KBWY vs HECA
Comparison between INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF) and HEDGEYE CAPITAL ALLOCATION ETF (HECA, ETF).
KBWY vs HECA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBWY
$311M
Winner
HECA
$312M
Expense Ratio
Winner
KBWY
0.35%
HECA
1.30%
Max Drawdown
KBWY
64.35%
Winner
HECA
12.82%
Sharpe Ratio
Winner
KBWY
1.52
HECA
0.57
5Y Beta
KBWY
0.58
Winner
HECA
0.45
P/E Ratio
KBWY
65.57
HECA
N/A
Forward P/E
KBWY
32.66
HECA
N/A
5Y Dividends CAGR
KBWY
-1.63%
HECA
N/A
5Y EPS CAGR
KBWY
-8.15%
HECA
N/A
Debt to Equity
KBWY
93.52%
HECA
N/A
P/S Ratio
KBWY
3.67
HECA
N/A
P/B Ratio
KBWY
1.28
HECA
N/A
KBWY vs HECA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBWY
+6.67%
HECA
+1.21%
3M
Winner
KBWY
+16.23%
HECA
-0.33%
6M
Winner
KBWY
+21.06%
HECA
-6.43%
1Y
Winner
KBWY
+32.03%
HECA
+10.30%
5Y(CAGR)
KBWY
+3.34%
HECA
N/A
10Y(CAGR)
KBWY
+1.02%
HECA
N/A
Max(CAGR)
KBWY
+5.35%
Winner
HECA
+11.08%
KBWY vs HECA - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | KBWY | HECA |
|---|---|---|
| 2026 | +27.95% | -1.31% |
| 2025 | -4.36% | +12.83% |
| 2024 | -4.07% | N/A |
| 2023 | +12.23% | N/A |
| 2022 | -19.77% | N/A |
| 2021 | +33.72% | N/A |
| 2020 | -24.70% | N/A |
| 2019 | +21.47% | N/A |
| 2018 | -18.93% | N/A |
| 2017 | -0.02% | N/A |
| 2016 | +34.37% | N/A |
| 2015 | -9.38% | N/A |
| 2014 | +24.32% | N/A |
| 2013 | +8.57% | N/A |
| 2012 | +26.32% | N/A |
| 2011 | -6.53% | N/A |
| 2010 | +3.19% | N/A |
KBWY vs HECA Drawdown Comparison
The maximum drawdown for KBWY was -57.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The maximum drawdown for HECA was -12.82%, occurring on Jun 18, 2026. This drawdown has not yet recovered.
The current KBWY drawdown is -1.52%. The current HECA drawdown is -11.17%.
| Rank | KBWY | HECA |
|---|---|---|
| #1 | -57.65% Jul 6, 2018 - Mar 18, 2020 | -12.82% Feb 25, 2026 - Jun 18, 2026 |
| #2 | -25.64% Jan 29, 2015 - Jun 29, 2016 | -5.01% Oct 15, 2025 - Jan 6, 2026 |
| #3 | -25.32% Apr 28, 2011 - May 1, 2012 | -3.39% Jan 28, 2026 - Feb 9, 2026 |
| #4 | -19.31% May 21, 2013 - Oct 31, 2014 | -3.35% Oct 8, 2025 - Oct 15, 2025 |
| #5 | -18.75% Oct 18, 2017 - Jul 5, 2018 | -2.34% Jul 23, 2025 - Aug 27, 2025 |
| #6 | -15.61% Sep 7, 2016 - Dec 9, 2016 | -1.15% Feb 13, 2026 - Feb 25, 2026 |
| #7 | -8.74% May 1, 2012 - Jun 29, 2012 | -1.02% Aug 28, 2025 - Sep 5, 2025 |
| #8 | -7.97% Apr 18, 2017 - Oct 11, 2017 | -0.80% Sep 22, 2025 - Sep 26, 2025 |
| #9 | -7.41% Feb 27, 2017 - Apr 11, 2017 | -0.68% Jul 3, 2025 - Jul 17, 2025 |
| #10 | -6.68% Oct 18, 2012 - Dec 18, 2012 | -0.63% Oct 6, 2025 - Oct 8, 2025 |
| #11 | -6.54% Feb 28, 2011 - Apr 20, 2011 | -0.63% Sep 8, 2025 - Sep 11, 2025 |
| #12 | -3.76% Sep 14, 2012 - Oct 18, 2012 | -0.61% Sep 15, 2025 - Sep 19, 2025 |
| #13 | -3.74% Jul 17, 2012 - Aug 28, 2012 | -0.58% Jan 16, 2026 - Jan 21, 2026 |
| #14 | -3.45% Aug 15, 2016 - Sep 7, 2016 | -0.57% Jan 22, 2026 - Jan 27, 2026 |
| #15 | -3.41% Dec 7, 2010 - Dec 22, 2010 | -0.57% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between KBWY and HECA 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)
KBWY vs HECA dividend yield comparison.
| Year | KBWY | HECA |
|---|---|---|
| 2026 | 4.56% | 0.00% |
| 2025 | 9.79% | 2.02% |
| 2024 | 8.74% | 0.00% |
| 2023 | 7.90% | 0.00% |
| 2022 | 7.41% | 0.00% |
| 2021 | 5.05% | 0.00% |
| 2020 | 10.35% | 0.00% |
| 2019 | 6.19% | 0.00% |
| 2018 | 8.64% | 0.00% |
| 2017 | 7.25% | 0.00% |
| 2016 | 6.55% | 0.00% |
| 2015 | 5.72% | 0.00% |
| 2014 | 4.57% | 0.00% |
| 2013 | 4.85% | 0.00% |
| 2012 | 5.07% | 0.00% |
| 2011 | 6.64% | 0.00% |
Select Stocks to Compare
Popular: KBWY vs SPYHECA vs SPY
More Comparisons
Compare with similar stocks