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HECA vs AFB

Comparison between HEDGEYE CAPITAL ALLOCATION ETF (HECA, ETF) and AllianceBernstein National Municipal Income Fund Inc (AFB, ETF).

HECA vs AFB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HECA
$346M
Winner
AFB
$347M
Expense Ratio
HECA
1.30%
AFB
N/A
Max Drawdown
Winner
HECA
12.46%
AFB
56.18%
Sharpe Ratio
HECA
0.64
Winner
AFB
1.58
5Y Beta
HECA
0.50
Winner
AFB
0.10
5Y Dividends CAGR
HECA
N/A
AFB
-2.44%

HECA vs AFB - Historical Returns

Returns include dividend reinvestment.

1M
HECA
-1.71%
Winner
AFB
+3.38%
3M
HECA
-9.21%
Winner
AFB
+6.57%
6M
HECA
-1.44%
Winner
AFB
+7.95%
1Y
HECA
+10.25%
Winner
AFB
+16.73%
5Y(CAGR)
HECA
N/A
AFB
-1.17%
10Y(CAGR)
HECA
N/A
AFB
+1.61%
Max(CAGR)
Winner
HECA
+10.72%
AFB
+4.49%

HECA vs AFB - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearHECAAFB
2026-2.60%+6.86%
2025+12.83%+3.74%
2024N/A+3.62%
2023N/A+6.52%
2022N/A-26.36%
2021N/A+7.80%
2020N/A+8.62%
2019N/A+17.80%
2018N/A-5.64%
2017N/A+5.98%
2016N/A+0.60%
2015N/A+6.57%
2014N/A+17.08%
2013N/A-16.19%
2012N/A+12.31%
2011N/A+23.79%
2010N/A+2.72%
2009N/A+46.56%
2008N/A-26.19%
2007N/A-7.62%
2006N/A+5.59%
2005N/A+17.67%
2004N/A+6.73%
2003N/A+9.12%
2002N/A-3.10%

HECA vs AFB Drawdown Comparison

The maximum drawdown for HECA was -12.46%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for AFB was -51.00%, occurring on Oct 10, 2008. Recovery took 746 trading sessions.

The current HECA drawdown is -12.33%. The current AFB drawdown is -8.64%.

RankHECAAFB
#1-12.46%
Feb 25, 2026 - Jun 5, 2026
-51.00%
Oct 19, 2006 - Oct 7, 2009
#2-5.01%
Oct 15, 2025 - Jan 6, 2026
-35.14%
Dec 16, 2021 - Oct 20, 2023
#3-3.39%
Jan 28, 2026 - Feb 9, 2026
-26.40%
Jan 18, 2013 - Jan 7, 2016
#4-3.35%
Oct 8, 2025 - Oct 15, 2025
-23.23%
Mar 6, 2020 - Nov 27, 2020
#5-2.34%
Jul 23, 2025 - Aug 27, 2025
-18.03%
Oct 7, 2010 - Sep 13, 2011
#6-1.15%
Feb 13, 2026 - Feb 25, 2026
-14.00%
Mar 17, 2004 - Nov 1, 2004
#7-1.02%
Aug 28, 2025 - Sep 5, 2025
-13.99%
Jul 8, 2016 - Jun 13, 2019
#8-0.80%
Sep 22, 2025 - Sep 26, 2025
-12.35%
Jan 29, 2002 - Apr 28, 2003
#9-0.68%
Jul 3, 2025 - Jul 17, 2025
-9.33%
Oct 7, 2009 - Jan 25, 2010
#10-0.63%
Oct 6, 2025 - Oct 8, 2025
-8.25%
Mar 2, 2012 - May 17, 2012
#11-0.63%
Sep 8, 2025 - Sep 11, 2025
-8.16%
Jun 13, 2003 - Jan 9, 2004
#12-0.61%
Sep 15, 2025 - Sep 19, 2025
-6.23%
Oct 1, 2012 - Jan 7, 2013
#13-0.58%
Jan 16, 2026 - Jan 21, 2026
-6.06%
Sep 7, 2005 - Dec 15, 2005
#14-0.57%
Jan 22, 2026 - Jan 27, 2026
-5.38%
Jul 11, 2006 - Aug 1, 2006
#15-0.57%
Jan 6, 2026 - Jan 9, 2026
-5.24%
Jan 30, 2012 - Mar 2, 2012

Correlation

Correlation between HECA and AFB is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (2002 - 2026)

HECA vs AFB dividend yield comparison.

YearHECAAFB
20260.00%2.67%
20252.02%4.72%
20240.00%3.83%
20230.00%3.62%
20220.00%5.26%
20210.00%4.32%
20200.00%4.18%
20190.00%3.93%
20180.00%4.53%
20170.00%4.70%
20160.00%5.34%
20150.00%5.80%
20140.00%6.35%
20130.00%7.06%
20120.00%5.98%
20110.00%6.29%
20100.00%7.19%
20090.00%6.64%
20080.00%8.37%
20070.00%5.91%
20060.00%6.29%
20050.00%6.48%
20040.00%7.14%
20030.00%6.81%
20020.00%5.18%

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