BOUT vs HFEQ
Comparison between Innovator IBD(R) Breakout Opportunities ETF (BOUT, ETF) and UNLIMITED HFEQ EQUITY LONG/SHORT ETF (HFEQ, ETF).
BOUT vs HFEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BOUT
$16M
Winner
HFEQ
$16M
Expense Ratio
Winner
BOUT
0.80%
HFEQ
0.96%
Max Drawdown
BOUT
36.90%
Winner
HFEQ
13.58%
Sharpe Ratio
BOUT
1.25
Winner
HFEQ
1.27
5Y Beta
Winner
BOUT
0.90
HFEQ
1.57
P/E Ratio
BOUT
25.04
HFEQ
N/A
Forward P/E
BOUT
19.51
HFEQ
N/A
PEG Ratio
BOUT
0.32
HFEQ
N/A
5Y EPS CAGR
BOUT
21.13%
HFEQ
N/A
P/S Ratio
BOUT
1.09
HFEQ
N/A
P/B Ratio
BOUT
4.83
HFEQ
N/A
BOUT vs HFEQ - Holdings Comparison
BOUT and HFEQ have 1 common holdings. Overlap is -103.06%
BOUT's top 25 holdings weight is 40.95%. HFEQ's top 25 holdings weight is 99.99%.
| Rank | BOUT | HFEQ |
|---|---|---|
| #1 | BWX TECHNOLOGIES INC (BWXT) - 1.82% | E-MINI NASDAQ 100 FUTURE JUNE 26 (n/a) - 24.04% |
| #2 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 1.77% | VANGUARD VALUE ETF (VTV) - 17.98% |
| #3 | SPORTRADAR GROUP AG CLASS A (SRAD) - 1.72% | MSCI EMERGING MARKETS INDEX FUTURE JUNE 26 (n/a) - 17.95% |
| #4 | MICROSOFT CORP (MSFT) - 1.70% | EURO STOXX 50 FUTURE JUNE 26 (n/a) - 14.98% |
| #5 | ENSIGN GROUP INC (ENSG) - 1.69% | E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 13.72% |
| #6 | CHARLES SCHWAB CORP (SCHW) - 1.69% | MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 13.68% |
| #7 | INTUIT INC (INTU) - 1.68% | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 13.45% |
| #8 | AUTODESK INC (ADSK) - 1.68% | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 9.93% |
| #9 | SNOWFLAKE INC ORDINARY SHARES CLASS A (SNOW) - 1.67% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.86% |
| #10 | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 1.67% | VANGUARD MID-CAP ETF (VO) - 9.43% |
| #11 | MASTEC INC (MTZ) - 1.66% | VANGUARD US MOMENTUM FACTOR ETF (VFMO) - 8.64% |
| #12 | ARAMARK (ARMK) - 1.65% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 7.44% |
| #13 | HCA HEALTHCARE INC (HCA) - 1.64% | NIKKEI/USD FUTURE JUNE 26 (n/a) - 7.21% |
| #14 | GUIDEWIRE SOFTWARE INC (GWRE) - 1.64% | STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - 6.56% |
| #15 | US FOODS HOLDING CORP (USFD) - 1.63% | E-MINI RUSSELL 2000 INDEX FUTURE JUNE 26 (n/a) - 6.36% |
| #16 | NRG ENERGY INC (NRG) - 1.63% | CBOE VIX FUTURE JUN26 (n/a) - 6.24% |
| #17 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.62% | STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - 5.17% |
| #18 | AMER SPORTS INC (AS) - 1.61% | OTHER ASSETS AND LIABILITIES (n/a) - 4.22% |
| #19 | FERRARI NV (RACE) - 1.61% | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 4.00% |
| #20 | ROYAL CARIBBEAN GROUP (RCL) - 1.60% | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 3.64% |
| #21 | CF INDUSTRIES HOLDINGS INC (CF) - 1.60% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 2.98% |
| #22 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.53% | BTIC ON E-MINI S&P REAL ESTATE SELECT SECTOR INDEX FUTURE JUNE 26 (n/a) - -4.43% |
| #23 | RUBRIK INC CLASS A SHARES (RBRK) - 1.52% | CASH OFFSET (n/a) - -103.06% |
| #24 | JPMORGAN CHASE & CO (JPM) - 1.46% | N/A |
| #25 | WOODWARD INC (WWD) - 1.46% | N/A |
| Total Holdings | 108 | 23 |
BOUT vs HFEQ - Historical Returns
Returns include dividend reinvestment.
1M
BOUT
+2.65%
Winner
HFEQ
+3.14%
3M
Winner
BOUT
+24.44%
HFEQ
+12.41%
6M
Winner
BOUT
+30.82%
HFEQ
+13.56%
1Y
Winner
BOUT
+34.32%
HFEQ
+31.43%
5Y(CAGR)
BOUT
+8.16%
HFEQ
N/A
Max(CAGR)
BOUT
+9.28%
Winner
HFEQ
+35.07%
BOUT vs HFEQ - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BOUT | HFEQ |
|---|---|---|
| 2026 | +30.79% | +12.91% |
| 2025 | -7.51% | +14.87% |
| 2024 | +21.48% | N/A |
| 2023 | +14.21% | N/A |
| 2022 | -21.87% | N/A |
| 2021 | +23.83% | N/A |
| 2020 | +49.99% | N/A |
| 2019 | +21.56% | N/A |
| 2018 | -29.81% | N/A |
BOUT vs HFEQ Drawdown Comparison
The maximum drawdown for BOUT was -36.76%, occurring on Mar 20, 2020. Recovery took 475 trading sessions.
The maximum drawdown for HFEQ was -12.46%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current BOUT drawdown is -0.37%. The current HFEQ drawdown is -0.09%.
| Rank | BOUT | HFEQ |
|---|---|---|
| #1 | -36.76% Sep 14, 2018 - Aug 5, 2020 | -12.46% Feb 25, 2026 - May 6, 2026 |
| #2 | -28.28% Dec 29, 2021 - Nov 6, 2024 | -10.71% Oct 27, 2025 - Jan 5, 2026 |
| #3 | -25.30% Dec 6, 2024 - Apr 9, 2026 | -7.12% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -14.69% Feb 16, 2021 - Nov 1, 2021 | -5.24% May 6, 2026 - May 26, 2026 |
| #5 | -11.51% Aug 5, 2020 - Oct 12, 2020 | -4.42% Jun 4, 2026 - Jun 10, 2026 |
| #6 | -8.18% Jan 19, 2021 - Feb 5, 2021 | -2.72% Jul 23, 2025 - Aug 8, 2025 |
| #7 | -8.09% Oct 13, 2020 - Nov 5, 2020 | -2.36% Feb 20, 2026 - Feb 25, 2026 |
| #8 | -6.94% Nov 6, 2020 - Nov 19, 2020 | -2.20% Jan 28, 2026 - Feb 6, 2026 |
| #9 | -6.36% Nov 18, 2021 - Dec 27, 2021 | -2.15% Aug 22, 2025 - Sep 9, 2025 |
| #10 | -5.40% Jun 2, 2026 - Jun 10, 2026 | -2.12% Feb 11, 2026 - Feb 20, 2026 |
| #11 | -4.56% May 14, 2026 - May 26, 2026 | -2.10% Jan 12, 2026 - Jan 22, 2026 |
| #12 | -4.01% Nov 11, 2024 - Nov 22, 2024 | -1.81% Aug 13, 2025 - Aug 22, 2025 |
| #13 | -3.27% Dec 24, 2020 - Jan 7, 2021 | -1.34% Sep 22, 2025 - Sep 30, 2025 |
| #14 | -2.82% Dec 8, 2020 - Dec 10, 2020 | -1.22% Jan 6, 2026 - Jan 9, 2026 |
| #15 | -2.12% Nov 8, 2021 - Nov 18, 2021 | -1.09% Jan 22, 2026 - Jan 27, 2026 |
Correlation
Correlation between BOUT and HFEQ is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2018 - 2025)
BOUT vs HFEQ dividend yield comparison.
| Year | BOUT | HFEQ |
|---|---|---|
| 2025 | 0.34% | 10.55% |
| 2024 | 0.60% | 0.00% |
| 2023 | 1.32% | 0.00% |
| 2022 | 1.35% | 0.00% |
| 2018 | 0.22% | 0.00% |
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