OGIG's money is in holdings HEQQ also owns. 47.0% of OGIG's is in holdings HEQQ also owns. They hold 17 positions in common, counted across the 98 positions we hold weights for in HEQQ and 51 in OGIG.
Which pays a higher dividend, HEQQ or OGIG?
HEQQ yields 0.16% while OGIG yields 0.08%, so HEQQ currently pays the higher dividend yield.
Is OGIG better than HEQQ?
OGIG has a lower expense ratio. HEQQ led over 1Y and the full window. OGIG is less concentrated, with 45.0% of the fund in its ten largest positions against 53.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.