HEFT against the ETFIQ Strategic 60 benchmark
Hedgeye Fourth Turning ETF holds 53.5% of its net assets in stocks, counted through the funds it holds, which places it in the moderate band. Its matched benchmark is ETFIQ Strategic, 60% stocks, a written rule, not a fund.
In 2026 to Oct 9, 2026, HEFT returned +5.73%, 1.76 points behind the ETFIQ Strategic 60 benchmark’s hypothetical +7.49%.
Growth of $10,000
Trailing ranges end on Oct 9, 2026, All on Oct 9, 2026. HEFT’s line is its own market-price total return; the benchmark’s is dashed and shaded where hypothetical, before Oct 5, 2026. The largest drawdown of HEFT is shaded where the comparison dates it. Computed by ETFIQ from Tiingo daily prices. Not published: the 1Y range, the comparison carries no such window; the 3Y range, the comparison carries no such window; the 5Y range, the comparison carries no such window; the 10Y range, the comparison carries no such window.
| Value on | Nov 21, 2025 | Jan 28, 2026 | Apr 1, 2026 | Jun 4, 2026 | Aug 7, 2026 | Oct 9, 2026 |
|---|---|---|---|---|---|---|
| HEFT | $10,000 | $11,193 | $10,629 | $10,893 | $10,545 | $10,677 |
| Reference | $10,000 | $10,526 | $10,228 | $11,061 | $11,184 | $11,034 |
HEFT and Strategic 60 by window
| Window | From | To | HEFT | Strategic 60 | Difference, points | Side |
|---|---|---|---|---|---|---|
| Year to date | Dec 31, 2025 | Oct 9, 2026 | +5.73% | +7.49%* | −1.76 | HEFT behind |
| 1 year | not published | not published | not published | not published | not published | not published |
| 3 years, a year | not published | not published | not published | not published | not published | not published |
| 5 years, a year | not published | not published | not published | not published | not published | not published |
| 10 years, a year | not published | not published | not published | not published | not published | not published |
| Since the shared start, a year | not published | not published | not published | not published | not published | not published |
Fees
| Portfolio | Fee | A year | On $10,000 | As of |
|---|---|---|---|---|
| HEFT | Expense ratio, from its prospectus | 0.70% | $70 | Nov 5, 2025 |
| Strategic 60 | Weighted fund fee, inside its returns | 0.05% | $5 | Oct 9, 2026 |
A written rule over broad, low-cost ETFs, frozen on Oct 3, 2026, with its weights, calendar and returns on its own page. Figures before Oct 5, 2026 are hypothetical: today’s rule and funds applied to earlier prices. Total returns are market price with distributions reinvested, net of each fund’s own fees, with nothing else deducted. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias. Methodology v1.3 →
Questions people ask about HEFT and its benchmark
- Why is HEFT measured against ETFIQ Strategic 60?
- HEFT holds 53.5% of its net assets in stocks, counted through the funds it holds, so it sits in the moderate band, more than 50% and up to 70% stocks. ETFIQ Strategic 60 is the benchmark for that band.
- What does ETFIQ Strategic 60 hold?
- 60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a published rule, not a fund, and ETFIQ takes no payment from any fund company.
- Why are the benchmark’s returns hypothetical?
- Its rule was frozen on a stated date. Returns before it apply today’s rule and funds to earlier prices; the fund’s own returns are its market price with distributions reinvested. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias.
ETFIQ, HEFT vs the ETFIQ Strategic 60 benchmark, data as of Oct 9, 2026. https://etfiq.com/models/compare/heft/
Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data. Figures before Oct 5, 2026 are hypothetical.
Computed by ETFIQ from Tiingo daily prices. Data sourced by Tiingo.