HECA vs KBWY
Comparison between HEDGEYE CAPITAL ALLOCATION ETF (HECA, ETF) and INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF).
HECA vs KBWY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HECA
$312M
KBWY
$311M
Expense Ratio
HECA
1.30%
Winner
KBWY
0.35%
Max Drawdown
Winner
HECA
12.82%
KBWY
64.35%
Sharpe Ratio
HECA
0.57
Winner
KBWY
1.52
5Y Beta
Winner
HECA
0.45
KBWY
0.58
P/E Ratio
HECA
N/A
KBWY
65.57
Forward P/E
HECA
N/A
KBWY
32.66
5Y Dividends CAGR
HECA
N/A
KBWY
-1.63%
5Y EPS CAGR
HECA
N/A
KBWY
-8.15%
Debt to Equity
HECA
N/A
KBWY
93.52%
P/S Ratio
HECA
N/A
KBWY
3.67
P/B Ratio
HECA
N/A
KBWY
1.28
HECA vs KBWY - Historical Returns
Returns include dividend reinvestment.
1M
HECA
+1.21%
Winner
KBWY
+6.67%
3M
HECA
-0.33%
Winner
KBWY
+16.23%
6M
HECA
-6.43%
Winner
KBWY
+21.06%
1Y
HECA
+10.30%
Winner
KBWY
+32.03%
5Y(CAGR)
HECA
N/A
KBWY
+3.34%
10Y(CAGR)
HECA
N/A
KBWY
+1.02%
Max(CAGR)
Winner
HECA
+11.08%
KBWY
+5.35%
HECA vs KBWY - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | HECA | KBWY |
|---|---|---|
| 2026 | -1.31% | +27.95% |
| 2025 | +12.83% | -4.36% |
| 2024 | N/A | -4.07% |
| 2023 | N/A | +12.23% |
| 2022 | N/A | -19.77% |
| 2021 | N/A | +33.72% |
| 2020 | N/A | -24.70% |
| 2019 | N/A | +21.47% |
| 2018 | N/A | -18.93% |
| 2017 | N/A | -0.02% |
| 2016 | N/A | +34.37% |
| 2015 | N/A | -9.38% |
| 2014 | N/A | +24.32% |
| 2013 | N/A | +8.57% |
| 2012 | N/A | +26.32% |
| 2011 | N/A | -6.53% |
| 2010 | N/A | +3.19% |
HECA vs KBWY Drawdown Comparison
The maximum drawdown for HECA was -12.82%, occurring on Jun 18, 2026. This drawdown has not yet recovered.
The maximum drawdown for KBWY was -57.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current HECA drawdown is -11.17%. The current KBWY drawdown is -1.52%.
| Rank | HECA | KBWY |
|---|---|---|
| #1 | -12.82% Feb 25, 2026 - Jun 18, 2026 | -57.65% Jul 6, 2018 - Mar 18, 2020 |
| #2 | -5.01% Oct 15, 2025 - Jan 6, 2026 | -25.64% Jan 29, 2015 - Jun 29, 2016 |
| #3 | -3.39% Jan 28, 2026 - Feb 9, 2026 | -25.32% Apr 28, 2011 - May 1, 2012 |
| #4 | -3.35% Oct 8, 2025 - Oct 15, 2025 | -19.31% May 21, 2013 - Oct 31, 2014 |
| #5 | -2.34% Jul 23, 2025 - Aug 27, 2025 | -18.75% Oct 18, 2017 - Jul 5, 2018 |
| #6 | -1.15% Feb 13, 2026 - Feb 25, 2026 | -15.61% Sep 7, 2016 - Dec 9, 2016 |
| #7 | -1.02% Aug 28, 2025 - Sep 5, 2025 | -8.74% May 1, 2012 - Jun 29, 2012 |
| #8 | -0.80% Sep 22, 2025 - Sep 26, 2025 | -7.97% Apr 18, 2017 - Oct 11, 2017 |
| #9 | -0.68% Jul 3, 2025 - Jul 17, 2025 | -7.41% Feb 27, 2017 - Apr 11, 2017 |
| #10 | -0.63% Oct 6, 2025 - Oct 8, 2025 | -6.68% Oct 18, 2012 - Dec 18, 2012 |
| #11 | -0.63% Sep 8, 2025 - Sep 11, 2025 | -6.54% Feb 28, 2011 - Apr 20, 2011 |
| #12 | -0.61% Sep 15, 2025 - Sep 19, 2025 | -3.76% Sep 14, 2012 - Oct 18, 2012 |
| #13 | -0.58% Jan 16, 2026 - Jan 21, 2026 | -3.74% Jul 17, 2012 - Aug 28, 2012 |
| #14 | -0.57% Jan 22, 2026 - Jan 27, 2026 | -3.45% Aug 15, 2016 - Sep 7, 2016 |
| #15 | -0.57% Jan 6, 2026 - Jan 9, 2026 | -3.41% Dec 7, 2010 - Dec 22, 2010 |
Correlation
Correlation between HECA and KBWY is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.
0.14
-101
Dividend Comparison (2011 - 2026)
HECA vs KBWY dividend yield comparison.
| Year | HECA | KBWY |
|---|---|---|
| 2026 | 0.00% | 4.56% |
| 2025 | 2.02% | 9.79% |
| 2024 | 0.00% | 8.74% |
| 2023 | 0.00% | 7.90% |
| 2022 | 0.00% | 7.41% |
| 2021 | 0.00% | 5.05% |
| 2020 | 0.00% | 10.35% |
| 2019 | 0.00% | 6.19% |
| 2018 | 0.00% | 8.64% |
| 2017 | 0.00% | 7.25% |
| 2016 | 0.00% | 6.55% |
| 2015 | 0.00% | 5.72% |
| 2014 | 0.00% | 4.57% |
| 2013 | 0.00% | 4.85% |
| 2012 | 0.00% | 5.07% |
| 2011 | 0.00% | 6.64% |
Select Stocks to Compare
Popular: HECA vs SPYKBWY vs SPY
More Comparisons
Compare with similar stocks