LONZ vs HECA
Comparison between PIMCO Senior Loan Active ExchangeTraded Fund (LONZ, ETF) and HEDGEYE CAPITAL ALLOCATION ETF (HECA, ETF).
LONZ vs HECA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LONZ
$379M
HECA
$378M
Expense Ratio
Winner
LONZ
0.63%
HECA
1.30%
Max Drawdown
Winner
LONZ
6.03%
HECA
12.46%
Sharpe Ratio
Winner
LONZ
0.60
HECA
0.59
5Y Beta
Winner
LONZ
0.10
HECA
0.50
LONZ vs HECA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LONZ
+0.06%
HECA
-3.09%
3M
Winner
LONZ
+1.78%
HECA
-8.94%
6M
Winner
LONZ
+1.18%
HECA
-2.71%
1Y
LONZ
+5.26%
Winner
HECA
+10.09%
Max(CAGR)
LONZ
+7.37%
Winner
HECA
+10.91%
LONZ vs HECA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LONZ | HECA |
|---|---|---|
| 2026 | +1.40% | -2.75% |
| 2025 | +5.09% | +12.83% |
| 2024 | +9.42% | N/A |
| 2023 | +12.26% | N/A |
| 2022 | +0.79% | N/A |
LONZ vs HECA Drawdown Comparison
The maximum drawdown for LONZ was -4.19%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.
The maximum drawdown for HECA was -12.46%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current LONZ drawdown is -0.39%. The current HECA drawdown is -12.46%.
| Rank | LONZ | HECA |
|---|---|---|
| #1 | -4.19% Feb 14, 2025 - May 12, 2025 | -12.46% Feb 25, 2026 - Jun 5, 2026 |
| #2 | -4.05% Aug 12, 2022 - Jan 6, 2023 | -5.01% Oct 15, 2025 - Jan 6, 2026 |
| #3 | -3.91% Jun 9, 2022 - Aug 5, 2022 | -3.39% Jan 28, 2026 - Feb 9, 2026 |
| #4 | -2.03% Dec 26, 2025 - Apr 17, 2026 | -3.35% Oct 8, 2025 - Oct 15, 2025 |
| #5 | -2.03% Mar 8, 2023 - Apr 17, 2023 | -2.34% Jul 23, 2025 - Aug 27, 2025 |
| #6 | -1.41% Jul 23, 2024 - Aug 28, 2024 | -1.15% Feb 13, 2026 - Feb 25, 2026 |
| #7 | -0.70% Oct 16, 2023 - Nov 6, 2023 | -1.02% Aug 28, 2025 - Sep 5, 2025 |
| #8 | -0.69% Jan 19, 2024 - Feb 14, 2024 | -0.80% Sep 22, 2025 - Sep 26, 2025 |
| #9 | -0.57% Oct 7, 2025 - Oct 27, 2025 | -0.68% Jul 3, 2025 - Jul 17, 2025 |
| #10 | -0.54% Sep 28, 2023 - Oct 12, 2023 | -0.63% Oct 6, 2025 - Oct 8, 2025 |
| #11 | -0.52% Dec 16, 2024 - Dec 31, 2024 | -0.63% Sep 8, 2025 - Sep 11, 2025 |
| #12 | -0.44% Feb 14, 2023 - Mar 3, 2023 | -0.61% Sep 15, 2025 - Sep 19, 2025 |
| #13 | -0.39% Jun 2, 2026 - Jun 5, 2026 | -0.58% Jan 16, 2026 - Jan 21, 2026 |
| #14 | -0.38% Jan 23, 2025 - Feb 14, 2025 | -0.57% Jan 22, 2026 - Jan 27, 2026 |
| #15 | -0.34% May 14, 2026 - Jun 1, 2026 | -0.57% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between LONZ and HECA is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (2022 - 2026)
LONZ vs HECA dividend yield comparison.
| Year | LONZ | HECA |
|---|---|---|
| 2026 | 3.81% | 0.00% |
| 2025 | 6.60% | 2.02% |
| 2024 | 8.16% | 0.00% |
| 2023 | 8.29% | 0.00% |
| 2022 | 3.33% | 0.00% |
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