HFEQ vs LDRI

Comparison between UNLIMITED HFEQ EQUITY LONG/SHORT ETF (HFEQ, ETF) and ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF (LDRI, ETF).

HFEQ vs LDRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HFEQ(ETF)	LDRI(ETF)
Net Assets	$19M	$19M
Expense Ratio	0.96%	0.10%
Max Drawdown	13.58%	9.81%
Sharpe Ratio	1.14	0.36
5Y Beta	1.58	-0.01

Net Assets

HFEQ

$19M

Winner

LDRI

$19M

Expense Ratio

HFEQ

0.96%

Winner

LDRI

0.10%

Max Drawdown

HFEQ

13.58%

Winner

LDRI

9.81%

Sharpe Ratio

Winner

HFEQ

1.14

LDRI

0.36

5Y Beta

HFEQ

1.58

Winner

LDRI

-0.01

HFEQ vs LDRI - Holdings Comparison

HFEQ and LDRI have 0 common holdings. Overlap is 0.00%

HFEQ's top 25 holdings weight is 100.00%. LDRI's top 25 holdings weight is 99.90%.

Rank	HFEQ	LDRI
#1	E-MINI NASDAQ 100 FUTURE JUNE 26 (n/a) - 22.23%	ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID) - 20.02%
#2	VANGUARD VALUE ETF (VTV) - 17.76%	ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE) - 20.02%
#3	MSCI EMERGING MARKETS INDEX FUTURE JUNE 26 (n/a) - 17.12%	ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF) - 19.99%
#4	EURO STOXX 50 FUTURE JUNE 26 (n/a) - 14.56%	ISHARES IBONDS OCT 2026 TERM TIPS ETF (IBIC) - 19.97%
#5	E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 13.79%	ISHARES IBONDS OCT 2025 TERM TIPS ETF (IBIB) - 19.90%
#6	MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 13.56%	N/A
#7	STATE STREET®MATSELSECTSPDR®ETF (XLB) - 13.49%	N/A
#8	E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 9.94%	N/A
#9	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.69%	N/A
#10	VANGUARD MID-CAP ETF (VO) - 9.28%	N/A
#11	VANGUARD US MOMENTUM FACTOR ETF (VFMO) - 8.64%	N/A
#12	STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 7.43%	N/A
#13	STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - 6.98%	N/A
#14	CBOE VIX FUTURE JUN26 (n/a) - 6.49%	N/A
#15	E-MINI RUSSELL 2000 INDEX FUTURE JUNE 26 (n/a) - 5.85%	N/A
#16	NIKKEI/USD FUTURE JUNE 26 (n/a) - 5.57%	N/A
#17	STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - 5.23%	N/A
#18	OTHER ASSETS AND LIABILITIES (n/a) - 4.92%	N/A
#19	STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 3.76%	N/A
#20	STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 3.67%	N/A
#21	STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 3.05%	N/A
#22	BTIC ON E-MINI S&P REAL ESTATE SELECT SECTOR INDEX FUTURE JUNE 26 (n/a) - -4.66%	N/A
#23	CASH OFFSET (n/a) - -98.35%	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	23	5

HFEQ vs LDRI - Historical Returns

Returns include dividend reinvestment.

Period	HFEQ	LDRI
1 month	-0.19%	-0.21%
3 months	+5.03%	+1.09%
6 months	+9.07%	+1.84%
1 year	+26.33%	+4.46%
5 years(CAGR)	N/A	+1.28%
10 years(CAGR)	N/A	+1.67%
Max(CAGR)	+30.04%	+1.74%

Winner

HFEQ

-0.19%

LDRI

-0.21%

Winner

HFEQ

+5.03%

LDRI

+1.09%

Winner

HFEQ

+9.07%

LDRI

+1.84%

Winner

HFEQ

+26.33%

LDRI

+4.46%

5Y(CAGR)

HFEQ

N/A

LDRI

+1.28%

10Y(CAGR)

HFEQ

N/A

LDRI

+1.67%

Max(CAGR)

Winner

HFEQ

+30.04%

LDRI

+1.74%

HFEQ vs LDRI - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HFEQ	LDRI
2026	+8.54%	+2.01%
2025	+14.87%	+5.86%
2024	N/A	+0.10%
2020	N/A	+0.88%
2019	N/A	+5.76%
2018	N/A	+1.04%
2017	N/A	+1.99%
2016	N/A	+2.23%
2015	N/A	-0.13%
2014	N/A	+0.61%

HFEQ vs LDRI Drawdown Comparison

The maximum drawdown for HFEQ was -12.46%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.

The maximum drawdown for LDRI was -6.67%, occurring on Feb 11, 2015. Recovery took 1008 trading sessions.

The current HFEQ drawdown is -3.97%. The current LDRI drawdown is -0.23%.

Rank	HFEQ	LDRI
#1	-12.46% Feb 25, 2026 - May 6, 2026	-6.67% Feb 3, 2015 - Feb 5, 2019
#2	-10.71% Oct 27, 2025 - Jan 5, 2026	-1.40% Oct 13, 2014 - Dec 30, 2014
#3	-7.12% Oct 6, 2025 - Oct 24, 2025	-1.32% Dec 30, 2014 - Feb 3, 2015
#4	-5.24% May 6, 2026 - May 26, 2026	-1.17% Jun 24, 2019 - Jul 3, 2019
#5	-3.97% Jun 4, 2026 - Jun 5, 2026	-0.91% Sep 23, 2014 - Oct 9, 2014
#6	-2.72% Jul 23, 2025 - Aug 8, 2025	-0.85% Apr 3, 2025 - Apr 28, 2025
#7	-2.36% Feb 20, 2026 - Feb 25, 2026	-0.75% Apr 30, 2025 - Jun 23, 2025
#8	-2.20% Jan 28, 2026 - Feb 6, 2026	-0.70% Dec 6, 2024 - Jan 15, 2025
#9	-2.15% Aug 22, 2025 - Sep 9, 2025	-0.67% Mar 10, 2025 - Mar 28, 2025
#10	-2.12% Feb 11, 2026 - Feb 20, 2026	-0.59% Dec 22, 2025 - Jan 29, 2026
#11	-2.10% Jan 12, 2026 - Jan 22, 2026	-0.59% Oct 9, 2019 - Dec 11, 2019
#12	-1.81% Aug 13, 2025 - Aug 22, 2025	-0.57% Mar 18, 2026 - Apr 9, 2026
#13	-1.34% Sep 22, 2025 - Sep 30, 2025	-0.55% Aug 23, 2019 - Sep 24, 2019
#14	-1.22% Jan 6, 2026 - Jan 9, 2026	-0.54% Jun 30, 2025 - Jul 21, 2025
#15	-1.09% Jan 22, 2026 - Jan 27, 2026	-0.52% Aug 5, 2019 - Aug 20, 2019