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UTEN vs HECA

Comparison between F/M US TREASURY 10 YEAR NOTE ETF (UTEN, ETF) and HEDGEYE CAPITAL ALLOCATION ETF (HECA, ETF).

UTEN vs HECA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
UTEN
$287M
HECA
$287M
Expense Ratio
Winner
UTEN
0.15%
HECA
0.81%
Max Drawdown
UTEN
16.76%
Winner
HECA
12.82%
Sharpe Ratio
UTEN
-0.44
Winner
HECA
0.67
5Y Beta
Winner
UTEN
0.01
HECA
0.43

UTEN vs HECA - Historical Returns

Returns include dividend reinvestment.

1M
UTEN
+0.83%
Winner
HECA
+2.66%
3M
UTEN
+0.11%
Winner
HECA
+0.66%
6M
Winner
UTEN
-2.37%
HECA
-9.10%
1Y
UTEN
+1.66%
Winner
HECA
+12.16%
5Y(CAGR)
UTEN
+0.02%
HECA
N/A
Max(CAGR)
UTEN
+0.02%
Winner
HECA
+12.34%

UTEN vs HECA - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearUTENHECA
2026-0.63%+0.98%
2025+7.85%+12.83%
2024-1.27%N/A
2023+2.37%N/A
2022-7.80%N/A

UTEN vs HECA Drawdown Comparison

The maximum drawdown for UTEN was -13.36%, occurring on Oct 19, 2023. Recovery took 770 trading sessions.

The maximum drawdown for HECA was -12.82%, occurring on Jun 18, 2026. This drawdown has not yet recovered.

The current UTEN drawdown is -3.09%. The current HECA drawdown is -9.10%.

RankUTENHECA
#1-13.36%
Aug 10, 2022 - Sep 5, 2025
-12.82%
Feb 25, 2026 - Jun 18, 2026
#2-4.57%
Feb 27, 2026 - May 19, 2026
-5.01%
Oct 15, 2025 - Jan 6, 2026
#3-1.76%
Nov 26, 2025 - Feb 12, 2026
-3.39%
Jan 28, 2026 - Feb 9, 2026
#4-1.41%
Oct 22, 2025 - Nov 25, 2025
-3.35%
Oct 8, 2025 - Oct 15, 2025
#5-1.12%
Sep 11, 2025 - Oct 10, 2025
-2.34%
Jul 23, 2025 - Aug 27, 2025
#6-0.27%
Sep 8, 2025 - Sep 10, 2025
-1.15%
Feb 13, 2026 - Feb 25, 2026
#7-0.25%
Feb 13, 2026 - Feb 23, 2026
-1.02%
Aug 28, 2025 - Sep 5, 2025
#8-0.17%
Oct 16, 2025 - Oct 21, 2025
-0.80%
Sep 22, 2025 - Sep 26, 2025
#9-0.11%
Feb 23, 2026 - Feb 26, 2026
-0.68%
Jul 3, 2025 - Jul 17, 2025
#10-0.08%
Oct 14, 2025 - Oct 16, 2025
-0.63%
Oct 6, 2025 - Oct 8, 2025
#11N/A-0.63%
Sep 8, 2025 - Sep 11, 2025
#12N/A-0.61%
Sep 15, 2025 - Sep 19, 2025
#13N/A-0.58%
Jan 16, 2026 - Jan 21, 2026
#14N/A-0.57%
Jan 22, 2026 - Jan 27, 2026
#15N/A-0.57%
Jan 6, 2026 - Jan 9, 2026

Correlation

Correlation between UTEN and HECA is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2022 - 2026)

UTEN vs HECA dividend yield comparison.

YearUTENHECA
20262.39%0.00%
20254.11%2.02%
20244.13%0.00%
20233.62%0.00%
20221.39%0.00%

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