TBFG vs HECA
Comparison between THE BRINSMERE FUND - GROWTH ETF (TBFG, ETF) and HEDGEYE CAPITAL ALLOCATION ETF (HECA, ETF).
TBFG vs HECA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TBFG
$378M
Winner
HECA
$378M
Expense Ratio
Winner
TBFG
0.46%
HECA
1.30%
Max Drawdown
TBFG
14.50%
Winner
HECA
12.46%
Sharpe Ratio
Winner
TBFG
1.57
HECA
0.59
5Y Beta
TBFG
0.63
Winner
HECA
0.50
TBFG vs HECA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TBFG
+0.77%
HECA
-3.09%
3M
Winner
TBFG
+4.85%
HECA
-8.94%
6M
Winner
TBFG
+8.11%
HECA
-2.71%
1Y
Winner
TBFG
+21.06%
HECA
+10.09%
Max(CAGR)
Winner
TBFG
+13.79%
HECA
+10.91%
TBFG vs HECA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | TBFG | HECA |
|---|---|---|
| 2026 | +6.90% | -2.75% |
| 2025 | +14.71% | +12.83% |
| 2024 | +10.49% | N/A |
TBFG vs HECA Drawdown Comparison
The maximum drawdown for TBFG was -13.43%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for HECA was -12.46%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current TBFG drawdown is -2.92%. The current HECA drawdown is -12.46%.
| Rank | TBFG | HECA |
|---|---|---|
| #1 | -13.43% Feb 19, 2025 - Jun 26, 2025 | -12.46% Feb 25, 2026 - Jun 5, 2026 |
| #2 | -7.63% Feb 25, 2026 - Apr 17, 2026 | -5.01% Oct 15, 2025 - Jan 6, 2026 |
| #3 | -6.44% Jul 16, 2024 - Sep 19, 2024 | -3.39% Jan 28, 2026 - Feb 9, 2026 |
| #4 | -4.89% Mar 28, 2024 - May 15, 2024 | -3.35% Oct 8, 2025 - Oct 15, 2025 |
| #5 | -4.41% Dec 4, 2024 - Feb 14, 2025 | -2.34% Jul 23, 2025 - Aug 27, 2025 |
| #6 | -3.39% Oct 27, 2025 - Dec 10, 2025 | -1.15% Feb 13, 2026 - Feb 25, 2026 |
| #7 | -2.92% Jun 2, 2026 - Jun 5, 2026 | -1.02% Aug 28, 2025 - Sep 5, 2025 |
| #8 | -2.34% Jan 28, 2026 - Feb 9, 2026 | -0.80% Sep 22, 2025 - Sep 26, 2025 |
| #9 | -2.27% Oct 6, 2025 - Oct 20, 2025 | -0.68% Jul 3, 2025 - Jul 17, 2025 |
| #10 | -2.23% Nov 7, 2024 - Dec 2, 2024 | -0.63% Oct 6, 2025 - Oct 8, 2025 |
| #11 | -2.13% Oct 18, 2024 - Nov 7, 2024 | -0.63% Sep 8, 2025 - Sep 11, 2025 |
| #12 | -2.06% Jul 23, 2025 - Aug 12, 2025 | -0.61% Sep 15, 2025 - Sep 19, 2025 |
| #13 | -1.78% May 14, 2026 - May 26, 2026 | -0.58% Jan 16, 2026 - Jan 21, 2026 |
| #14 | -1.72% May 17, 2024 - Jun 12, 2024 | -0.57% Jan 22, 2026 - Jan 27, 2026 |
| #15 | -1.56% Dec 11, 2025 - Dec 22, 2025 | -0.57% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between TBFG and HECA is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2024 - 2026)
TBFG vs HECA dividend yield comparison.
| Year | TBFG | HECA |
|---|---|---|
| 2026 | 0.20% | 0.00% |
| 2025 | 2.65% | 2.02% |
| 2024 | 2.43% | 0.00% |
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