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ETF Aktiv verwaltete Strategie
TER
0,50% p.a.
Distributiebeleid
Ausschüttend
Replicatie
Physisch
Fondsgrootte
CHF 7 m
Startdatum
7. Oktober 2025
Bedrijven
92
Overzicht
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Beschrijving
De JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) is een actief beheerde ETF.
The ETF tracks the performance of the Nasdaq 100 while using options in an attempt to buffer investors against losses. The buffer strategy comes with the drawback that possible value gains are capped.
Documenten
Grafiek
Basis
Data
| Index | J.P. Morgan Nasdaq Hedged Equity Laddered Overlay Active |
| Investeringsfocus | Equity, United States, Buffer |
| Fondsgrootte | CHF 7 m |
| Totale kostenratio (TER) | 0.50% p.a. |
| Replicatie | Fysiek (Volledige replicatie) |
| Juridische structuur | ETF |
| Strategierisico | Actief beheerd |
| Duurzaamheid | No |
| Valuta van het fonds | USD |
| Valutarisico | Valuta niet gedekt |
| Volatiliteit 1 jaar (in CHF) | - |
| Startdatum/Noteringsdatum | 7 October 2025 |
| Distributiebeleid | Distribueren |
| Distributiefrequentie | Per kwartaal |
| Vestigingsplaats van het fonds | Ireland |
| Fondsaanbieder | J.P. Morgan |
| Fondsstructuur | Open-ended Investment Company (OEIC) |
| UCITS-conformiteit | Yes |
| Administrateur | Brown Brothers Harriman Fund Administration Services (Ireland) Limited |
| Beleggingsadviseur | J. P. Morgan Investment Management Inc. |
| Bewaarbank | Brown Brothers Harriman Trustee Services (Ireland) Limited |
| Revisiebedrijf | PricewaterhouseCoopers (Ireland) |
| Einde belastingjaar | 31 December |
| Vertegenwoordiger van Zwitserland | JPMorgan Asset Management (Switzerland) LLC |
| Zwitserse uitbetalende instantie | J.P. Morgan (Suisse) SA |
| Duitsland | Unknown |
| Zwitserland | ESTV Reporting |
| Oostenrijk | Non-Tax Reporting Fund |
| UK | UK Reporting |
| Indextype | Totale rendementsindex |
| Swap tegenpartij | - |
| Collateral manager | |
| Effectenlening | No |
| Tegenpartij die effecten uitleent |
Vergelijkbare ETF
In dit gedeelte vind je informatie over andere ETF met een vergelijkbare beleggingsfocus als de JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)
Vergelijkbare ETF via ETF zoeken
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Holdings
Below you find information about the composition of the JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist).
Top 10 Holdings
Weight of top 10 holdings
out of 92
51,39%
| NVIDIA Corp. | 9,22% |
| Apple | 7,47% |
| Alphabet, Inc. C | 6,88% |
| Microsoft | 6,41% |
| Amazon.com, Inc. | 5,29% |
| Meta Platforms | 4,33% |
| Tesla | 3,45% |
| Micron Technology | 2,88% |
| Broadcom Inc. | 2,74% |
| Walmart, Inc. | 2,72% |
Countries
| USA | 90,43% |
| Irland | 1,55% |
| Sonstige | 8,02% |
Sectors
| Technologie | 47,86% |
| Telekommunikation | 15,37% |
| Nicht-Basiskonsumgüter | 13,58% |
| Basiskonsumgüter | 7,10% |
| Sonstige | 16,09% |
As of 30.01.2026
ETF Savings plan offers
Hier findest du Informationen zu den aktuell verfügbaren Sparplan-Angeboten für diesen ETF. Mithilfe der Tabelle kannst du alle Sparplan-Angebote für die gewählte Sparrate vergleichen.
Select your savings amount:
| Broker | Rating | Execution fee | Account fee | |
|---|---|---|---|---|
 | 0,00 € | 0,00 € | View offer** | |
 | 0,00 € | 0,00 € | View offer* | |
 | 0,00 € | 0,00 € | View offer* |
Bron: justETF Research; Vanaf 3/2026. De aanbiedingen zijn als volgt gesorteerd: 1. Rating 2. Kosten beleggingsplan 3. Aantal ETF-beleggingsplannen. Er kan geen garantie worden gegeven voor de volledigheid en juistheid van de vermelde informatie. De informatie van de online brokers is doorslaggevend. Naast de aangegeven makelaarskosten kunnen extra kosten (bijv. spreads, fooien en productkosten) van toepassing zijn.
*Affiliate link
** Belangrijke opmerking: Sinds 2021 maken wij deel uit van de Scalable-groep en zijn wij een 100% dochteronderneming van Scalable GmbH. Hierdoor zijn wij economisch verbonden, maar redactioneel onafhankelijk. Belangenconflicten worden vermeden, omdat brokers – inclusief Scalable – worden beoordeeld volgens uniforme, objectieve criteria. Want uiteindelijk moet jij zelf beslissen hoe en bij wie je wilt beleggen.
*Affiliate link
** Belangrijke opmerking: Sinds 2021 maken wij deel uit van de Scalable-groep en zijn wij een 100% dochteronderneming van Scalable GmbH. Hierdoor zijn wij economisch verbonden, maar redactioneel onafhankelijk. Belangenconflicten worden vermeden, omdat brokers – inclusief Scalable – worden beoordeeld volgens uniforme, objectieve criteria. Want uiteindelijk moet jij zelf beslissen hoe en bij wie je wilt beleggen.
Performance
Die Wertentwicklungsangaben beinhalten Ausschüttungen/Dividenden (falls vorhanden). Es wird standardmässig die Gesamtperformance des ETF angezeigt.
Returns overview
| YTD | -2.23% |
| 1 month | +1.59% |
| 3 months | -2.18% |
| 6 months | - |
| 1 year | - |
| 3 years | - |
| 5 years | - |
| Since inception (MAX) | -1.52% |
| 2025 | - |
| 2024 | - |
| 2023 | - |
| 2022 | - |
Monthly returns in a heat map
Dividends
Current dividend yield
| Aktuelle Ausschüttungsrendite | - |
| Dividends (last 12 months) | - |
Historic dividend yields
| Period | Dividend in CHF | Dividend yield in % |
|---|---|---|
| 1 Jahr | - | - |
Dividend yield contribution
Monthly dividends
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | - |
| Volatility 3 years | - |
| Volatility 5 years | - |
| Return per risk 1 year | - |
| Return per risk 3 years | - |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | - |
| Maximum drawdown 3 years | - |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -4.07% |
Rolling 1 year volatility
Stock exchange
Listings
| Listing | Trade Currency | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| London Stock Exchange | USD | HEQD | HEQD LN HEQDUSIV | HEQD.L HEQDUSiv.P | |
| XETRA | EUR | HEQD | HEQD GY HEQDEUIV | HEQD.DE HEQDEUiv.P |
Meer informatie
Andere ETF met vergelijkbare beleggingsfocus
| Naam fonds | Fondsgrootte in €m (AuM) | TER p.j. | Distributie | Replicatiemethode |
|---|---|---|---|---|
| Global X S&P 500 Quarterly Tail Hedge UCITS ETF USD Accumulating | 90 | 0,50% p.a. | Accumulerend | Swap-gebaseerd |
| Global X S&P 500 Quarterly Buffer UCITS ETF USD Accumulating | 66 | 0,50% p.a. | Accumulerend | Swap-gebaseerd |
| Global X S&P 500 Annual Buffer UCITS ETF USD Accumulating | 1 | 0,50% p.a. | Accumulerend | Swap-gebaseerd |
| Global X S&P 500 Annual Tail Hedge UCITS ETF USD Accumulating | 1 | 0,50% p.a. | Accumulerend | Swap-gebaseerd |
Latest articles
Veelgestelde vragen
What is the name of HEQD?
The name of HEQD is JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist).
What is the ticker of JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)?
The primary ticker of JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) is HEQD.
What is the ISIN of JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)?
The ISIN of JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) is IE0006UQKVQ0.
What are the costs of JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)?
The total expense ratio (TER) of JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) amounts to 0,50% p.a.. These costs are withdrawn continuously from the fund assets and already included in the performance of the ETF. You don't have to pay them separately. Please have a look at our article for more information about the cost of ETFs.
Is JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) paying dividends?
Yes, JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) is paying dividends. Usually, the dividend payments take place quartalsweise for JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist).
What's the fund size of JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)?
The fund size of JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) is 7m Euro. See the following article for more information about the size of ETFs.
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.