HEQ vs SEPU
Comparison between John Hancock Hedged equity & Income Fund (HEQ, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED SEP ETF (SEPU, ETF).
HEQ vs SEPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HEQ
$152M
SEPU
$151M
Expense Ratio
HEQ
N/A
SEPU
0.74%
Max Drawdown
HEQ
59.66%
Winner
SEPU
11.76%
Sharpe Ratio
Winner
HEQ
1.57
SEPU
1.40
5Y Beta
Winner
HEQ
0.53
SEPU
0.61
5Y Dividends CAGR
HEQ
0.06%
SEPU
N/A
HEQ vs SEPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEQ
+1.91%
SEPU
+1.52%
3M
HEQ
+6.28%
Winner
SEPU
+6.56%
6M
Winner
HEQ
+10.72%
SEPU
+5.65%
1Y
Winner
HEQ
+22.29%
SEPU
+18.78%
5Y(CAGR)
HEQ
+7.69%
SEPU
N/A
10Y(CAGR)
HEQ
+7.47%
SEPU
N/A
Max(CAGR)
HEQ
+5.95%
Winner
SEPU
+13.35%
HEQ vs SEPU - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | HEQ | SEPU |
|---|---|---|
| 2026 | +11.41% | +6.02% |
| 2025 | +14.87% | +12.43% |
| 2024 | +11.63% | +4.59% |
| 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 SEPU Drawdown Comparison
The maximum drawdown for HEQ was -44.30%, occurring on Mar 23, 2020. Recovery took 365 trading sessions.
The maximum drawdown for SEPU was -11.76%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current HEQ drawdown is -1.59%. The current SEPU drawdown is -2.73%.
| Rank | HEQ | SEPU |
|---|---|---|
| #1 | -44.30% Jan 15, 2020 - Jun 28, 2021 | -11.76% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -32.38% Jul 8, 2011 - Sep 18, 2013 | -6.23% Jan 28, 2026 - Apr 16, 2026 |
| #3 | -26.16% May 11, 2018 - Dec 16, 2019 | -3.87% Oct 28, 2025 - Dec 24, 2025 |
| #4 | -25.35% May 25, 2022 - Jun 11, 2025 | -3.60% Dec 6, 2024 - Jan 23, 2025 |
| #5 | -21.69% Jul 24, 2014 - Aug 11, 2016 | -2.73% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -7.91% Jan 2, 2018 - May 1, 2018 | -2.26% Jul 25, 2025 - Aug 12, 2025 |
| #7 | -7.73% Jul 14, 2021 - Jan 7, 2022 | -2.16% Oct 8, 2025 - Oct 24, 2025 |
| #8 | -7.33% Oct 3, 2016 - Dec 22, 2016 | -2.16% Jan 12, 2026 - Jan 28, 2026 |
| #9 | -7.12% Apr 18, 2022 - May 20, 2022 | -2.06% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -7.00% Jan 14, 2022 - Mar 29, 2022 | -1.83% May 14, 2026 - May 26, 2026 |
| #11 | -6.91% Feb 25, 2026 - Apr 14, 2026 | -1.67% Nov 11, 2024 - Nov 26, 2024 |
| #12 | -6.04% Oct 20, 2017 - Dec 19, 2017 | -1.67% Aug 14, 2025 - Aug 27, 2025 |
| #13 | -5.98% Jul 31, 2017 - Sep 22, 2017 | -1.46% Jan 23, 2025 - Feb 18, 2025 |
| #14 | -4.53% Sep 7, 2016 - Oct 3, 2016 | -1.26% Sep 22, 2025 - Oct 1, 2025 |
| #15 | -4.51% Jan 22, 2014 - Feb 28, 2014 | -1.22% Sep 4, 2024 - Sep 11, 2024 |
Correlation
Correlation between HEQ and SEPU is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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