PortfoliosLab logoPortfoliosLab logo
HECA vs. ENDW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HECA vs. ENDW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hedgeye Capital Allocation ETF (HECA) and Cambria Endowment Style ETF (ENDW). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, HECA achieves a 0.22% return, which is significantly lower than ENDW's 10.76% return.


HECA

1D
-0.75%
1M
-0.29%
YTD
0.22%
6M
-0.08%
1Y
3Y*
5Y*
10Y*

ENDW

1D
-0.63%
1M
1.86%
YTD
10.76%
6M
11.08%
1Y
27.79%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HECA vs. ENDW - Yearly Performance Comparison


2026 (YTD)2025
HECA
Hedgeye Capital Allocation ETF
0.22%12.83%
ENDW
Cambria Endowment Style ETF
10.76%12.80%

Correlation

The correlation between HECA and ENDW is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 2, 2025

0.63

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

HECA vs. ENDW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HECA

ENDW
ENDW Risk / Return Rank: 8383
Overall Rank
ENDW Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
ENDW Sortino Ratio Rank: 8383
Sortino Ratio Rank
ENDW Omega Ratio Rank: 8282
Omega Ratio Rank
ENDW Calmar Ratio Rank: 8282
Calmar Ratio Rank
ENDW Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HECA vs. ENDW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hedgeye Capital Allocation ETF (HECA) and Cambria Endowment Style ETF (ENDW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

HECA vs. ENDW - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


HECAENDWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.76

Sharpe Ratio (All Time)

Calculated using the full available price history

1.15

3.50

-2.35

Drawdowns

HECA vs. ENDW - Drawdown Comparison

The maximum HECA drawdown since its inception was -11.81%, which is greater than ENDW's maximum drawdown of -6.44%. Use the drawdown chart below to compare losses from any high point for HECA and ENDW.


Loading charts...

Drawdown Indicators


HECAENDWDifference

Max Drawdown

Largest peak-to-trough decline

-11.81%

-6.44%

-5.37%

Max Drawdown (1Y)

Largest decline over 1 year

-6.44%

Current Drawdown

Current decline from peak

-10.09%

-0.63%

-9.46%

Average Drawdown

Average peak-to-trough decline

-3.15%

-0.81%

-2.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.57%

Volatility

HECA vs. ENDW - Volatility Comparison


Loading charts...

Volatility by Period


HECAENDWDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.78%

Volatility (6M)

Calculated over the trailing 6-month period

7.62%

Volatility (1Y)

Calculated over the trailing 1-year period

12.44%

10.13%

+2.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.44%

11.00%

+1.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.44%

11.00%

+1.44%

HECA vs. ENDW - Expense Ratio Comparison

HECA has a 1.02% expense ratio, which is higher than ENDW's 0.29% expense ratio.


Dividends

HECA vs. ENDW - Dividend Comparison

HECA's dividend yield for the trailing twelve months is around 2.01%, less than ENDW's 2.18% yield.


PositionTTM2025
ENDW
Cambria Endowment Style ETF
2.18%1.91%
HECA
Hedgeye Capital Allocation ETF
2.01%2.02%

Frequently Asked Questions


HECA and ENDW have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ENDW is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ENDW is cheaper with a 0.29% expense ratio, compared with 1.02% for HECA.

ENDW has the higher dividend yield at 2.18%, compared with 2.01% for HECA.

They also come from different issuers: Hedgeye and Cambria. Their fees differ too: 1.02% for HECA and 0.29% for ENDW.

Portfolio Optimizer

Find the right allocation for HECA and ENDW

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer