THEQ vs ISWN
Comparison between T. ROWE PRICE HEDGED EQUITY ETF (THEQ, ETF) and AMPLIFY BLACKSWAN ISWN ETF (ISWN, ETF).
THEQ vs ISWN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
THEQ
$37M
Winner
ISWN
$37M
Expense Ratio
Winner
THEQ
0.46%
ISWN
0.49%
Max Drawdown
Winner
THEQ
8.08%
ISWN
35.55%
Sharpe Ratio
Winner
THEQ
0.82
ISWN
0.47
5Y Beta
THEQ
0.63
Winner
ISWN
0.42
5Y Dividends CAGR
THEQ
N/A
ISWN
90.14%
THEQ vs ISWN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
THEQ
-0.10%
ISWN
-1.10%
3M
Winner
THEQ
+2.26%
ISWN
-0.57%
6M
Winner
THEQ
+4.34%
ISWN
+0.44%
1Y
Winner
THEQ
+10.99%
ISWN
+8.00%
5Y(CAGR)
THEQ
N/A
ISWN
-0.70%
Max(CAGR)
Winner
THEQ
+13.85%
ISWN
-0.13%
THEQ vs ISWN - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | THEQ | ISWN |
|---|---|---|
| 2026 | +5.19% | +2.52% |
| 2025 | +12.86% | +23.17% |
| 2024 | N/A | -2.65% |
| 2023 | N/A | +7.26% |
| 2022 | N/A | -24.61% |
| 2021 | N/A | +0.45% |
THEQ vs ISWN Drawdown Comparison
The maximum drawdown for THEQ was -8.08%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The maximum drawdown for ISWN was -32.36%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current THEQ drawdown is -2.34%. The current ISWN drawdown is -5.34%.
| Rank | THEQ | ISWN |
|---|---|---|
| #1 | -8.08% Mar 27, 2025 - May 12, 2025 | -32.36% Sep 15, 2021 - Oct 25, 2023 |
| #2 | -6.17% Feb 25, 2026 - Apr 15, 2026 | -4.34% Feb 11, 2021 - Apr 26, 2021 |
| #3 | -3.60% Oct 28, 2025 - Dec 26, 2025 | -3.09% May 7, 2021 - May 25, 2021 |
| #4 | -3.17% Jun 2, 2026 - Jun 10, 2026 | -1.85% Jun 10, 2021 - Jul 28, 2021 |
| #5 | -2.24% Oct 8, 2025 - Oct 24, 2025 | -1.75% Jan 26, 2021 - Feb 11, 2021 |
| #6 | -2.11% Jan 12, 2026 - Jan 27, 2026 | -1.53% Aug 3, 2021 - Sep 2, 2021 |
| #7 | -1.74% May 19, 2025 - Jun 3, 2025 | -1.42% Apr 26, 2021 - May 6, 2021 |
| #8 | -1.70% Feb 2, 2026 - Feb 9, 2026 | -0.69% Sep 3, 2021 - Sep 14, 2021 |
| #9 | -1.67% May 14, 2026 - May 26, 2026 | -0.55% Jun 2, 2021 - Jun 4, 2021 |
| #10 | -1.64% Jul 25, 2025 - Aug 8, 2025 | -0.34% May 25, 2021 - May 28, 2021 |
| #11 | -1.15% Sep 22, 2025 - Oct 1, 2025 | -0.20% Jul 29, 2021 - Aug 2, 2021 |
| #12 | -1.14% Aug 28, 2025 - Sep 4, 2025 | -0.09% Jun 4, 2021 - Jun 8, 2021 |
| #13 | -1.09% Feb 9, 2026 - Feb 25, 2026 | N/A |
| #14 | -1.08% Jun 12, 2025 - Jun 24, 2025 | N/A |
| #15 | -1.06% Aug 14, 2025 - Aug 22, 2025 | N/A |
Correlation
Correlation between THEQ and ISWN is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2021 - 2026)
THEQ vs ISWN dividend yield comparison.
| Year | THEQ | ISWN |
|---|---|---|
| 2026 | 0.00% | 1.50% |
| 2025 | 0.79% | 2.89% |
| 2024 | 0.00% | 3.27% |
| 2023 | 0.00% | 2.91% |
| 2022 | 0.00% | 2.00% |
| 2021 | 0.00% | 0.76% |
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