HECA vs TBFG
Comparison between HEDGEYE CAPITAL ALLOCATION ETF (HECA, ETF) and THE BRINSMERE FUND - GROWTH ETF (TBFG, ETF).
HECA vs TBFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HECA
$378M
TBFG
$378M
Expense Ratio
HECA
1.30%
Winner
TBFG
0.46%
Max Drawdown
Winner
HECA
12.46%
TBFG
14.50%
Sharpe Ratio
HECA
0.59
Winner
TBFG
1.57
5Y Beta
Winner
HECA
0.50
TBFG
0.63
HECA vs TBFG - Historical Returns
Returns include dividend reinvestment.
1M
HECA
-3.09%
Winner
TBFG
+0.77%
3M
HECA
-8.94%
Winner
TBFG
+4.85%
6M
HECA
-2.71%
Winner
TBFG
+8.11%
1Y
HECA
+10.09%
Winner
TBFG
+21.06%
Max(CAGR)
HECA
+10.91%
Winner
TBFG
+13.79%
HECA vs TBFG - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | HECA | TBFG |
|---|---|---|
| 2026 | -2.75% | +6.90% |
| 2025 | +12.83% | +14.71% |
| 2024 | N/A | +10.49% |
HECA vs TBFG 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 TBFG was -13.43%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current HECA drawdown is -12.46%. The current TBFG drawdown is -2.92%.
| Rank | HECA | TBFG |
|---|---|---|
| #1 | -12.46% Feb 25, 2026 - Jun 5, 2026 | -13.43% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -5.01% Oct 15, 2025 - Jan 6, 2026 | -7.63% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -3.39% Jan 28, 2026 - Feb 9, 2026 | -6.44% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -3.35% Oct 8, 2025 - Oct 15, 2025 | -4.89% Mar 28, 2024 - May 15, 2024 |
| #5 | -2.34% Jul 23, 2025 - Aug 27, 2025 | -4.41% Dec 4, 2024 - Feb 14, 2025 |
| #6 | -1.15% Feb 13, 2026 - Feb 25, 2026 | -3.39% Oct 27, 2025 - Dec 10, 2025 |
| #7 | -1.02% Aug 28, 2025 - Sep 5, 2025 | -2.92% Jun 2, 2026 - Jun 5, 2026 |
| #8 | -0.80% Sep 22, 2025 - Sep 26, 2025 | -2.34% Jan 28, 2026 - Feb 9, 2026 |
| #9 | -0.68% Jul 3, 2025 - Jul 17, 2025 | -2.27% Oct 6, 2025 - Oct 20, 2025 |
| #10 | -0.63% Oct 6, 2025 - Oct 8, 2025 | -2.23% Nov 7, 2024 - Dec 2, 2024 |
| #11 | -0.63% Sep 8, 2025 - Sep 11, 2025 | -2.13% Oct 18, 2024 - Nov 7, 2024 |
| #12 | -0.61% Sep 15, 2025 - Sep 19, 2025 | -2.06% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.58% Jan 16, 2026 - Jan 21, 2026 | -1.78% May 14, 2026 - May 26, 2026 |
| #14 | -0.57% Jan 22, 2026 - Jan 27, 2026 | -1.72% May 17, 2024 - Jun 12, 2024 |
| #15 | -0.57% Jan 6, 2026 - Jan 9, 2026 | -1.56% Dec 11, 2025 - Dec 22, 2025 |
Correlation
Correlation between HECA and TBFG is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2024 - 2026)
HECA vs TBFG dividend yield comparison.
| Year | HECA | TBFG |
|---|---|---|
| 2026 | 0.00% | 0.20% |
| 2025 | 2.02% | 2.65% |
| 2024 | 0.00% | 2.43% |
Select Stocks to Compare
Popular: HECA vs SPYTBFG vs SPY
More Comparisons
Compare with similar stocks