DUNK vs HEQ

Comparison between Dana Unconstrained Equity ETF (DUNK, ETF) and John Hancock Hedged equity & Income Fund (HEQ, ETF).

DUNK vs HEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DUNK(ETF)	HEQ(ETF)
Net Assets	$152M	$151M
Expense Ratio	0.75%	N/A
Max Drawdown	25.64%	59.66%
Sharpe Ratio	0.10	1.29
5Y Beta	1.06	0.53
P/E Ratio	51.57	N/A
Forward P/E	32.52	N/A
PEG Ratio	0.91	N/A
5Y Dividends CAGR	N/A	1.51%
5Y EPS CAGR	40.48%	N/A
Debt to Equity	28.66%	N/A
P/S Ratio	8.86	N/A
P/B Ratio	11.74	N/A

Net Assets

Winner

DUNK

$152M

HEQ

$151M

Expense Ratio

DUNK

0.75%

HEQ

N/A

Max Drawdown

Winner

DUNK

25.64%

HEQ

59.66%

Sharpe Ratio

DUNK

0.10

Winner

HEQ

1.29

5Y Beta

DUNK

1.06

Winner

HEQ

0.53

P/E Ratio

DUNK

51.57

HEQ

N/A

Forward P/E

DUNK

32.52

HEQ

N/A

PEG Ratio

DUNK

0.91

HEQ

N/A

5Y Dividends CAGR

DUNK

N/A

HEQ

1.51%

5Y EPS CAGR

DUNK

40.48%

HEQ

N/A

Debt to Equity

DUNK

28.66%

HEQ

N/A

P/S Ratio

DUNK

8.86

HEQ

N/A

P/B Ratio

DUNK

11.74

HEQ

N/A

DUNK vs HEQ - Historical Returns

Returns include dividend reinvestment.

Period	DUNK	HEQ
1 month	+7.16%	+0.88%
3 months	+15.49%	+1.92%
6 months	+11.24%	+8.81%
1 year	+3.08%	+18.60%
5 years(CAGR)	N/A	+6.61%
10 years(CAGR)	N/A	+7.26%
Max(CAGR)	+3.66%	+5.88%

Winner

DUNK

+7.16%

HEQ

+0.88%

Winner

DUNK

+15.49%

HEQ

+1.92%

Winner

DUNK

+11.24%

HEQ

+8.81%

DUNK

+3.08%

Winner

HEQ

+18.60%

5Y(CAGR)

DUNK

N/A

HEQ

+6.61%

10Y(CAGR)

DUNK

N/A

HEQ

+7.26%

Max(CAGR)

DUNK

+3.66%

Winner

HEQ

+5.88%

DUNK vs HEQ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	DUNK	HEQ
2026	+6.37%	+11.13%
2025	-1.72%	+14.87%
2024	N/A	+11.63%
2023	N/A	-4.59%
2022	N/A	-2.97%
2021	N/A	+26.11%
2020	N/A	-13.94%
2019	N/A	+25.50%
2018	N/A	-18.15%
2017	N/A	+21.02%
2016	N/A	+21.17%
2015	N/A	-2.20%
2014	N/A	+5.02%
2013	N/A	+17.83%
2012	N/A	+10.48%
2011	N/A	-23.41%

DUNK vs HEQ Drawdown Comparison

The maximum drawdown for DUNK was -25.64%, occurring on Mar 27, 2026. Recovery took 147 trading sessions.

The maximum drawdown for HEQ was -44.30%, occurring on Mar 23, 2020. Recovery took 365 trading sessions.

The current DUNK drawdown is -4.84%. The current HEQ drawdown is -1.84%.

Rank	DUNK	HEQ
#1	-25.64% Oct 28, 2025 - Jun 1, 2026	-44.30% Jan 15, 2020 - Jun 28, 2021
#2	-12.38% Jun 1, 2026 - Jun 25, 2026	-32.38% Jul 8, 2011 - Sep 18, 2013
#3	-3.00% Oct 9, 2025 - Oct 27, 2025	-26.16% May 11, 2018 - Dec 16, 2019
#4	-1.98% Sep 22, 2025 - Oct 6, 2025	-25.35% May 25, 2022 - Jun 11, 2025
#5	-0.42% Oct 6, 2025 - Oct 8, 2025	-21.69% Jul 24, 2014 - Aug 11, 2016
#6	-0.08% Sep 16, 2025 - Sep 18, 2025	-7.91% Jan 2, 2018 - May 1, 2018
#7	N/A	-7.73% Jul 14, 2021 - Jan 7, 2022
#8	N/A	-7.33% Oct 3, 2016 - Dec 22, 2016
#9	N/A	-7.12% Apr 18, 2022 - May 20, 2022
#10	N/A	-7.00% Jan 14, 2022 - Mar 29, 2022
#11	N/A	-6.91% Feb 25, 2026 - Apr 14, 2026
#12	N/A	-6.04% Oct 20, 2017 - Dec 19, 2017
#13	N/A	-5.98% Jul 31, 2017 - Sep 22, 2017
#14	N/A	-4.53% Sep 7, 2016 - Oct 3, 2016
#15	N/A	-4.51% Jan 22, 2014 - Feb 28, 2014