HEQT ETF

Returns Overview

1 Month
-0.38%
3 Months
+6.04%
6 Months
+3.76%
YTD
+4.05%
1 Year
+15.34%
3 Years
+14.34%

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
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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

-0.38%

3 Months Performance

+6.04%

6 Months Performance

+3.76%

1 Year Performance

+15.34%

Benchmark & Peers

Benchmark
S&P 500 Index Total Return(NA)
This ETF (YTD)
+4.05%
Peer Avg (YTD)
+14.18%
vs Peers
-10.13%

HEQT ETF Performance

HEQT performance across multiple time periods: 1-month -0.38%, YTD 4.05%, 1-year 15.34%, 3-year 14.34%.

HEQT returns trail the peer average of 14.18% 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-0.38%May 26, 2026 to Jun 23, 2026
3 Months+6.04%Mar 23, 2026 to Jun 23, 2026
6 Months+3.76%Dec 23, 2025 to Jun 23, 2026
1 Year+15.34%N/A
3 Years+14.34%N/A

All returns shown are total returns, not annualized