WABF vs HFEQ
Comparison between Western Asset Bond ETF (WABF, ETF) and UNLIMITED HFEQ EQUITY LONG/SHORT ETF (HFEQ, ETF).
WABF vs HFEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WABF
$16M
Winner
HFEQ
$16M
Expense Ratio
Winner
WABF
0.35%
HFEQ
0.96%
Max Drawdown
Winner
WABF
8.07%
HFEQ
13.58%
Sharpe Ratio
WABF
0.51
Winner
HFEQ
1.27
5Y Beta
Winner
WABF
0.05
HFEQ
1.57
WABF vs HFEQ - Holdings Comparison
WABF and HFEQ have 1 common holdings. Overlap is -103.06%
WABF's top 25 holdings weight is 76.49%. HFEQ's top 25 holdings weight is 99.99%.
| Rank | WABF | HFEQ |
|---|---|---|
| #1 | RECV CMENAIRSWAPFWDDBS315 (n/a) - 15.65% | E-MINI NASDAQ 100 FUTURE JUNE 26 (n/a) - 24.04% |
| #2 | UNITED STATES TREASURY NOTES 4.625% (n/a) - 13.54% | VANGUARD VALUE ETF (VTV) - 17.98% |
| #3 | RECV CMENAIRSWAPFWD52129 (n/a) - 12.78% | MSCI EMERGING MARKETS INDEX FUTURE JUNE 26 (n/a) - 17.95% |
| #4 | RECV CMENAIRSWAPFWDDBS131 (n/a) - 9.18% | EURO STOXX 50 FUTURE JUNE 26 (n/a) - 14.98% |
| #5 | RECV CMENAIRSWAPFWD52137 (n/a) - 3.00% | E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 13.72% |
| #6 | n/a (n/a) - 2.18% | MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 13.68% |
| #7 | n/a (n/a) - 2.12% | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 13.45% |
| #8 | n/a (n/a) - 1.55% | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 9.93% |
| #9 | ANTARES CLO 2018-1 LTD/ LLC 0.10526% (n/a) - 1.54% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.86% |
| #10 | UNITED STATES TREASURY BONDS 4.75% (n/a) - 1.48% | VANGUARD MID-CAP ETF (VO) - 9.43% |
| #11 | n/a (n/a) - 1.36% | VANGUARD US MOMENTUM FACTOR ETF (VFMO) - 8.64% |
| #12 | n/a (n/a) - 1.34% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 7.44% |
| #13 | BAYFRT 8A A 7/47 (n/a) - 1.24% | NIKKEI/USD FUTURE JUNE 26 (n/a) - 7.21% |
| #14 | HSBC HOLDINGS PLC 4.762% (n/a) - 1.21% | STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - 6.56% |
| #15 | MEXICO (UNITED MEXICAN STATES) 4.875% (n/a) - 1.17% | E-MINI RUSSELL 2000 INDEX FUTURE JUNE 26 (n/a) - 6.36% |
| #16 | n/a (n/a) - 1.14% | CBOE VIX FUTURE JUN26 (n/a) - 6.24% |
| #17 | JSC NATIONAL COMPANY KAZMUNAYGAS 3.5% (n/a) - 1.13% | STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - 5.17% |
| #18 | PROSUS NV 3.061% (n/a) - 1.13% | OTHER ASSETS AND LIABILITIES (n/a) - 4.22% |
| #19 | CASH (n/a) - 0.96% | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 4.00% |
| #20 | NEUBERGER BERMAN LOAN ADVISERS CLO (n/a) - 0.93% | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 3.64% |
| #21 | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION (n/a) - 0.60% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 2.98% |
| #22 | SUZANO AUSTRIA GMBH 3.75% (n/a) - 0.35% | BTIC ON E-MINI S&P REAL ESTATE SELECT SECTOR INDEX FUTURE JUNE 26 (n/a) - -4.43% |
| #23 | WELLS FARGO & CO. 3.584% (n/a) - 0.31% | CASH OFFSET (n/a) - -103.06% |
| #24 | JPMORGAN CHASE & CO. 3.509% (n/a) - 0.30% | N/A |
| #25 | VERIZON COMMUNICATIONS INC. 4.78% (n/a) - 0.30% | N/A |
| Total Holdings | 376 | 23 |
WABF vs HFEQ - Historical Returns
Returns include dividend reinvestment.
1M
WABF
+0.38%
Winner
HFEQ
+3.14%
3M
WABF
+0.40%
Winner
HFEQ
+12.41%
6M
WABF
+0.81%
Winner
HFEQ
+13.56%
1Y
WABF
+4.82%
Winner
HFEQ
+31.43%
Max(CAGR)
WABF
+6.00%
Winner
HFEQ
+35.07%
WABF vs HFEQ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | WABF | HFEQ |
|---|---|---|
| 2026 | +0.48% | +12.91% |
| 2025 | +7.90% | +14.87% |
| 2024 | +1.76% | N/A |
| 2023 | +6.80% | N/A |
WABF vs HFEQ Drawdown Comparison
The maximum drawdown for WABF was -5.35%, occurring on Jan 13, 2025. Recovery took 197 trading sessions.
The maximum drawdown for HFEQ was -12.46%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current WABF drawdown is -1.45%. The current HFEQ drawdown is -0.09%.
| Rank | WABF | HFEQ |
|---|---|---|
| #1 | -5.35% Sep 16, 2024 - Jul 1, 2025 | -12.46% Feb 25, 2026 - May 6, 2026 |
| #2 | -4.75% Sep 22, 2023 - Nov 14, 2023 | -10.71% Oct 27, 2025 - Jan 5, 2026 |
| #3 | -4.38% Feb 1, 2024 - Jul 11, 2024 | -7.12% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -3.02% Feb 27, 2026 - Mar 27, 2026 | -5.24% May 6, 2026 - May 26, 2026 |
| #5 | -2.13% Dec 27, 2023 - Feb 1, 2024 | -4.42% Jun 4, 2026 - Jun 10, 2026 |
| #6 | -1.31% Jul 1, 2025 - Aug 1, 2025 | -2.72% Jul 23, 2025 - Aug 8, 2025 |
| #7 | -1.10% Aug 2, 2024 - Aug 14, 2024 | -2.36% Feb 20, 2026 - Feb 25, 2026 |
| #8 | -1.09% Oct 28, 2025 - Jan 13, 2026 | -2.20% Jan 28, 2026 - Feb 6, 2026 |
| #9 | -0.90% Jul 17, 2024 - Jul 30, 2024 | -2.15% Aug 22, 2025 - Sep 9, 2025 |
| #10 | -0.70% Sep 16, 2025 - Oct 14, 2025 | -2.12% Feb 11, 2026 - Feb 20, 2026 |
| #11 | -0.62% Jan 14, 2026 - Feb 5, 2026 | -2.10% Jan 12, 2026 - Jan 22, 2026 |
| #12 | -0.60% Dec 6, 2023 - Dec 13, 2023 | -1.81% Aug 13, 2025 - Aug 22, 2025 |
| #13 | -0.59% Aug 13, 2025 - Aug 27, 2025 | -1.34% Sep 22, 2025 - Sep 30, 2025 |
| #14 | -0.59% Aug 23, 2024 - Sep 4, 2024 | -1.22% Jan 6, 2026 - Jan 9, 2026 |
| #15 | -0.58% Nov 14, 2023 - Nov 16, 2023 | -1.09% Jan 22, 2026 - Jan 27, 2026 |
Correlation
Correlation between WABF and HFEQ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2023 - 2026)
WABF vs HFEQ dividend yield comparison.
| Year | WABF | HFEQ |
|---|---|---|
| 2026 | 2.13% | 0.00% |
| 2025 | 5.67% | 10.55% |
| 2024 | 6.25% | 0.00% |
| 2023 | 1.46% | 0.00% |
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