RFDA vs HECO
Comparison between ALPS DYNAMIC US DIVIDEND ADVANTAGE ETF (RFDA, ETF) and SPDR GALAXY HEDGED DIGITAL ASSET ECOSYSTEM ETF (HECO, ETF).
RFDA vs HECO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RFDA
$86M
Winner
HECO
$86M
Expense Ratio
Winner
RFDA
0.52%
HECO
0.90%
Max Drawdown
Winner
RFDA
34.81%
HECO
45.90%
Sharpe Ratio
RFDA
1.49
Winner
HECO
1.93
5Y Beta
Winner
RFDA
0.87
HECO
1.81
P/E Ratio
RFDA
22.00
Winner
HECO
-426.15
Forward P/E
Winner
RFDA
15.23
HECO
24.21
PEG Ratio
RFDA
0.48
Winner
HECO
-0.19
5Y Dividends CAGR
RFDA
14.25%
HECO
N/A
5Y EPS CAGR
RFDA
13.28%
Winner
HECO
32.57%
P/S Ratio
Winner
RFDA
1.76
HECO
6.40
P/B Ratio
Winner
RFDA
2.79
HECO
5.42
RFDA vs HECO - Holdings Comparison
RFDA and HECO have 6 common holdings. Overlap is 11.85%
RFDA's top 25 holdings weight is 50.03%. HECO's top 25 holdings weight is 92.99%.
| Rank | RFDA | HECO |
|---|---|---|
| #1 | JOHNSON & JOHNSON (JNJ) - 3.27% | RIOT PLATFORMS INC (RIOT) - 6.53% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.00% | CIPHER DIGITAL INC (CIFR) - 5.94% |
| #3 | CITIGROUP INC (C) - 2.83% | KEEL INFRASTRUCTURE CORP (n/a) - 5.09% |
| #4 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.71% | CME GROUP INC CLASS A (CME) - 4.92% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 2.70% | JPMORGAN CHASE & CO (JPM) - 4.85% |
| #6 | NVIDIA CORP (NVDA) - 2.51% | NVIDIA CORP (NVDA) - 4.73% |
| #7 | STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 2.12% | PALO ALTO NETWORKS INC (PANW) - 4.66% |
| #8 | MICROSOFT CORP (MSFT) - 2.05% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 4.49% |
| #9 | CONOCOPHILLIPS (COP) - 2.04% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 4.38% |
| #10 | ALPHABET INC CLASS C (GOOG) - 2.01% | MICROSOFT CORP (MSFT) - 4.31% |
| #11 | n/a (TSM) - 1.96% | CLEANSPARK INC (CLSK) - 4.23% |
| #12 | APPLE INC (AAPL) - 1.93% | CITIGROUP INC (C) - 4.14% |
| #13 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.84% | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 4.13% |
| #14 | U.S. BANCORP (USB) - 1.82% | MASTERCARD INC CLASS A (MA) - 4.09% |
| #15 | LOCKHEED MARTIN CORP (LMT) - 1.79% | VISA INC CLASS A (V) - 4.07% |
| #16 | CATERPILLAR INC (CAT) - 1.77% | BANK OF NEW YORK MELLON CORP (BNY) - 4.07% |
| #17 | PHILLIPS 66 (PSX) - 1.77% | BLACKROCK INC (BLK) - 3.04% |
| #18 | EXXON MOBIL CORP (XOM) - 1.74% | DATADOG INC CLASS A (DDOG) - 3.04% |
| #19 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.66% | MICRON TECHNOLOGY INC (MU) - 2.48% |
| #20 | THE GOLDMAN SACHS GROUP INC (GS) - 1.55% | MORGAN STANLEY (MS) - 2.00% |
| #21 | WELLS FARGO & CO (WFC) - 1.48% | HYPERLIQUID STRATEGIES INC (PURR) - 1.79% |
| #22 | FRANKLIN RESOURCES INC (BEN) - 1.45% | n/a (TSM) - 1.78% |
| #23 | MYERS INDUSTRIES INC (MYE) - 1.39% | TERAWULF INC (WULF) - 1.63% |
| #24 | MERCK & CO INC (MRK) - 1.35% | AMPHENOL CORP CLASS A (APH) - 1.36% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 1.29% | LAM RESEARCH CORP (LRCX) - 1.24% |
| Total Holdings | 80 | 65 |
RFDA vs HECO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RFDA
+2.52%
HECO
-2.76%
3M
RFDA
+7.41%
Winner
HECO
+39.26%
6M
RFDA
+12.65%
Winner
HECO
+46.78%
1Y
RFDA
+22.81%
Winner
HECO
+97.78%
5Y(CAGR)
RFDA
+12.77%
HECO
N/A
10Y(CAGR)
RFDA
+13.19%
HECO
N/A
Max(CAGR)
RFDA
+13.34%
Winner
HECO
+72.04%
RFDA vs HECO - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | RFDA | HECO |
|---|---|---|
| 2026 | +13.62% | +59.45% |
| 2025 | +16.45% | +23.32% |
| 2024 | +20.00% | +27.48% |
| 2023 | +17.34% | N/A |
| 2022 | -9.13% | N/A |
| 2021 | +27.84% | N/A |
| 2020 | +10.69% | N/A |
| 2019 | +26.60% | N/A |
| 2018 | -9.74% | N/A |
| 2017 | +19.28% | N/A |
| 2016 | +8.15% | N/A |
RFDA vs HECO Drawdown Comparison
The maximum drawdown for RFDA was -34.61%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The maximum drawdown for HECO was -44.54%, occurring on Apr 8, 2025. Recovery took 185 trading sessions.
The current RFDA drawdown is -0.29%. The current HECO drawdown is -2.76%.
| Rank | RFDA | HECO |
|---|---|---|
| #1 | -34.61% Feb 12, 2020 - Aug 26, 2020 | -44.54% Dec 16, 2024 - Sep 15, 2025 |
| #2 | -21.21% Aug 29, 2018 - Oct 23, 2019 | -21.03% Jan 16, 2026 - Apr 15, 2026 |
| #3 | -19.35% Dec 4, 2024 - Jun 30, 2025 | -19.38% Oct 15, 2025 - Jan 16, 2026 |
| #4 | -18.76% Mar 29, 2022 - Jul 13, 2023 | -9.16% Nov 11, 2024 - Dec 4, 2024 |
| #5 | -11.40% Jul 31, 2023 - Dec 13, 2023 | -8.57% Dec 6, 2024 - Dec 16, 2024 |
| #6 | -9.64% Jan 26, 2018 - Aug 21, 2018 | -8.45% Jun 22, 2026 - Jul 17, 2026 |
| #7 | -9.18% Sep 2, 2020 - Nov 16, 2020 | -8.13% Jun 1, 2026 - Jun 18, 2026 |
| #8 | -8.79% Jul 16, 2024 - Sep 19, 2024 | -7.93% Oct 29, 2024 - Nov 6, 2024 |
| #9 | -6.21% Jan 14, 2022 - Mar 25, 2022 | -5.53% Apr 24, 2026 - May 4, 2026 |
| #10 | -5.54% Sep 3, 2021 - Oct 21, 2021 | -5.32% Sep 26, 2024 - Oct 11, 2024 |
| #11 | -5.45% Feb 9, 2026 - Apr 13, 2026 | -5.27% May 14, 2026 - May 21, 2026 |
| #12 | -5.31% Aug 15, 2016 - Nov 14, 2016 | -3.38% Sep 22, 2025 - Sep 29, 2025 |
| #13 | -4.78% Nov 16, 2021 - Dec 16, 2021 | -2.22% Oct 22, 2024 - Oct 28, 2024 |
| #14 | -4.69% Feb 12, 2021 - Mar 12, 2021 | -2.12% Apr 20, 2026 - Apr 22, 2026 |
| #15 | -4.69% Oct 28, 2025 - Dec 23, 2025 | -1.98% Oct 9, 2025 - Oct 13, 2025 |
Correlation
Correlation between RFDA and HECO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
RFDA vs HECO dividend yield comparison.
| Year | RFDA | HECO |
|---|---|---|
| 2026 | 1.08% | 0.00% |
| 2025 | 1.89% | 0.00% |
| 2024 | 2.23% | 2.61% |
| 2023 | 2.68% | 0.00% |
| 2022 | 3.57% | 0.00% |
| 2021 | 1.44% | 0.00% |
| 2020 | 1.62% | 0.00% |
| 2019 | 1.87% | 0.00% |
| 2018 | 2.44% | 0.00% |
| 2017 | 1.90% | 0.00% |
| 2016 | 0.98% | 0.00% |
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