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LBAY vs. HEFT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LBAY vs. HEFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leatherback Long/Short Alternative Yield ETF (LBAY) and Hedgeye Fourth Turning ETF (HEFT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LBAY achieves a 6.83% return, which is significantly lower than HEFT's 7.87% return.


LBAY

1D
0.43%
1M
-0.47%
YTD
6.83%
6M
9.25%
1Y
9.13%
3Y*
3.68%
5Y*
3.91%
10Y*

HEFT

1D
-0.04%
1M
2.98%
YTD
7.87%
6M
7.09%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LBAY vs. HEFT - Yearly Performance Comparison


Correlation

The correlation between LBAY and HEFT is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 24, 2025

0.32

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Return for Risk

LBAY vs. HEFT — Risk / Return Rank

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

LBAY
LBAY Risk / Return Rank: 1919
Overall Rank
LBAY Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
LBAY Sortino Ratio Rank: 2020
Sortino Ratio Rank
LBAY Omega Ratio Rank: 1919
Omega Ratio Rank
LBAY Calmar Ratio Rank: 1919
Calmar Ratio Rank
LBAY Martin Ratio Rank: 1818
Martin Ratio Rank

HEFT
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.

LBAY vs. HEFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Leatherback Long/Short Alternative Yield ETF (LBAY) and Hedgeye Fourth Turning ETF (HEFT). 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.


LBAYHEFTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.12

Calmar ratioReturn relative to maximum drawdown

0.77

Martin ratioReturn relative to average drawdown

1.94

LBAY vs. HEFT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


LBAYHEFTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

1.43

-0.84

Drawdowns

LBAY vs. HEFT - Drawdown Comparison

The maximum LBAY drawdown since its inception was -15.99%, which is greater than HEFT's maximum drawdown of -9.17%. Use the drawdown chart below to compare losses from any high point for LBAY and HEFT.


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Drawdown Indicators


LBAYHEFTDifference

Max Drawdown

Largest peak-to-trough decline

-15.99%

-9.17%

-6.82%

Max Drawdown (1Y)

Largest decline over 1 year

-11.91%

Max Drawdown (3Y)

Largest decline over 3 years

-14.57%

Max Drawdown (5Y)

Largest decline over 5 years

-15.99%

Current Drawdown

Current decline from peak

-10.34%

-2.68%

-7.66%

Average Drawdown

Average peak-to-trough decline

-6.80%

-3.12%

-3.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.71%

Volatility

LBAY vs. HEFT - Volatility Comparison


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Volatility by Period


LBAYHEFTDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.80%

Volatility (6M)

Calculated over the trailing 6-month period

12.82%

Volatility (1Y)

Calculated over the trailing 1-year period

15.26%

12.48%

+2.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.59%

12.48%

+1.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.73%

12.48%

+1.25%

LBAY vs. HEFT - Expense Ratio Comparison

LBAY has a 1.09% expense ratio, which is higher than HEFT's 0.70% expense ratio.


Dividends

LBAY vs. HEFT - Dividend Comparison

LBAY's dividend yield for the trailing twelve months is around 3.79%, more than HEFT's 0.02% yield.


PositionTTM202520242023202220212020
HEFT
Hedgeye Fourth Turning ETF
0.02%0.02%0.00%0.00%0.00%0.00%0.00%
LBAY
Leatherback Long/Short Alternative Yield ETF
3.79%3.80%3.77%3.47%2.74%2.96%0.29%

Frequently Asked Questions


LBAY and HEFT have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HEFT is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HEFT is cheaper with a 0.70% expense ratio, compared with 1.09% for LBAY.

LBAY has the higher dividend yield at 3.79%, compared with 0.02% for HEFT.

They also come from different issuers: Toroso Investments and Hedgeye. Their fees differ too: 1.09% for LBAY and 0.70% for HEFT.

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