HEQ vs KOCG
John Hancock Hedged Equity & Income Fund vs FIS Knights of Columbus Global Belief ETF
Which is better, HEQ or KOCG?
KOCG has been ahead.
KOCG has a lower expense ratio. KOCG led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HEQ | KOCG |
|---|---|---|
| Expense Ratio | 1.16% | 0.76%Best |
| AUM | $148M | $29M |
| Dividend Yield | 8.10% | 0.88% |
| Holdings | 659 | 82 |
| Volatility (annualized) | 14.5%Best | 16.1% |
| Max Drawdown | -25.4%Best | -28.7% |
| $10,000 over 4 years | $11,159 | $13,079Best |
| Fund Family | John Hancock Investment Management | Faith Investor Services |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | May 26, 2011 | Jul 13, 2021 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 453 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. HEQ has data through Oct 14, 2026 and KOCG through Jul 18, 2025.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Jul 14, 2021 to Jul 18, 2025 (4 years).
Risk: Volatility and Drawdowns
KOCG has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 14.5% for HEQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.4% for HEQ and -28.7% for KOCG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HEQ charges 1.16% per year while KOCG charges 0.76%. On a $10,000 position that is $116 vs $76 annually, a gap of $40 per year that compounds over a long holding period. On income, HEQ currently yields 8.10% against 0.88% for KOCG.
You are not choosing between two funds in isolation.
Whichever of HEQ and KOCG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HEQ or KOCG?
HEQ has an expense ratio of 1.16% while KOCG charges 0.76%. KOCG is the cheaper option, by $40 a year on a $10,000 investment.
Which is riskier, HEQ or KOCG?
KOCG has been the more volatile fund at 16.1% annualized versus 14.5% for HEQ. Worst drawdown: HEQ -25.4% vs KOCG -28.7%.
Should I hold both HEQ and KOCG?
HEQ and KOCG have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HEQ or KOCG?
HEQ yields 8.10% while KOCG yields 0.88%, so HEQ currently pays the higher dividend yield.
Is KOCG better than HEQ?
KOCG has a lower expense ratio. KOCG led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.