STXE vs HEQ
Comparison between STRIVE EMERGING MARKETS EX-CHINA ETF (STXE, ETF) and John Hancock Hedged equity & Income Fund (HEQ, ETF).
STXE vs HEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
STXE
$155M
HEQ
$155M
Expense Ratio
STXE
0.32%
HEQ
N/A
Max Drawdown
Winner
STXE
21.41%
HEQ
59.66%
Sharpe Ratio
Winner
STXE
2.13
HEQ
1.22
5Y Beta
STXE
0.87
Winner
HEQ
0.52
5Y Dividends CAGR
STXE
N/A
HEQ
1.51%
STXE vs HEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
STXE
+6.90%
HEQ
+2.81%
3M
Winner
STXE
+30.89%
HEQ
+7.44%
6M
Winner
STXE
+47.92%
HEQ
+12.27%
1Y
Winner
STXE
+71.44%
HEQ
+18.81%
5Y(CAGR)
STXE
N/A
HEQ
+7.29%
10Y(CAGR)
STXE
N/A
HEQ
+7.66%
Max(CAGR)
Winner
STXE
+26.21%
HEQ
+5.93%
STXE vs HEQ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | STXE | HEQ |
|---|---|---|
| 2026 | +38.79% | +11.23% |
| 2025 | +33.70% | +14.87% |
| 2024 | +2.94% | +11.63% |
| 2023 | +11.75% | -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% |
STXE vs HEQ Drawdown Comparison
The maximum drawdown for STXE was -18.89%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The maximum drawdown for HEQ was -44.30%, occurring on Mar 23, 2020. Recovery took 365 trading sessions.
The current STXE drawdown is -4.02%. The current HEQ drawdown is -1.76%.
| Rank | STXE | HEQ |
|---|---|---|
| #1 | -18.89% Sep 26, 2024 - Jun 24, 2025 | -44.30% Jan 15, 2020 - Jun 28, 2021 |
| #2 | -14.51% Feb 25, 2026 - Apr 15, 2026 | -32.38% Jul 8, 2011 - Sep 18, 2013 |
| #3 | -11.77% Jul 26, 2023 - Dec 14, 2023 | -26.16% May 11, 2018 - Dec 16, 2019 |
| #4 | -9.89% Jun 2, 2026 - Jun 10, 2026 | -25.35% May 25, 2022 - Jun 11, 2025 |
| #5 | -9.50% Jul 16, 2024 - Sep 24, 2024 | -21.69% Jul 24, 2014 - Aug 11, 2016 |
| #6 | -8.60% Feb 1, 2023 - Jun 2, 2023 | -7.91% Jan 2, 2018 - May 1, 2018 |
| #7 | -5.86% May 11, 2026 - May 26, 2026 | -7.73% Jul 14, 2021 - Jan 7, 2022 |
| #8 | -5.43% Apr 9, 2024 - May 15, 2024 | -7.33% Oct 3, 2016 - Dec 22, 2016 |
| #9 | -4.98% Nov 3, 2025 - Dec 26, 2025 | -7.12% Apr 18, 2022 - May 20, 2022 |
| #10 | -4.65% Dec 27, 2023 - Feb 7, 2024 | -7.00% Jan 14, 2022 - Mar 29, 2022 |
| #11 | -3.97% May 15, 2024 - Jun 17, 2024 | -6.91% Feb 25, 2026 - Apr 14, 2026 |
| #12 | -3.22% Jun 15, 2023 - Jul 12, 2023 | -6.04% Oct 20, 2017 - Dec 19, 2017 |
| #13 | -2.97% Aug 13, 2025 - Sep 10, 2025 | -5.98% Jul 31, 2017 - Sep 22, 2017 |
| #14 | -2.72% Oct 8, 2025 - Oct 15, 2025 | -4.53% Sep 7, 2016 - Oct 3, 2016 |
| #15 | -2.58% Jul 23, 2025 - Aug 8, 2025 | -4.51% Jan 22, 2014 - Feb 28, 2014 |
Correlation
Correlation between STXE 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)
STXE vs HEQ dividend yield comparison.
| Year | STXE | HEQ |
|---|---|---|
| 2026 | 0.27% | 4.36% |
| 2025 | 2.66% | 9.30% |
| 2024 | 3.22% | 9.79% |
| 2023 | 1.08% | 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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