Compare · 2 funds side by side · dividends reinvested

HXE and STNC

HXEMast Investments×STNCHennessy×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,881STNC · best of the two

02 / 03

HXE and STNC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hennessy Sustainable ETFUnsorted0.95%0.90%+12.3%+14.7%+17.3%+6.8%−8.1%14.7%$94M1.0

Mast HedgeIndex Adaptive Equities ETFUnsorted0.99%0.00%[…][…][…][…][…][…]$33M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: HXE 2026 · STNC 2021

Head to Head

Swap sides Versus in desk

Head to Head

Mast HedgeIndex Adaptive Equities ETF · $33M[…]

HXE

STNC

Hennessy Sustainable ETF · $94M$13,881

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

HXEMeasureSTNC

[…]Year to dateJan 1 → Nov 3+12.3%

[…]1 yearTotal return+14.7%

[…]3 years · per year$10,000 became […] · $16,124+17.3%

[…]5 years · per year$10,000 became […] · $13,881+6.8%

0.99%Expense ratio$99 · $95 a year on $10k · lower is better0.95%

0.00%Trailing 12-mo yield$0 · $90 a year on $10k0.90%

[…]Worst dropSmaller is better−8.1%

[…]VolatilityLower is calmer14.7%

HXESTNC Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2STNC wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HXE vs STNC: Top 5 Holdings

Today

HXE

25.9%in top 5

STNC

in top 518.8%

HXEStockSTNC

7.2%CLnot top 5

5.2%MDTnot top 5

5.1%MKLnot top 5

4.4%INTU4.1%

4.0%BRnot top 5

not top 5RSG3.9%

not top 5HLT3.8%

not top 5CMCSA3.6%

not top 5SBUX3.4%

Held in common5.8%

End-of-day Nov 3, 2026 · share of each fund

HXE vs STNC Returns, Every Period

Mast InvestmentsHXE

[…]

past year

STNCHennessy

+14.7%

past year

Returns […]

HXESTNCFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

HXE vs STNC

YTD

Mast InvestmentsHXE

[…]

STNCHennessy

+12.3%

[…]Year to date+12.3%

[…]Worst drop · 1Y−8.1%

[…]Volatility · 1Y14.7%

0.0%Yield0.9%

$33.0MAssets$94.0M

1–0STNC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HXE, STNC

Today

0.95%lowest, STNC

FundExpense ratioFee$10k

STNC0.95%$95

HXE0.99%$99

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HXE, STNC

0.90%highest, STNC

FundTrailing yieldYield$10k

STNC0.90%$90

HXE0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$5most kept, STNC

STNC$90 − $95 = −$5

HXE$0 − $99 = −$99

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HXE, STNC

Today

5.8%most shared, HXE and STNC

HXESTNC

HXE—5.8%

STNC5.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.7%STNC, at 14.7% volatility

STNCWorst drop−8.1%14.7% vol

HXEWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026