HTD vs FHEQ
Comparison between John Hancock Tax- Advantaged Dividend Income (HTD, ETF) and FIDELITY HEDGED EQUITY ETF (FHEQ, ETF).
HTD vs FHEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HTD
$937M
FHEQ
$929M
Expense Ratio
HTD
N/A
FHEQ
0.48%
Max Drawdown
HTD
75.51%
Winner
FHEQ
11.49%
Sharpe Ratio
HTD
0.57
Winner
FHEQ
1.13
5Y Beta
Winner
HTD
0.39
FHEQ
0.59
P/E Ratio
HTD
N/A
FHEQ
24.81
Forward P/E
HTD
N/A
FHEQ
20.05
PEG Ratio
HTD
N/A
FHEQ
0.18
5Y Dividends CAGR
HTD
2.49%
FHEQ
N/A
5Y EPS CAGR
HTD
N/A
FHEQ
33.39%
Debt to Equity
HTD
N/A
FHEQ
42.82%
P/S Ratio
HTD
N/A
FHEQ
4.21
P/B Ratio
HTD
N/A
FHEQ
5.90
HTD vs FHEQ - Historical Returns
Returns include dividend reinvestment.
1M
HTD
-1.84%
Winner
FHEQ
+1.70%
3M
HTD
+1.37%
Winner
FHEQ
+2.91%
6M
HTD
+3.86%
Winner
FHEQ
+10.48%
1Y
HTD
+11.23%
Winner
FHEQ
+16.43%
5Y(CAGR)
HTD
+8.29%
FHEQ
N/A
10Y(CAGR)
HTD
+8.34%
FHEQ
N/A
Max(CAGR)
HTD
+9.51%
Winner
FHEQ
+14.67%
HTD vs FHEQ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | HTD | FHEQ |
|---|---|---|
| 2026 | +10.95% | +10.19% |
| 2025 | +14.53% | +13.41% |
| 2024 | +24.58% | +10.57% |
| 2023 | -10.96% | N/A |
| 2022 | -5.72% | N/A |
| 2021 | +33.51% | N/A |
| 2020 | -16.36% | N/A |
| 2019 | +40.16% | N/A |
| 2018 | -5.89% | N/A |
| 2017 | +12.78% | N/A |
| 2016 | +21.54% | N/A |
| 2015 | +0.25% | N/A |
| 2014 | +32.13% | N/A |
| 2013 | +5.76% | N/A |
| 2012 | +10.05% | N/A |
| 2011 | +23.72% | N/A |
| 2010 | +23.14% | N/A |
| 2009 | +37.35% | N/A |
| 2008 | -35.41% | N/A |
| 2007 | -2.38% | N/A |
| 2006 | +29.67% | N/A |
| 2005 | +0.65% | N/A |
| 2004 | -5.40% | N/A |
HTD vs FHEQ Drawdown Comparison
The maximum drawdown for HTD was -69.69%, occurring on Mar 9, 2009. Recovery took 826 trading sessions.
The maximum drawdown for FHEQ was -11.12%, occurring on Apr 21, 2025. Recovery took 134 trading sessions.
The current HTD drawdown is -3.05%. The current FHEQ drawdown is -1.76%.
| Rank | HTD | FHEQ |
|---|---|---|
| #1 | -69.69% May 9, 2007 - Aug 18, 2010 | -11.12% Dec 6, 2024 - Jun 24, 2025 |
| #2 | -56.55% Feb 18, 2020 - Jun 9, 2021 | -7.77% Feb 2, 2026 - Apr 17, 2026 |
| #3 | -31.59% Aug 18, 2022 - Sep 4, 2024 | -5.40% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -20.83% Mar 10, 2004 - Jul 1, 2005 | -4.31% Oct 28, 2025 - Dec 11, 2025 |
| #5 | -19.60% Apr 20, 2022 - Aug 15, 2022 | -4.09% Jun 2, 2026 - Aug 3, 2026 |
| #6 | -18.37% May 21, 2013 - Apr 16, 2014 | -3.60% Aug 23, 2024 - Sep 19, 2024 |
| #7 | -16.47% Dec 18, 2017 - Jan 31, 2019 | -3.13% Apr 11, 2024 - May 14, 2024 |
| #8 | -16.45% Jul 7, 2011 - Aug 29, 2011 | -2.44% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -15.34% Sep 7, 2016 - Jan 10, 2017 | -2.30% Dec 24, 2025 - Feb 2, 2026 |
| #10 | -13.91% Jan 22, 2015 - Feb 25, 2016 | -2.11% Aug 13, 2026 - Aug 20, 2026 |
| #11 | -13.27% Apr 2, 2025 - Jul 2, 2025 | -2.10% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -12.48% Oct 8, 2012 - Feb 7, 2013 | -2.03% Nov 11, 2024 - Dec 2, 2024 |
| #13 | -12.37% Aug 4, 2005 - Jul 19, 2006 | -2.01% Dec 11, 2025 - Dec 24, 2025 |
| #14 | -10.99% Aug 11, 2021 - Dec 27, 2021 | -1.84% Jul 25, 2025 - Aug 8, 2025 |
| #15 | -10.72% Jan 14, 2022 - Apr 1, 2022 | -1.71% May 14, 2026 - May 26, 2026 |
Correlation
Correlation between HTD and FHEQ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2004 - 2026)
HTD vs FHEQ dividend yield comparison.
| Year | HTD | FHEQ |
|---|---|---|
| 2026 | 5.03% | 0.30% |
| 2025 | 7.51% | 0.63% |
| 2024 | 7.52% | 0.50% |
| 2023 | 8.73% | 0.00% |
| 2022 | 7.36% | 0.00% |
| 2021 | 5.80% | 0.00% |
| 2020 | 7.97% | 0.00% |
| 2019 | 6.06% | 0.00% |
| 2018 | 10.09% | 0.00% |
| 2017 | 8.85% | 0.00% |
| 2016 | 7.30% | 0.00% |
| 2015 | 7.06% | 0.00% |
| 2014 | 6.27% | 0.00% |
| 2013 | 7.16% | 0.00% |
| 2012 | 6.55% | 0.00% |
| 2011 | 6.56% | 0.00% |
| 2010 | 7.32% | 0.00% |
| 2009 | 10.13% | 0.00% |
| 2008 | 15.29% | 0.00% |
| 2007 | 10.49% | 0.00% |
| 2006 | 8.33% | 0.00% |
| 2005 | 8.03% | 0.00% |
| 2004 | 4.84% | 0.00% |
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