HTUS vs HEQ

Comparison between HULL TACTICAL US ETF (HTUS, ETF) and John Hancock Hedged equity & Income Fund (HEQ, ETF).

5-Year PerformanceHTUS has outperformed HEQ, delivering a return of +14.7% compared to +6.6%

HTUS vs HEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTUS(ETF)	HEQ(ETF)
Net Assets	$152M	$151M
Expense Ratio	0.96%	N/A
Max Drawdown	50.72%	59.66%
Sharpe Ratio	1.37	1.29
5Y Beta	1.02	0.53
5Y Dividends CAGR	N/A	1.51%

Net Assets

Winner

HTUS

$152M

HEQ

$151M

Expense Ratio

HTUS

0.96%

HEQ

N/A

Max Drawdown

Winner

HTUS

50.72%

HEQ

59.66%

Sharpe Ratio

Winner

HTUS

1.37

HEQ

1.29

5Y Beta

HTUS

1.02

Winner

HEQ

0.53

5Y Dividends CAGR

HTUS

N/A

HEQ

1.51%

HTUS vs HEQ - Historical Returns

Returns include dividend reinvestment.

Period	HTUS	HEQ
1 month	+0.35%	+0.88%
3 months	+6.42%	+1.92%
6 months	+10.64%	+8.81%
1 year	+21.01%	+18.60%
5 years(CAGR)	+14.66%	+6.61%
10 years(CAGR)	+12.43%	+7.26%
Max(CAGR)	+11.64%	+5.88%

HTUS

+0.35%

Winner

HEQ

+0.88%

Winner

HTUS

+6.42%

HEQ

+1.92%

Winner

HTUS

+10.64%

HEQ

+8.81%

Winner

HTUS

+21.01%

HEQ

+18.60%

5Y(CAGR)

Winner

HTUS

+14.66%

HEQ

+6.61%

10Y(CAGR)

Winner

HTUS

+12.43%

HEQ

+7.26%

Max(CAGR)

Winner

HTUS

+11.64%

HEQ

+5.88%

HTUS vs HEQ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	HTUS	HEQ
2026	+10.66%	+11.13%
2025	+16.82%	+14.87%
2024	+25.97%	+11.63%
2023	+28.48%	-4.59%
2022	-13.43%	-2.97%
2021	+26.50%	+26.11%
2020	+12.18%	-13.94%
2019	+18.06%	+25.50%
2018	-10.05%	-18.15%
2017	+11.78%	+21.02%
2016	+5.41%	+21.17%
2015	+0.32%	-2.20%
2014	N/A	+5.02%
2013	N/A	+17.83%
2012	N/A	+10.48%
2011	N/A	-23.41%

HTUS vs HEQ Drawdown Comparison

The maximum drawdown for HTUS was -47.50%, occurring on Mar 18, 2020. Recovery took 167 trading sessions.

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

The current HTUS drawdown is -1.14%. The current HEQ drawdown is -1.84%.

Rank	HTUS	HEQ
#1	-47.50% Feb 12, 2020 - Oct 9, 2020	-44.30% Jan 15, 2020 - Jun 28, 2021
#2	-24.38% Dec 16, 2024 - Jun 27, 2025	-32.38% Jul 8, 2011 - Sep 18, 2013
#3	-21.35% Nov 22, 2021 - Jun 13, 2023	-26.16% May 11, 2018 - Dec 16, 2019
#4	-20.03% Jan 26, 2018 - Oct 28, 2019	-25.35% May 25, 2022 - Jun 11, 2025
#5	-13.65% Jul 28, 2023 - Dec 8, 2023	-21.69% Jul 24, 2014 - Aug 11, 2016
#6	-8.68% Feb 25, 2026 - Apr 14, 2026	-7.91% Jan 2, 2018 - May 1, 2018
#7	-7.05% Jul 16, 2024 - Aug 15, 2024	-7.73% Jul 14, 2021 - Jan 7, 2022
#8	-4.55% Mar 28, 2024 - May 14, 2024	-7.33% Oct 3, 2016 - Dec 22, 2016
#9	-4.40% Aug 30, 2024 - Sep 19, 2024	-7.12% Apr 18, 2022 - May 20, 2022
#10	-4.33% Sep 3, 2021 - Oct 21, 2021	-7.00% Jan 14, 2022 - Mar 29, 2022
#11	-4.22% Oct 28, 2025 - Nov 26, 2025	-6.91% Feb 25, 2026 - Apr 14, 2026
#12	-4.16% Oct 13, 2020 - Nov 5, 2020	-6.04% Oct 20, 2017 - Dec 19, 2017
#13	-4.12% Dec 20, 2023 - Jan 23, 2024	-5.98% Jul 31, 2017 - Sep 22, 2017
#14	-3.99% Feb 1, 2016 - Feb 22, 2016	-4.53% Sep 7, 2016 - Oct 3, 2016
#15	-3.77% Jun 2, 2026 - Jun 10, 2026	-4.51% Jan 22, 2014 - Feb 28, 2014

Correlation

Correlation between HTUS and HEQ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2011 - 2026)

HTUS vs HEQ dividend yield comparison.

Year	HTUS	HEQ
2026	0.00%	4.37%
2025	11.89%	9.30%
2024	17.80%	9.79%
2023	1.18%	10.75%
2022	5.63%	10.09%
2021	7.20%	8.92%
2020	3.77%	11.64%
2019	0.92%	10.09%
2018	8.69%	11.50%
2017	8.29%	10.44%
2016	3.02%	9.57%
2015	0.00%	10.40%
2014	0.00%	9.22%
2013	0.00%	7.88%
2012	0.00%	8.54%
2011	0.00%	4.57%