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HECA vs AGEM

Comparison between HEDGEYE CAPITAL ALLOCATION ETF (HECA, ETF) and abrdn Emerging Markets Dividend Active ETF (AGEM, ETF).

HECA vs AGEM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HECA
$346M
AGEM
$346M
Expense Ratio
HECA
1.30%
Winner
AGEM
0.70%
Max Drawdown
Winner
HECA
12.46%
AGEM
15.58%
Sharpe Ratio
HECA
0.64
Winner
AGEM
1.91
5Y Beta
Winner
HECA
0.50
AGEM
0.89

HECA vs AGEM - Historical Returns

Returns include dividend reinvestment.

1M
HECA
-1.71%
Winner
AGEM
+6.92%
3M
HECA
-9.21%
Winner
AGEM
+19.24%
6M
HECA
-1.44%
Winner
AGEM
+33.86%
1Y
HECA
+10.25%
Winner
AGEM
+57.49%
Max(CAGR)
HECA
+10.72%
Winner
AGEM
+49.07%

HECA vs AGEM - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearHECAAGEM
2026-2.60%+27.37%
2025+12.83%+29.78%

HECA vs AGEM 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 AGEM was -15.58%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.

The current HECA drawdown is -12.33%. The current AGEM drawdown is -2.14%.

RankHECAAGEM
#1-12.46%
Feb 25, 2026 - Jun 5, 2026
-15.58%
Feb 19, 2025 - May 5, 2025
#2-5.01%
Oct 15, 2025 - Jan 6, 2026
-13.92%
Feb 25, 2026 - Apr 30, 2026
#3-3.39%
Jan 28, 2026 - Feb 9, 2026
-9.04%
Jun 2, 2026 - Jun 5, 2026
#4-3.35%
Oct 8, 2025 - Oct 15, 2025
-6.52%
May 11, 2026 - Jun 1, 2026
#5-2.34%
Jul 23, 2025 - Aug 27, 2025
-5.47%
Oct 29, 2025 - Dec 26, 2025
#6-1.15%
Feb 13, 2026 - Feb 25, 2026
-3.59%
Oct 3, 2025 - Oct 20, 2025
#7-1.02%
Aug 28, 2025 - Sep 5, 2025
-3.15%
Jul 23, 2025 - Aug 12, 2025
#8-0.80%
Sep 22, 2025 - Sep 26, 2025
-2.51%
Jun 11, 2025 - Jun 24, 2025
#9-0.68%
Jul 3, 2025 - Jul 17, 2025
-2.45%
Jan 28, 2026 - Feb 6, 2026
#10-0.63%
Oct 6, 2025 - Oct 8, 2025
-1.83%
May 6, 2026 - May 8, 2026
#11-0.63%
Sep 8, 2025 - Sep 11, 2025
-1.77%
Sep 17, 2025 - Oct 1, 2025
#12-0.61%
Sep 15, 2025 - Sep 19, 2025
-1.76%
Aug 22, 2025 - Sep 8, 2025
#13-0.58%
Jan 16, 2026 - Jan 21, 2026
-1.70%
Aug 13, 2025 - Aug 22, 2025
#14-0.57%
Jan 22, 2026 - Jan 27, 2026
-1.56%
Jul 3, 2025 - Jul 16, 2025
#15-0.57%
Jan 6, 2026 - Jan 9, 2026
-1.43%
Oct 20, 2025 - Oct 24, 2025

Correlation

Correlation between HECA and AGEM is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51
-101

Dividend Comparison (2025 - 2026)

HECA vs AGEM dividend yield comparison.

YearHECAAGEM
20260.00%0.34%
20252.02%1.80%

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