HEQ vs HTUS

Comparison between John Hancock Hedged equity & Income Fund (HEQ, ETF) and HULL TACTICAL US ETF (HTUS, ETF).

5-Year PerformanceHTUS has outperformed HEQ, delivering a return of +14.4% compared to +6.6%

HEQ vs HTUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEQ(ETF)	HTUS(ETF)
Net Assets	$151M	$152M
Expense Ratio	N/A	0.96%
Max Drawdown	59.66%	50.72%
Sharpe Ratio	1.27	1.26
5Y Beta	0.53	1.02
5Y Dividends CAGR	1.51%	N/A

Net Assets

HEQ

$151M

Winner

HTUS

$152M

Expense Ratio

HEQ

N/A

HTUS

0.96%

Max Drawdown

HEQ

59.66%

Winner

HTUS

50.72%

Sharpe Ratio

Winner

HEQ

1.27

HTUS

1.26

5Y Beta

Winner

HEQ

0.53

HTUS

1.02

5Y Dividends CAGR

HEQ

1.51%

HTUS

N/A

HEQ vs HTUS - Historical Returns

Returns include dividend reinvestment.

Period	HEQ	HTUS
1 month	+0.00%	+0.68%
3 months	+0.43%	+4.91%
6 months	+8.41%	+9.09%
1 year	+17.38%	+19.27%
5 years(CAGR)	+6.64%	+14.37%
10 years(CAGR)	+7.26%	+12.34%
Max(CAGR)	+5.87%	+11.54%

HEQ

+0.00%

Winner

HTUS

+0.68%

HEQ

+0.43%

Winner

HTUS

+4.91%

HEQ

+8.41%

Winner

HTUS

+9.09%

HEQ

+17.38%

Winner

HTUS

+19.27%

5Y(CAGR)

HEQ

+6.64%

Winner

HTUS

+14.37%

10Y(CAGR)

HEQ

+7.26%

Winner

HTUS

+12.34%

Max(CAGR)

HEQ

+5.87%

Winner

HTUS

+11.54%

HEQ vs HTUS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	HEQ	HTUS
2026	+11.13%	+9.70%
2025	+14.87%	+16.82%
2024	+11.63%	+25.97%
2023	-4.59%	+28.48%
2022	-2.97%	-13.43%
2021	+26.11%	+26.50%
2020	-13.94%	+12.18%
2019	+25.50%	+18.06%
2018	-18.15%	-10.05%
2017	+21.02%	+11.78%
2016	+21.17%	+5.41%
2015	-2.20%	+0.32%
2014	+5.02%	N/A
2013	+17.83%	N/A
2012	+10.48%	N/A
2011	-23.41%	N/A

HEQ vs HTUS Drawdown Comparison

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

The maximum drawdown for HTUS was -47.50%, occurring on Mar 18, 2020. Recovery took 167 trading sessions.

The current HEQ drawdown is -1.84%. The current HTUS drawdown is -2.00%.

Rank	HEQ	HTUS
#1	-44.30% Jan 15, 2020 - Jun 28, 2021	-47.50% Feb 12, 2020 - Oct 9, 2020
#2	-32.38% Jul 8, 2011 - Sep 18, 2013	-24.38% Dec 16, 2024 - Jun 27, 2025
#3	-26.16% May 11, 2018 - Dec 16, 2019	-21.35% Nov 22, 2021 - Jun 13, 2023
#4	-25.35% May 25, 2022 - Jun 11, 2025	-20.03% Jan 26, 2018 - Oct 28, 2019
#5	-21.69% Jul 24, 2014 - Aug 11, 2016	-13.65% Jul 28, 2023 - Dec 8, 2023
#6	-7.91% Jan 2, 2018 - May 1, 2018	-8.68% Feb 25, 2026 - Apr 14, 2026
#7	-7.73% Jul 14, 2021 - Jan 7, 2022	-7.05% Jul 16, 2024 - Aug 15, 2024
#8	-7.33% Oct 3, 2016 - Dec 22, 2016	-4.55% Mar 28, 2024 - May 14, 2024
#9	-7.12% Apr 18, 2022 - May 20, 2022	-4.40% Aug 30, 2024 - Sep 19, 2024
#10	-7.00% Jan 14, 2022 - Mar 29, 2022	-4.33% Sep 3, 2021 - Oct 21, 2021
#11	-6.91% Feb 25, 2026 - Apr 14, 2026	-4.22% Oct 28, 2025 - Nov 26, 2025
#12	-6.04% Oct 20, 2017 - Dec 19, 2017	-4.16% Oct 13, 2020 - Nov 5, 2020
#13	-5.98% Jul 31, 2017 - Sep 22, 2017	-4.12% Dec 20, 2023 - Jan 23, 2024
#14	-4.53% Sep 7, 2016 - Oct 3, 2016	-3.99% Feb 1, 2016 - Feb 22, 2016
#15	-4.51% Jan 22, 2014 - Feb 28, 2014	-3.77% Jun 2, 2026 - Jun 10, 2026

Correlation

Correlation between HEQ and HTUS is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2011 - 2026)

HEQ vs HTUS dividend yield comparison.

Year	HEQ	HTUS
2026	4.37%	0.00%
2025	9.30%	11.89%
2024	9.79%	17.80%
2023	10.75%	1.18%
2022	10.09%	5.63%
2021	8.92%	7.20%
2020	11.64%	3.77%
2019	10.09%	0.92%
2018	11.50%	8.69%
2017	10.44%	8.29%
2016	9.57%	3.02%
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%