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HFEQ vs SPY

Comparison between UNLIMITED HFEQ EQUITY LONG/SHORT ETF (HFEQ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

HFEQ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HFEQ
$17M
Winner
SPY
$781B
Expense Ratio
HFEQ
0.96%
Winner
SPY
0.09%
Max Drawdown
Winner
HFEQ
13.58%
SPY
56.47%
Sharpe Ratio
HFEQ
1.10
Winner
SPY
1.12
5Y Beta
HFEQ
1.52
Winner
SPY
1.00
P/E Ratio
HFEQ
N/A
SPY
28.53
Forward P/E
HFEQ
N/A
SPY
21.47
5Y Dividends CAGR
HFEQ
N/A
SPY
6.00%
5Y EPS CAGR
HFEQ
N/A
SPY
25.58%
Debt to Equity
HFEQ
N/A
SPY
32.09%
P/S Ratio
HFEQ
N/A
SPY
3.75
P/B Ratio
HFEQ
N/A
SPY
5.64

HFEQ vs SPY - Holdings Comparison

HFEQ and SPY have 1 common holdings. Overlap is -100.92%

HFEQ's top 25 holdings weight is 99.99%. SPY's top 25 holdings weight is 51.74%.

RankHFEQSPY
#1
VANGUARD VALUE ETF (VTV) - 24.17%
NVIDIA CORP (NVDA) - 7.89%
#2
EURO STOXX 50 FUTURE SEPT 26 (n/a) - 19.79%
APPLE INC (AAPL) - 7.37%
#3
E-MINI NASDAQ 100 FUTURE SEPT 26 (n/a) - 16.76%
MICROSOFT CORP (MSFT) - 4.50%
#4
VANGUARD MID-CAP ETF (VO) - 16.29%
AMAZON.COM INC (AMZN) - 3.82%
#5
MSCI EMERGING MARKETS INDEX FUTURE SEPT 26 (n/a) - 15.17%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
MSCI EAFE INDEX FUTURE SEPT 26 (n/a) - 12.59%
BROADCOM INC (AVGO) - 2.86%
#7
OTHER ASSETS AND LIABILITIES (n/a) - 12.31%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
STATE STREET®MATSELSECTSPDR®ETF (XLB) - 11.64%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
E-MINI RUSSELL 2000 INDEX FUTURE SEPT 26 (n/a) - 10.25%
TESLA INC (TSLA) - 1.70%
#10
STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 9.42%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
E-MINI S&P 500 FUTURE SEPT 26 (n/a) - 8.75%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 7.83%
ELI LILLY AND CO (LLY) - 1.40%
#13
E-MINI FINANCIAL SELECT SECTOR FUTURE SEPT 26 (n/a) - 7.21%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 6.54%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
CBOE VIX FUTURE JUL26 (n/a) - 6.28%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
NIKKEI/USD FUTURE SEPT 26 (n/a) - 6.03%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
VANGUARD US MOMENTUM FACTOR ETF (VFMO) - 3.96%
VISA INC CLASS A (V) - 0.90%
#18
STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - 2.95%
WALMART INC (WMT) - 0.76%
#19
STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 2.91%
INTEL CORP (INTC) - 0.75%
#20
STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - 2.69%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 1.39%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ISHARES MSCI CHINA ETF (MCHI) - 0.05%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
BTIC ON E-MINI S&P REAL ESTATE SELECT SECTOR INDEX FUTURE SEPT 26 (n/a) - -4.07%
ABBVIE INC (ABBV) - 0.66%
#24
CASH OFFSET (n/a) - -100.92%
CATERPILLAR INC (CAT) - 0.65%
#25N/A
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings24505

HFEQ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HFEQ
-1.94%
Winner
SPY
+0.63%
3M
Winner
HFEQ
+4.69%
SPY
+4.46%
6M
HFEQ
+7.29%
Winner
SPY
+7.67%
1Y
Winner
HFEQ
+26.72%
SPY
+17.68%
5Y(CAGR)
HFEQ
N/A
SPY
+12.42%
10Y(CAGR)
HFEQ
N/A
SPY
+14.84%
Max(CAGR)
Winner
HFEQ
+29.22%
SPY
+8.44%

HFEQ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHFEQSPY
2026+11.62%+8.63%
2025+14.87%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HFEQ vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HFEQ drawdown is -4.20%. The current SPY drawdown is -2.57%.

RankHFEQSPY
#1-12.46%
Feb 25, 2026 - May 6, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-10.71%
Oct 27, 2025 - Jan 5, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-7.12%
Oct 6, 2025 - Oct 24, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-5.24%
May 6, 2026 - May 26, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.87%
Jun 30, 2026 - Jul 20, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.42%
Jun 4, 2026 - Jun 15, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.72%
Jul 23, 2025 - Aug 8, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.50%
Jun 22, 2026 - Jun 30, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.36%
Feb 20, 2026 - Feb 25, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.20%
Jan 28, 2026 - Feb 6, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.15%
Aug 22, 2025 - Sep 9, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.12%
Feb 11, 2026 - Feb 20, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.10%
Jan 12, 2026 - Jan 22, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.81%
Aug 13, 2025 - Aug 22, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.38%
Jun 15, 2026 - Jun 18, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HFEQ and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

HFEQ vs SPY dividend yield comparison.

YearHFEQSPY
20260.00%0.50%
202510.55%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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