HEQ vs SWP

Comparison between John Hancock Hedged equity & Income Fund (HEQ, ETF) and SWP GROWTH & INCOME ETF (SWP, ETF).

HEQ vs SWP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEQ(ETF)	SWP(ETF)
Net Assets	$155M	$154M
Expense Ratio	N/A	0.99%
Max Drawdown	59.66%	17.14%
Sharpe Ratio	1.22	1.32
5Y Beta	0.52	0.78
P/E Ratio	N/A	24.81
Forward P/E	N/A	20.19
PEG Ratio	N/A	0.76
5Y Dividends CAGR	1.51%	N/A
5Y EPS CAGR	N/A	16.44%
P/S Ratio	N/A	2.54
P/B Ratio	N/A	4.97

Net Assets

Winner

HEQ

$155M

SWP

$154M

Expense Ratio

HEQ

N/A

SWP

0.99%

Max Drawdown

HEQ

59.66%

Winner

SWP

17.14%

Sharpe Ratio

HEQ

1.22

Winner

SWP

1.32

5Y Beta

Winner

HEQ

0.52

SWP

0.78

P/E Ratio

HEQ

N/A

SWP

24.81

Forward P/E

HEQ

N/A

SWP

20.19

PEG Ratio

HEQ

N/A

SWP

0.76

5Y Dividends CAGR

HEQ

1.51%

SWP

N/A

5Y EPS CAGR

HEQ

N/A

SWP

16.44%

P/S Ratio

HEQ

N/A

SWP

2.54

P/B Ratio

HEQ

N/A

SWP

4.97

HEQ vs SWP - Historical Returns

Returns include dividend reinvestment.

Period	HEQ	SWP
1 month	+2.81%	+0.93%
3 months	+7.44%	+6.89%
6 months	+12.27%	+5.87%
1 year	+18.81%	+20.40%
5 years(CAGR)	+7.29%	N/A
10 years(CAGR)	+7.66%	N/A
Max(CAGR)	+5.93%	+14.09%

Winner

HEQ

+2.81%

SWP

+0.93%

Winner

HEQ

+7.44%

SWP

+6.89%

Winner

HEQ

+12.27%

SWP

+5.87%

HEQ

+18.81%

Winner

SWP

+20.40%

5Y(CAGR)

HEQ

+7.29%

SWP

N/A

10Y(CAGR)

HEQ

+7.66%

SWP

N/A

Max(CAGR)

HEQ

+5.93%

Winner

SWP

+14.09%

HEQ vs SWP - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	HEQ	SWP
2026	+11.23%	+5.01%
2025	+14.87%	+16.94%
2024	+11.63%	+1.24%
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 SWP Drawdown Comparison

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

The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.

The current HEQ drawdown is -1.76%. The current SWP drawdown is -1.76%.

Rank	HEQ	SWP
#1	-44.30% Jan 15, 2020 - Jun 28, 2021	-16.40% Feb 11, 2025 - Jul 1, 2025
#2	-32.38% Jul 8, 2011 - Sep 18, 2013	-9.97% Feb 10, 2026 - Apr 17, 2026
#3	-26.16% May 11, 2018 - Dec 16, 2019	-5.57% Nov 29, 2024 - Jan 23, 2025
#4	-25.35% May 25, 2022 - Jun 11, 2025	-3.54% Nov 12, 2025 - Nov 26, 2025
#5	-21.69% Jul 24, 2014 - Aug 11, 2016	-3.47% Sep 22, 2025 - Oct 24, 2025
#6	-7.91% Jan 2, 2018 - May 1, 2018	-2.98% Oct 18, 2024 - Nov 6, 2024
#7	-7.73% Jul 14, 2021 - Jan 7, 2022	-2.93% Dec 10, 2025 - Jan 5, 2026
#8	-7.33% Oct 3, 2016 - Dec 22, 2016	-2.79% Jun 4, 2026 - Jun 10, 2026
#9	-7.12% Apr 18, 2022 - May 20, 2022	-2.35% Jan 16, 2026 - Feb 6, 2026
#10	-7.00% Jan 14, 2022 - Mar 29, 2022	-2.06% May 6, 2026 - May 22, 2026
#11	-6.91% Feb 25, 2026 - Apr 14, 2026	-2.03% Jul 25, 2025 - Aug 13, 2025
#12	-6.04% Oct 20, 2017 - Dec 19, 2017	-1.48% Apr 20, 2026 - May 6, 2026
#13	-5.98% Jul 31, 2017 - Sep 22, 2017	-1.48% Nov 11, 2024 - Nov 21, 2024
#14	-4.53% Sep 7, 2016 - Oct 3, 2016	-1.29% Aug 13, 2025 - Aug 22, 2025
#15	-4.51% Jan 22, 2014 - Feb 28, 2014	-1.24% Sep 30, 2024 - Oct 9, 2024

Correlation

Correlation between HEQ and SWP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2011 - 2026)

HEQ vs SWP dividend yield comparison.

Year	HEQ	SWP
2026	4.36%	2.21%
2025	9.30%	5.64%
2024	9.79%	0.44%
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%