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FITE vs HEQ

Comparison between STATE STREET(R) SPDR(R) S&P KENSHO FUTURE SECURITY ETF (FITE, ETF) and John Hancock Hedged equity & Income Fund (HEQ, ETF).

5-Year PerformanceFITE has outperformed HEQ, delivering a return of +15.8% compared to +7.3%

FITE vs HEQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FITE
$155M
HEQ
$155M
Expense Ratio
FITE
0.45%
HEQ
N/A
Max Drawdown
Winner
FITE
37.23%
HEQ
59.66%
Sharpe Ratio
Winner
FITE
1.62
HEQ
1.22
5Y Beta
FITE
1.19
Winner
HEQ
0.52
P/E Ratio
FITE
-5396.73
HEQ
N/A
Forward P/E
FITE
21.33
HEQ
N/A
5Y Dividends CAGR
FITE
-19.89%
Winner
HEQ
1.51%
5Y EPS CAGR
FITE
9.38%
HEQ
N/A
Debt to Equity
FITE
41.86%
HEQ
N/A
P/S Ratio
FITE
2.97
HEQ
N/A
P/B Ratio
FITE
4.17
HEQ
N/A

FITE vs HEQ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FITE
+8.70%
HEQ
+2.81%
3M
Winner
FITE
+22.11%
HEQ
+7.44%
6M
Winner
FITE
+26.12%
HEQ
+12.27%
1Y
Winner
FITE
+49.94%
HEQ
+18.81%
5Y(CAGR)
Winner
FITE
+15.84%
HEQ
+7.29%
10Y(CAGR)
Winner
FITE
+17.15%
HEQ
+7.66%
Max(CAGR)
Winner
FITE
+17.15%
HEQ
+5.93%

FITE vs HEQ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearFITEHEQ
2026+25.37%+11.23%
2025+27.49%+14.87%
2024+23.68%+11.63%
2023+28.46%-4.59%
2022-17.92%-2.97%
2021+16.70%+26.11%
2020+17.92%-13.94%
2019+33.92%+25.50%
2018-0.91%-18.15%
2017-0.35%+21.02%
2016N/A+21.17%
2015N/A-2.20%
2014N/A+5.02%
2013N/A+17.83%
2012N/A+10.48%
2011N/A-23.41%

FITE vs HEQ Drawdown Comparison

The maximum drawdown for FITE was -36.90%, occurring on Mar 20, 2020. Recovery took 223 trading sessions.

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

The current FITE drawdown is -8.39%. The current HEQ drawdown is -1.76%.

RankFITEHEQ
#1-36.90%
Jan 16, 2020 - Dec 3, 2020
-44.30%
Jan 15, 2020 - Jun 28, 2021
#2-27.13%
Nov 8, 2021 - Jan 22, 2024
-32.38%
Jul 8, 2011 - Sep 18, 2013
#3-23.33%
Sep 14, 2018 - Apr 8, 2019
-26.16%
May 11, 2018 - Dec 16, 2019
#4-22.07%
Feb 10, 2025 - Jun 9, 2025
-25.35%
May 25, 2022 - Jun 11, 2025
#5-15.35%
Jan 27, 2026 - May 6, 2026
-21.69%
Jul 24, 2014 - Aug 11, 2016
#6-14.13%
Oct 8, 2025 - Jan 8, 2026
-7.91%
Jan 2, 2018 - May 1, 2018
#7-11.36%
Jun 2, 2026 - Jun 10, 2026
-7.73%
Jul 14, 2021 - Jan 7, 2022
#8-9.45%
Feb 9, 2021 - Apr 26, 2021
-7.33%
Oct 3, 2016 - Dec 22, 2016
#9-8.19%
Jul 31, 2024 - Aug 19, 2024
-7.12%
Apr 18, 2022 - May 20, 2022
#10-7.74%
Jul 26, 2019 - Nov 12, 2019
-7.00%
Jan 14, 2022 - Mar 29, 2022
#11-7.69%
May 3, 2019 - Jun 20, 2019
-6.91%
Feb 25, 2026 - Apr 14, 2026
#12-7.44%
Mar 7, 2024 - Jul 12, 2024
-6.04%
Oct 20, 2017 - Dec 19, 2017
#13-6.72%
Jan 26, 2018 - Feb 20, 2018
-5.98%
Jul 31, 2017 - Sep 22, 2017
#14-6.32%
Sep 3, 2021 - Oct 21, 2021
-4.53%
Sep 7, 2016 - Oct 3, 2016
#15-6.14%
Jun 17, 2021 - Aug 27, 2021
-4.51%
Jan 22, 2014 - Feb 28, 2014

Correlation

Correlation between FITE and HEQ is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2011 - 2026)

FITE vs HEQ dividend yield comparison.

YearFITEHEQ
20260.03%4.36%
20250.23%9.30%
20240.11%9.79%
20230.13%10.75%
20220.12%10.09%
20210.92%8.92%
20200.88%11.64%
20190.44%10.09%
20181.79%11.50%
20170.00%10.44%
20160.00%9.57%
20150.00%10.40%
20140.00%9.22%
20130.00%7.88%
20120.00%8.54%
20110.00%4.57%

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