MSTX vs HEQ
Comparison between Defiance Daily Target 2x Long MSTR ETF (MSTX, ETF) and John Hancock Hedged equity & Income Fund (HEQ, ETF).
MSTX vs HEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MSTX
$151M
Winner
HEQ
$151M
Max Drawdown
MSTX
99.61%
Winner
HEQ
59.66%
Sharpe Ratio
MSTX
-1.82
Winner
HEQ
1.29
5Y Beta
MSTX
4.87
Winner
HEQ
0.53
5Y Dividends CAGR
MSTX
N/A
HEQ
1.51%
MSTX vs HEQ - Historical Returns
Returns include dividend reinvestment.
1M
MSTX
-20.85%
Winner
HEQ
+0.88%
3M
MSTX
-69.48%
Winner
HEQ
+1.92%
6M
MSTX
-77.03%
Winner
HEQ
+8.81%
1Y
MSTX
-97.70%
Winner
HEQ
+18.60%
5Y(CAGR)
MSTX
N/A
HEQ
+6.61%
10Y(CAGR)
MSTX
N/A
HEQ
+7.26%
Max(CAGR)
MSTX
-75.15%
Winner
HEQ
+5.88%
MSTX vs HEQ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | MSTX | HEQ |
|---|---|---|
| 2026 | -75.97% | +11.13% |
| 2025 | -89.80% | +14.87% |
| 2024 | +143.64% | +11.63% |
| 2023 | N/A | -4.59% |
| 2022 | N/A | -2.97% |
| 2021 | N/A | +26.11% |
| 2020 | N/A | -13.94% |
| 2019 | N/A | +25.50% |
| 2018 | N/A | -18.15% |
| 2017 | N/A | +21.02% |
| 2016 | N/A | +21.17% |
| 2015 | N/A | -2.20% |
| 2014 | N/A | +5.02% |
| 2013 | N/A | +17.83% |
| 2012 | N/A | +10.48% |
| 2011 | N/A | -23.41% |
MSTX vs HEQ Drawdown Comparison
The maximum drawdown for MSTX was -99.45%, occurring on Jun 26, 2026. This drawdown has not yet recovered.
The maximum drawdown for HEQ was -44.30%, occurring on Mar 23, 2020. Recovery took 365 trading sessions.
The current MSTX drawdown is -99.19%. The current HEQ drawdown is -1.84%.
| Rank | MSTX | HEQ |
|---|---|---|
| #1 | -99.45% Nov 20, 2024 - Jun 26, 2026 | -44.30% Jan 15, 2020 - Jun 28, 2021 |
| #2 | -38.90% Aug 23, 2024 - Sep 26, 2024 | -32.38% Jul 8, 2011 - Sep 18, 2013 |
| #3 | -26.07% Oct 29, 2024 - Nov 7, 2024 | -26.16% May 11, 2018 - Dec 16, 2019 |
| #4 | -16.43% Nov 12, 2024 - Nov 18, 2024 | -25.35% May 25, 2022 - Jun 11, 2025 |
| #5 | -15.43% Oct 11, 2024 - Oct 18, 2024 | -21.69% Jul 24, 2014 - Aug 11, 2016 |
| #6 | -13.61% Sep 27, 2024 - Oct 7, 2024 | -7.91% Jan 2, 2018 - May 1, 2018 |
| #7 | -9.40% Aug 21, 2024 - Aug 23, 2024 | -7.73% Jul 14, 2021 - Jan 7, 2022 |
| #8 | -7.75% Oct 8, 2024 - Oct 11, 2024 | -7.33% Oct 3, 2016 - Dec 22, 2016 |
| #9 | -4.50% Oct 22, 2024 - Oct 24, 2024 | -7.12% Apr 18, 2022 - May 20, 2022 |
| #10 | -2.11% Aug 19, 2024 - Aug 21, 2024 | -7.00% Jan 14, 2022 - Mar 29, 2022 |
| #11 | -1.07% Oct 24, 2024 - Oct 28, 2024 | -6.91% Feb 25, 2026 - Apr 14, 2026 |
| #12 | -0.42% Nov 7, 2024 - Nov 11, 2024 | -6.04% Oct 20, 2017 - Dec 19, 2017 |
| #13 | N/A | -5.98% Jul 31, 2017 - Sep 22, 2017 |
| #14 | N/A | -4.53% Sep 7, 2016 - Oct 3, 2016 |
| #15 | N/A | -4.51% Jan 22, 2014 - Feb 28, 2014 |
Correlation
Correlation between MSTX and HEQ is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.75
-101
Dividend Comparison (2011 - 2026)
MSTX vs HEQ dividend yield comparison.
| Year | MSTX | HEQ |
|---|---|---|
| 2026 | 0.00% | 4.37% |
| 2025 | 0.00% | 9.30% |
| 2024 | 41.01% | 9.79% |
| 2023 | 0.00% | 10.75% |
| 2022 | 0.00% | 10.09% |
| 2021 | 0.00% | 8.92% |
| 2020 | 0.00% | 11.64% |
| 2019 | 0.00% | 10.09% |
| 2018 | 0.00% | 11.50% |
| 2017 | 0.00% | 10.44% |
| 2016 | 0.00% | 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% |
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