JPMorgan
HEQD.DE
IE0006UQKVQ0
Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF
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About this 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.

TER
0.5%

Total Expense Ratio per year

Fund Size
€16.51M

Assets under management

Holdings
93

Underlying equities

Dividend Yield
-

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
29.56
Weighted Fwd P/E
18.55
💰 Revenue Estimates
Current Year CY
+38.2% ⌀ 39 Analysts Coverage
Next Year NY
+27.23% ⌀ 40 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+52.59% ⌀ 35 Analysts Coverage
Next Year NY
+44.78% ⌀ 35 Analysts Coverage

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ETF Profile

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

4/7 Moderate
65/100 Moderate
Diversification Score
65/100 Moderate
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
⚠️ Elevated top 10 holdings concentration: 51% of fund in top 10 positions.
🔴 Severe sector concentration risk: 60% in "Technology".
ℹ️ Tech-Capex Exposure: 47% in semiconductors & hardware – dependent on hyperscaler capex cycles.
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