HEQ vs MSTX
Comparison between John Hancock Hedged equity & Income Fund (HEQ, ETF) and Defiance Daily Target 2x Long MSTR ETF (MSTX, ETF).
HEQ vs MSTX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HEQ
$151M
MSTX
$151M
Max Drawdown
Winner
HEQ
59.66%
MSTX
99.61%
Sharpe Ratio
Winner
HEQ
1.29
MSTX
-1.86
5Y Beta
Winner
HEQ
0.53
MSTX
4.87
5Y Dividends CAGR
HEQ
1.51%
MSTX
N/A
HEQ vs MSTX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEQ
+0.00%
MSTX
-25.70%
3M
Winner
HEQ
+0.43%
MSTX
-76.62%
6M
Winner
HEQ
+8.41%
MSTX
-80.43%
1Y
Winner
HEQ
+17.38%
MSTX
-97.94%
5Y(CAGR)
HEQ
+6.64%
MSTX
N/A
10Y(CAGR)
HEQ
+7.26%
MSTX
N/A
Max(CAGR)
Winner
HEQ
+5.87%
MSTX
-77.22%
HEQ vs MSTX - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | HEQ | MSTX |
|---|---|---|
| 2026 | +11.13% | -79.85% |
| 2025 | +14.87% | -89.80% |
| 2024 | +11.63% | +143.64% |
| 2023 | -4.59% | N/A |
| 2022 | -2.97% | N/A |
| 2021 | +26.11% | N/A |
| 2020 | -13.94% | N/A |
| 2019 | +25.50% | N/A |
| 2018 | -18.15% | N/A |
| 2017 | +21.02% | N/A |
| 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 MSTX Drawdown Comparison
The maximum drawdown for HEQ was -44.30%, occurring on Mar 23, 2020. Recovery took 365 trading sessions.
The maximum drawdown for MSTX was -99.45%, occurring on Jun 26, 2026. This drawdown has not yet recovered.
The current HEQ drawdown is -1.84%. The current MSTX drawdown is -99.32%.
| Rank | HEQ | MSTX |
|---|---|---|
| #1 | -44.30% Jan 15, 2020 - Jun 28, 2021 | -99.45% Nov 20, 2024 - Jun 26, 2026 |
| #2 | -32.38% Jul 8, 2011 - Sep 18, 2013 | -38.90% Aug 23, 2024 - Sep 26, 2024 |
| #3 | -26.16% May 11, 2018 - Dec 16, 2019 | -26.07% Oct 29, 2024 - Nov 7, 2024 |
| #4 | -25.35% May 25, 2022 - Jun 11, 2025 | -16.43% Nov 12, 2024 - Nov 18, 2024 |
| #5 | -21.69% Jul 24, 2014 - Aug 11, 2016 | -15.43% Oct 11, 2024 - Oct 18, 2024 |
| #6 | -7.91% Jan 2, 2018 - May 1, 2018 | -13.61% Sep 27, 2024 - Oct 7, 2024 |
| #7 | -7.73% Jul 14, 2021 - Jan 7, 2022 | -9.40% Aug 21, 2024 - Aug 23, 2024 |
| #8 | -7.33% Oct 3, 2016 - Dec 22, 2016 | -7.75% Oct 8, 2024 - Oct 11, 2024 |
| #9 | -7.12% Apr 18, 2022 - May 20, 2022 | -4.50% Oct 22, 2024 - Oct 24, 2024 |
| #10 | -7.00% Jan 14, 2022 - Mar 29, 2022 | -2.11% Aug 19, 2024 - Aug 21, 2024 |
| #11 | -6.91% Feb 25, 2026 - Apr 14, 2026 | -1.07% Oct 24, 2024 - Oct 28, 2024 |
| #12 | -6.04% Oct 20, 2017 - Dec 19, 2017 | -0.42% Nov 7, 2024 - Nov 11, 2024 |
| #13 | -5.98% Jul 31, 2017 - Sep 22, 2017 | N/A |
| #14 | -4.53% Sep 7, 2016 - Oct 3, 2016 | N/A |
| #15 | -4.51% Jan 22, 2014 - Feb 28, 2014 | N/A |
Correlation
Correlation between HEQ and MSTX is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.75
-101
Dividend Comparison (2011 - 2026)
HEQ vs MSTX dividend yield comparison.
| Year | HEQ | MSTX |
|---|---|---|
| 2026 | 4.37% | 0.00% |
| 2025 | 9.30% | 0.00% |
| 2024 | 9.79% | 41.01% |
| 2023 | 10.75% | 0.00% |
| 2022 | 10.09% | 0.00% |
| 2021 | 8.92% | 0.00% |
| 2020 | 11.64% | 0.00% |
| 2019 | 10.09% | 0.00% |
| 2018 | 11.50% | 0.00% |
| 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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