HEQ vs STXE

Comparison between John Hancock Hedged equity & Income Fund (HEQ, ETF) and STRIVE EMERGING MARKETS EX-CHINA ETF (STXE, ETF).

HEQ vs STXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEQ(ETF)	STXE(ETF)
Net Assets	$155M	$155M
Expense Ratio	N/A	0.32%
Max Drawdown	59.66%	21.41%
Sharpe Ratio	1.22	2.13
5Y Beta	0.52	0.87
5Y Dividends CAGR	1.51%	N/A

Net Assets

HEQ

$155M

Winner

STXE

$155M

Expense Ratio

HEQ

N/A

STXE

0.32%

Max Drawdown

HEQ

59.66%

Winner

STXE

21.41%

Sharpe Ratio

HEQ

1.22

Winner

STXE

2.13

5Y Beta

Winner

HEQ

0.52

STXE

0.87

5Y Dividends CAGR

HEQ

1.51%

STXE

N/A

HEQ vs STXE - Historical Returns

Returns include dividend reinvestment.

Period	HEQ	STXE
1 month	+2.81%	+6.90%
3 months	+7.44%	+30.89%
6 months	+12.27%	+47.92%
1 year	+18.81%	+71.44%
5 years(CAGR)	+7.29%	N/A
10 years(CAGR)	+7.66%	N/A
Max(CAGR)	+5.93%	+26.21%

HEQ

+2.81%

Winner

STXE

+6.90%

HEQ

+7.44%

Winner

STXE

+30.89%

HEQ

+12.27%

Winner

STXE

+47.92%

HEQ

+18.81%

Winner

STXE

+71.44%

5Y(CAGR)

HEQ

+7.29%

STXE

N/A

10Y(CAGR)

HEQ

+7.66%

STXE

N/A

Max(CAGR)

HEQ

+5.93%

Winner

STXE

+26.21%

HEQ vs STXE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	HEQ	STXE
2026	+11.23%	+38.79%
2025	+14.87%	+33.70%
2024	+11.63%	+2.94%
2023	-4.59%	+11.75%
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 STXE Drawdown Comparison

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

The maximum drawdown for STXE was -18.89%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current HEQ drawdown is -1.76%. The current STXE drawdown is -4.02%.

Rank	HEQ	STXE
#1	-44.30% Jan 15, 2020 - Jun 28, 2021	-18.89% Sep 26, 2024 - Jun 24, 2025
#2	-32.38% Jul 8, 2011 - Sep 18, 2013	-14.51% Feb 25, 2026 - Apr 15, 2026
#3	-26.16% May 11, 2018 - Dec 16, 2019	-11.77% Jul 26, 2023 - Dec 14, 2023
#4	-25.35% May 25, 2022 - Jun 11, 2025	-9.89% Jun 2, 2026 - Jun 10, 2026
#5	-21.69% Jul 24, 2014 - Aug 11, 2016	-9.50% Jul 16, 2024 - Sep 24, 2024
#6	-7.91% Jan 2, 2018 - May 1, 2018	-8.60% Feb 1, 2023 - Jun 2, 2023
#7	-7.73% Jul 14, 2021 - Jan 7, 2022	-5.86% May 11, 2026 - May 26, 2026
#8	-7.33% Oct 3, 2016 - Dec 22, 2016	-5.43% Apr 9, 2024 - May 15, 2024
#9	-7.12% Apr 18, 2022 - May 20, 2022	-4.98% Nov 3, 2025 - Dec 26, 2025
#10	-7.00% Jan 14, 2022 - Mar 29, 2022	-4.65% Dec 27, 2023 - Feb 7, 2024
#11	-6.91% Feb 25, 2026 - Apr 14, 2026	-3.97% May 15, 2024 - Jun 17, 2024
#12	-6.04% Oct 20, 2017 - Dec 19, 2017	-3.22% Jun 15, 2023 - Jul 12, 2023
#13	-5.98% Jul 31, 2017 - Sep 22, 2017	-2.97% Aug 13, 2025 - Sep 10, 2025
#14	-4.53% Sep 7, 2016 - Oct 3, 2016	-2.72% Oct 8, 2025 - Oct 15, 2025
#15	-4.51% Jan 22, 2014 - Feb 28, 2014	-2.58% Jul 23, 2025 - Aug 8, 2025

Correlation

Correlation between HEQ and STXE 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 STXE dividend yield comparison.

Year	HEQ	STXE
2026	4.36%	0.27%
2025	9.30%	2.66%
2024	9.79%	3.22%
2023	10.75%	1.08%
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%