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Unlimited HFEQ Equity Long/Short ETF

HFEQ

NYSE ARCA
$23.682.11% (+0.48)
High
Low
Returns
1D
1W
1M
1Y
5Y
Max
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1D
1W
1M
1Y
5Y
Max

US ETF

Long-Short Equity

Alternative Strategy ETFs

Invests in long-short equity segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$18.43M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

0
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

0%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

16.89
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

16.25

ETF Profile

Peers

Peers

Exp. Ratio
1.46%
1.46%
PE
18.90
18.90
1Y Return
10.41%
10.41%
Exp. Ratio
PE
17.62
17.62
1Y Return
2.55%
2.55%
Exp. Ratio
1.55%
1.55%
PE
15.16
15.16
1Y Return
31.77%
31.77%
Exp. Ratio
0.71%
0.71%
PE
22.19
22.19
1Y Return
7.85%
7.85%
Exp. Ratio
10.91%
10.91%
PE
12.30
12.30
1Y Return
20.85%
20.85%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFLong-Short Equity
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Unlimited HFEQ Equity Long/Short ETF $18.43M-5.54%
First Trust Long/Short Equity ETF$2.55B1.46%10.41%
iShares Flexible Equity Active ETF$2.11B-2.55%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

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Top Holdings

Top Holdings

  • Name
    Holdings
  • Vanguard Index Funds - Vanguard Value ETF
    Holdings17.54 %
    Vanguard Index Funds - Vanguard Value ETF

    Holdings

    17.54 %

  • Vanguard Index Funds - Vanguard Mid-Cap ETF
    Holdings15.72 %
    Vanguard Index Funds - Vanguard Mid-Cap ETF

    Holdings

    15.72 %

  • First American Funds Inc. - Government Obligations Fund
    Holdings14.29 %
    First American Funds Inc. - Government Obligations Fund
    FGXXX

    Holdings

    14.29 %

  • The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
    Holdings11.23 %
    The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund

    Holdings

    11.23 %

  • The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
    Holdings7.12 %
    The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund

    Holdings

    7.12 %

  • Vanguard U.S. Momentum Factor
    Holdings6.57 %
    Vanguard U.S. Momentum Factor
    VFMO

    Holdings

    6.57 %

  • The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
    Holdings6.43 %
    The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund

    Holdings

    6.43 %

  • SPDR Series Trust - SPDR S&P Retail ETF
    Holdings4.16 %
    SPDR Series Trust - SPDR S&P Retail ETF

    Holdings

    4.16 %

  • SPDR Series Trust - SPDR S&P Biotech ETF
    Holdings3.65 %
    SPDR Series Trust - SPDR S&P Biotech ETF

    Holdings

    3.65 %

  • The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
    Holdings3.26 %
    The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund

    Holdings

    3.26 %

Frequently asked questions

  1. Unlimited HFEQ Equity Long/Short ETF (HFEQ) is currently trading at $23.68. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy Unlimited HFEQ Equity Long/Short ETF (HFEQ) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in Unlimited HFEQ Equity Long/Short ETF (HFEQ) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of Unlimited HFEQ Equity Long/Short ETF (HFEQ) is N/A. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. Unlimited HFEQ Equity Long/Short ETF (HFEQ)’s top holdings currently include Vanguard Index Funds - Vanguard Value ETF, Vanguard Index Funds - Vanguard Mid-Cap ETF, and First American Funds Inc. - Government Obligations Fund. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of Unlimited HFEQ Equity Long/Short ETF (HFEQ) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from Unlimited HFEQ Equity Long/Short ETF (HFEQ) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like Unlimited HFEQ Equity Long/Short ETF (HFEQ), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. Unlimited HFEQ Equity Long/Short ETF (HFEQ)’s current assets under management (AUM) are $18.43M. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. Unlimited HFEQ Equity Long/Short ETF (HFEQ)’s price-to-earnings (P/E) ratio is 16.89. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare Unlimited HFEQ Equity Long/Short ETF (HFEQ) with First Trust Long/Short Equity ETF (FTLS), iShares Flexible Equity Active ETF (BFLX), and Trust For Professional Managers - Convergence Long/Short Equity ETF (CLSE) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. Unlimited HFEQ Equity Long/Short ETF (HFEQ)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

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