SWP vs HEQ

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

SWP vs HEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SWP

$154M

Winner

HEQ

$155M

Expense Ratio

SWP

0.99%

HEQ

N/A

Max Drawdown

Winner

SWP

17.14%

HEQ

59.66%

Sharpe Ratio

Winner

SWP

1.32

HEQ

1.22

5Y Beta

SWP

0.78

Winner

HEQ

0.52

P/E Ratio

SWP

24.81

HEQ

N/A

Forward P/E

SWP

20.19

HEQ

N/A

PEG Ratio

SWP

0.76

HEQ

N/A

5Y Dividends CAGR

SWP

N/A

HEQ

1.51%

5Y EPS CAGR

SWP

16.44%

HEQ

N/A

P/S Ratio

SWP

2.54

HEQ

N/A

P/B Ratio

SWP

4.97

HEQ

N/A

SWP vs HEQ - Historical Returns

Returns include dividend reinvestment.

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

SWP

+0.93%

Winner

HEQ

+2.81%

SWP

+6.89%

Winner

HEQ

+7.44%

SWP

+5.87%

Winner

HEQ

+12.27%

Winner

SWP

+20.40%

HEQ

+18.81%

5Y(CAGR)

SWP

N/A

HEQ

+7.29%

10Y(CAGR)

SWP

N/A

HEQ

+7.66%

Max(CAGR)

Winner

SWP

+14.09%

HEQ

+5.93%

SWP vs HEQ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

SWP vs HEQ Drawdown Comparison

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

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

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

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

Correlation

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

0.94

-101

Dividend Comparison (2011 - 2026)

SWP vs HEQ dividend yield comparison.

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