XHE vs HEQ
Comparison between STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF) and John Hancock Hedged equity & Income Fund (HEQ, ETF).
5-Year PerformanceHEQ has outperformed XHE, delivering a return of +6.6% compared to -7.2%
XHE vs HEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XHE vs HEQ - Historical Returns
Returns include dividend reinvestment.
XHE vs HEQ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | XHE | HEQ |
|---|---|---|
| 2026 | -1.08% | +11.13% |
| 2025 | -0.75% | +14.87% |
| 2024 | +6.09% | +11.63% |
| 2023 | -5.73% | -4.59% |
| 2022 | -24.77% | -2.97% |
| 2021 | +3.60% | +26.11% |
| 2020 | +32.76% | -13.94% |
| 2019 | +24.69% | +25.50% |
| 2018 | +7.34% | -18.15% |
| 2017 | +30.33% | +21.02% |
| 2016 | +15.86% | +21.17% |
| 2015 | +10.94% | -2.20% |
| 2014 | +17.45% | +5.02% |
| 2013 | +34.35% | +17.83% |
| 2012 | +12.28% | +10.48% |
| 2011 | -1.58% | -23.41% |
XHE vs HEQ Drawdown Comparison
The maximum drawdown for XHE was -49.92%, occurring on Oct 30, 2023. 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 XHE drawdown is -34.96%. The current HEQ drawdown is -1.84%.
| Rank | XHE | HEQ |
|---|---|---|
| #1 | -49.92% Sep 2, 2021 - Oct 30, 2023 | -44.30% Jan 15, 2020 - Jun 28, 2021 |
| #2 | -34.17% Feb 19, 2020 - Jul 2, 2020 | -32.38% Jul 8, 2011 - Sep 18, 2013 |
| #3 | -27.37% Sep 13, 2018 - Jan 22, 2020 | -26.16% May 11, 2018 - Dec 16, 2019 |
| #4 | -22.05% Jul 7, 2011 - May 1, 2012 | -25.35% May 25, 2022 - Jun 11, 2025 |
| #5 | -20.04% Jul 22, 2015 - Jun 7, 2016 | -21.69% Jul 24, 2014 - Aug 11, 2016 |
| #6 | -11.92% Sep 7, 2016 - Feb 9, 2017 | -7.91% Jan 2, 2018 - May 1, 2018 |
| #7 | -11.24% Feb 12, 2021 - Jun 24, 2021 | -7.73% Jul 14, 2021 - Jan 7, 2022 |
| #8 | -10.41% Oct 3, 2012 - Jan 25, 2013 | -7.33% Oct 3, 2016 - Dec 22, 2016 |
| #9 | -10.13% Jan 29, 2018 - Mar 9, 2018 | -7.12% Apr 18, 2022 - May 20, 2022 |
| #10 | -9.42% May 2, 2012 - Jun 29, 2012 | -7.00% Jan 14, 2022 - Mar 29, 2022 |
| #11 | -9.25% Mar 4, 2014 - Oct 29, 2014 | -6.91% Feb 25, 2026 - Apr 14, 2026 |
| #12 | -8.30% Jul 3, 2012 - Sep 6, 2012 | -6.04% Oct 20, 2017 - Dec 19, 2017 |
| #13 | -6.97% Aug 5, 2020 - Oct 7, 2020 | -5.98% Jul 31, 2017 - Sep 22, 2017 |
| #14 | -6.92% Jun 25, 2021 - Aug 31, 2021 | -4.53% Sep 7, 2016 - Oct 3, 2016 |
| #15 | -6.51% Jan 16, 2014 - Mar 4, 2014 | -4.51% Jan 22, 2014 - Feb 28, 2014 |
Correlation
Correlation between XHE and HEQ is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2011 - 2026)
XHE vs HEQ dividend yield comparison.
| Year | XHE | HEQ |
|---|---|---|
| 2026 | 0.00% | 4.37% |
| 2025 | 0.08% | 9.30% |
| 2024 | 0.04% | 9.79% |
| 2023 | 0.03% | 10.75% |
| 2022 | 0.04% | 10.09% |
| 2021 | 0.00% | 8.92% |
| 2020 | 0.00% | 11.64% |
| 2019 | 0.05% | 10.09% |
| 2018 | 0.09% | 11.50% |
| 2017 | 0.78% | 10.44% |
| 2016 | 0.17% | 9.57% |
| 2015 | 7.22% | 10.40% |
| 2014 | 1.83% | 9.22% |
| 2013 | 0.19% | 7.88% |
| 2012 | 2.03% | 8.54% |
| 2011 | 0.45% | 4.57% |
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