HECA vs UTEN
Comparison between HEDGEYE CAPITAL ALLOCATION ETF (HECA, ETF) and F/M US TREASURY 10 YEAR NOTE ETF (UTEN, ETF).
HECA vs UTEN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HECA
$287M
Winner
UTEN
$287M
Expense Ratio
HECA
0.81%
Winner
UTEN
0.15%
Max Drawdown
Winner
HECA
12.82%
UTEN
16.76%
Sharpe Ratio
Winner
HECA
0.67
UTEN
-0.44
5Y Beta
HECA
0.43
Winner
UTEN
0.01
HECA vs UTEN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HECA
+2.66%
UTEN
+0.83%
3M
Winner
HECA
+0.66%
UTEN
+0.11%
6M
HECA
-9.10%
Winner
UTEN
-2.37%
1Y
Winner
HECA
+12.16%
UTEN
+1.66%
5Y(CAGR)
HECA
N/A
UTEN
+0.02%
Max(CAGR)
Winner
HECA
+12.34%
UTEN
+0.02%
HECA vs UTEN - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | HECA | UTEN |
|---|---|---|
| 2026 | +0.98% | -0.63% |
| 2025 | +12.83% | +7.85% |
| 2024 | N/A | -1.27% |
| 2023 | N/A | +2.37% |
| 2022 | N/A | -7.80% |
HECA vs UTEN 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 UTEN was -13.36%, occurring on Oct 19, 2023. Recovery took 770 trading sessions.
The current HECA drawdown is -9.10%. The current UTEN drawdown is -3.09%.
| Rank | HECA | UTEN |
|---|---|---|
| #1 | -12.82% Feb 25, 2026 - Jun 18, 2026 | -13.36% Aug 10, 2022 - Sep 5, 2025 |
| #2 | -5.01% Oct 15, 2025 - Jan 6, 2026 | -4.57% Feb 27, 2026 - May 19, 2026 |
| #3 | -3.39% Jan 28, 2026 - Feb 9, 2026 | -1.76% Nov 26, 2025 - Feb 12, 2026 |
| #4 | -3.35% Oct 8, 2025 - Oct 15, 2025 | -1.41% Oct 22, 2025 - Nov 25, 2025 |
| #5 | -2.34% Jul 23, 2025 - Aug 27, 2025 | -1.12% Sep 11, 2025 - Oct 10, 2025 |
| #6 | -1.15% Feb 13, 2026 - Feb 25, 2026 | -0.27% Sep 8, 2025 - Sep 10, 2025 |
| #7 | -1.02% Aug 28, 2025 - Sep 5, 2025 | -0.25% Feb 13, 2026 - Feb 23, 2026 |
| #8 | -0.80% Sep 22, 2025 - Sep 26, 2025 | -0.17% Oct 16, 2025 - Oct 21, 2025 |
| #9 | -0.68% Jul 3, 2025 - Jul 17, 2025 | -0.11% Feb 23, 2026 - Feb 26, 2026 |
| #10 | -0.63% Oct 6, 2025 - Oct 8, 2025 | -0.08% Oct 14, 2025 - Oct 16, 2025 |
| #11 | -0.63% Sep 8, 2025 - Sep 11, 2025 | N/A |
| #12 | -0.61% Sep 15, 2025 - Sep 19, 2025 | N/A |
| #13 | -0.58% Jan 16, 2026 - Jan 21, 2026 | N/A |
| #14 | -0.57% Jan 22, 2026 - Jan 27, 2026 | N/A |
| #15 | -0.57% Jan 6, 2026 - Jan 9, 2026 | N/A |
Correlation
Correlation between HECA and UTEN is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2022 - 2026)
HECA vs UTEN dividend yield comparison.
| Year | HECA | UTEN |
|---|---|---|
| 2026 | 0.00% | 2.39% |
| 2025 | 2.02% | 4.11% |
| 2024 | 0.00% | 4.13% |
| 2023 | 0.00% | 3.62% |
| 2022 | 0.00% | 1.39% |
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