HEQ vs FITE
Comparison between John Hancock Hedged equity & Income Fund (HEQ, ETF) and STATE STREET(R) SPDR(R) S&P KENSHO FUTURE SECURITY ETF (FITE, ETF).
5-Year PerformanceFITE has outperformed HEQ, delivering a return of +15.8% compared to +7.3%
HEQ vs FITE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HEQ vs FITE - Historical Returns
Returns include dividend reinvestment.
HEQ vs FITE - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | HEQ | FITE |
|---|---|---|
| 2026 | +11.23% | +25.37% |
| 2025 | +14.87% | +27.49% |
| 2024 | +11.63% | +23.68% |
| 2023 | -4.59% | +28.46% |
| 2022 | -2.97% | -17.92% |
| 2021 | +26.11% | +16.70% |
| 2020 | -13.94% | +17.92% |
| 2019 | +25.50% | +33.92% |
| 2018 | -18.15% | -0.91% |
| 2017 | +21.02% | -0.35% |
| 2016 | +21.17% | N/A |
| 2015 | -2.20% | N/A |
| 2014 | +5.02% | N/A |
| 2013 | +17.83% | N/A |
| 2012 | +10.48% | N/A |
| 2011 | -23.41% | N/A |
HEQ vs FITE Drawdown Comparison
The maximum drawdown for HEQ was -44.30%, occurring on Mar 23, 2020. Recovery took 365 trading sessions.
The maximum drawdown for FITE was -36.90%, occurring on Mar 20, 2020. Recovery took 223 trading sessions.
The current HEQ drawdown is -1.76%. The current FITE drawdown is -8.39%.
| Rank | HEQ | FITE |
|---|---|---|
| #1 | -44.30% Jan 15, 2020 - Jun 28, 2021 | -36.90% Jan 16, 2020 - Dec 3, 2020 |
| #2 | -32.38% Jul 8, 2011 - Sep 18, 2013 | -27.13% Nov 8, 2021 - Jan 22, 2024 |
| #3 | -26.16% May 11, 2018 - Dec 16, 2019 | -23.33% Sep 14, 2018 - Apr 8, 2019 |
| #4 | -25.35% May 25, 2022 - Jun 11, 2025 | -22.07% Feb 10, 2025 - Jun 9, 2025 |
| #5 | -21.69% Jul 24, 2014 - Aug 11, 2016 | -15.35% Jan 27, 2026 - May 6, 2026 |
| #6 | -7.91% Jan 2, 2018 - May 1, 2018 | -14.13% Oct 8, 2025 - Jan 8, 2026 |
| #7 | -7.73% Jul 14, 2021 - Jan 7, 2022 | -11.36% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -7.33% Oct 3, 2016 - Dec 22, 2016 | -9.45% Feb 9, 2021 - Apr 26, 2021 |
| #9 | -7.12% Apr 18, 2022 - May 20, 2022 | -8.19% Jul 31, 2024 - Aug 19, 2024 |
| #10 | -7.00% Jan 14, 2022 - Mar 29, 2022 | -7.74% Jul 26, 2019 - Nov 12, 2019 |
| #11 | -6.91% Feb 25, 2026 - Apr 14, 2026 | -7.69% May 3, 2019 - Jun 20, 2019 |
| #12 | -6.04% Oct 20, 2017 - Dec 19, 2017 | -7.44% Mar 7, 2024 - Jul 12, 2024 |
| #13 | -5.98% Jul 31, 2017 - Sep 22, 2017 | -6.72% Jan 26, 2018 - Feb 20, 2018 |
| #14 | -4.53% Sep 7, 2016 - Oct 3, 2016 | -6.32% Sep 3, 2021 - Oct 21, 2021 |
| #15 | -4.51% Jan 22, 2014 - Feb 28, 2014 | -6.14% Jun 17, 2021 - Aug 27, 2021 |
Correlation
Correlation between HEQ and FITE is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2011 - 2026)
HEQ vs FITE dividend yield comparison.
| Year | HEQ | FITE |
|---|---|---|
| 2026 | 4.36% | 0.03% |
| 2025 | 9.30% | 0.23% |
| 2024 | 9.79% | 0.11% |
| 2023 | 10.75% | 0.13% |
| 2022 | 10.09% | 0.12% |
| 2021 | 8.92% | 0.92% |
| 2020 | 11.64% | 0.88% |
| 2019 | 10.09% | 0.44% |
| 2018 | 11.50% | 1.79% |
| 2017 | 10.44% | 0.00% |
| 2016 | 9.57% | 0.00% |
| 2015 | 10.40% | 0.00% |
| 2014 | 9.22% | 0.00% |
| 2013 | 7.88% | 0.00% |
| 2012 | 8.54% | 0.00% |
| 2011 | 4.57% | 0.00% |
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