DGRE vs HBTA
Comparison between WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF) and HORIZON EXPEDITION PLUS ETF (HBTA, ETF).
DGRE vs HBTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DGRE
$149M
HBTA
$148M
Expense Ratio
Winner
DGRE
0.32%
HBTA
0.86%
Max Drawdown
DGRE
40.04%
Winner
HBTA
26.73%
Sharpe Ratio
Winner
DGRE
1.81
HBTA
1.47
5Y Beta
Winner
DGRE
0.82
HBTA
1.34
P/E Ratio
DGRE
N/A
HBTA
32.27
Forward P/E
DGRE
N/A
HBTA
24.21
PEG Ratio
DGRE
N/A
HBTA
0.35
5Y Dividends CAGR
DGRE
-1.04%
HBTA
N/A
5Y EPS CAGR
DGRE
N/A
HBTA
29.57%
Debt to Equity
DGRE
N/A
HBTA
42.18%
P/S Ratio
DGRE
N/A
HBTA
4.48
P/B Ratio
DGRE
N/A
HBTA
7.24
DGRE vs HBTA - Holdings Comparison
DGRE and HBTA have 1 common holdings. Overlap is -0.56%
DGRE's top 25 holdings weight is 51.02%. HBTA's top 25 holdings weight is 63.15%.
| Rank | DGRE | HBTA |
|---|---|---|
| #1 | n/a (n/a) - 14.83% | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.83% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 11.01% | NVIDIA CORP (NVDA) - 8.36% |
| #3 | SK HYNIX INC (n/a) - 2.25% | ALPHABET INC CLASS A (GOOGL) - 7.74% |
| #4 | MEDIATEK INC (n/a) - 2.08% | APPLE INC (AAPL) - 7.10% |
| #5 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.57% | BROADCOM INC (AVGO) - 4.43% |
| #6 | ACCTON TECHNOLOGY CORP (n/a) - 1.47% | AMAZON.COM INC (AMZN) - 3.06% |
| #7 | KGHM POLSKA MIEDZ SA (n/a) - 1.44% | TESLA INC (TSLA) - 2.59% |
| #8 | n/a (n/a) - 1.29% | MICRON TECHNOLOGY INC (MU) - 2.11% |
| #9 | WIWYNN CORP ORDINARY SHARES (n/a) - 1.26% | META PLATFORMS INC CLASS A (META) - 1.94% |
| #10 | YAGEO CORP (n/a) - 1.24% | ADVANCED MICRO DEVICES INC (AMD) - 1.71% |
| #11 | n/a (n/a) - 1.20% | WALMART INC (WMT) - 1.65% |
| #12 | LS ELECTRIC CO LTD (n/a) - 1.05% | ELI LILLY AND CO (LLY) - 1.65% |
| #13 | ORLEN SA (n/a) - 1.02% | MICROSOFT CORP (MSFT) - 1.53% |
| #14 | ASIA VITAL COMPONENTS CO LTD (n/a) - 1.01% | INTEL CORP (INTC) - 1.17% |
| #15 | n/a (n/a) - 0.99% | EXXON MOBIL CORP (XOM) - 1.11% |
| #16 | VIBRA ENERGIA SA (n/a) - 0.98% | CATERPILLAR INC (CAT) - 1.01% |
| #17 | PKO BANK POLSKI SA (n/a) - 0.88% | LAM RESEARCH CORP (LRCX) - 0.92% |
| #18 | BANCO DE CREDITO E INVERSIONES SA (n/a) - 0.81% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #19 | CELLTRION INC (n/a) - 0.80% | APPLIED MATERIALS INC (AMAT) - 0.82% |
| #20 | RELIANCE INDUSTRIES LTD (n/a) - 0.72% | GE AEROSPACE (GE) - 0.81% |
| #21 | QUANTA COMPUTER INC (n/a) - 0.70% | n/a (PLTR) - 0.78% |
| #22 | SAMSUNG LIFE INSURANCE CO LTD (n/a) - 0.65% | THE GOLDMAN SACHS GROUP INC (GS) - 0.76% |
| #23 | SAMVARDHANA MOTHERSON INTERNATIONAL LTD (n/a) - 0.60% | GE VERNOVA INC (GEV) - 0.74% |
| #24 | DELTA ELECTRONICS INC (n/a) - 0.59% | ORACLE CORP (ORCL) - 0.74% |
| #25 | BANK POLSKA KASA OPIEKI SA (n/a) - 0.58% | MORGAN STANLEY (MS) - 0.73% |
| Total Holdings | 280 | 206 |
DGRE vs HBTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DGRE
+3.84%
HBTA
-0.11%
3M
Winner
DGRE
+21.62%
HBTA
+15.07%
6M
Winner
DGRE
+33.01%
HBTA
+11.60%
1Y
Winner
DGRE
+49.68%
HBTA
+32.40%
5Y(CAGR)
DGRE
+8.28%
HBTA
N/A
10Y(CAGR)
DGRE
+9.73%
HBTA
N/A
Max(CAGR)
DGRE
+6.18%
Winner
HBTA
+18.76%
DGRE vs HBTA - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DGRE | HBTA |
|---|---|---|
| 2026 | +25.97% | +10.52% |
| 2025 | +26.37% | +14.69% |
| 2024 | +4.87% | N/A |
| 2023 | +17.95% | N/A |
| 2022 | -22.02% | N/A |
| 2021 | +2.08% | N/A |
| 2020 | +9.38% | N/A |
| 2019 | +20.74% | N/A |
| 2018 | -17.60% | N/A |
| 2017 | +32.71% | N/A |
| 2016 | +14.22% | N/A |
| 2015 | -16.52% | N/A |
| 2014 | +3.49% | N/A |
| 2013 | -2.41% | N/A |
DGRE vs HBTA Drawdown Comparison
The maximum drawdown for DGRE was -36.95%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current DGRE drawdown is -3.05%. The current HBTA drawdown is -3.70%.
| Rank | DGRE | HBTA |
|---|---|---|
| #1 | -36.95% Jan 26, 2018 - Nov 24, 2020 | -26.73% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -36.53% Sep 5, 2014 - Aug 24, 2017 | -13.18% Jan 29, 2026 - Apr 15, 2026 |
| #3 | -35.40% Feb 12, 2021 - Sep 24, 2024 | -7.03% Oct 29, 2025 - Dec 24, 2025 |
| #4 | -20.65% Sep 26, 2024 - Jul 3, 2025 | -6.72% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -17.52% Oct 22, 2013 - Jun 9, 2014 | -3.71% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -13.67% Feb 25, 2026 - Apr 17, 2026 | -3.55% May 14, 2026 - May 26, 2026 |
| #7 | -10.78% Aug 14, 2013 - Sep 18, 2013 | -3.48% Jan 12, 2026 - Jan 29, 2026 |
| #8 | -7.82% Jun 2, 2026 - Jun 5, 2026 | -3.36% Jan 23, 2025 - Feb 14, 2025 |
| #9 | -7.13% Sep 18, 2013 - Oct 22, 2013 | -2.92% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -6.19% May 8, 2026 - May 26, 2026 | -2.46% Aug 14, 2025 - Aug 27, 2025 |
| #11 | -5.64% Jan 21, 2021 - Feb 9, 2021 | -1.76% Sep 22, 2025 - Oct 6, 2025 |
| #12 | -4.96% Jul 24, 2014 - Aug 26, 2014 | -1.66% Aug 28, 2025 - Sep 8, 2025 |
| #13 | -3.87% Oct 13, 2017 - Dec 20, 2017 | -1.60% Jul 3, 2025 - Jul 14, 2025 |
| #14 | -3.86% Nov 3, 2025 - Dec 10, 2025 | -1.48% Dec 26, 2025 - Jan 6, 2026 |
| #15 | -3.49% Aug 2, 2013 - Aug 14, 2013 | -1.05% Apr 17, 2026 - Apr 22, 2026 |
Correlation
Correlation between DGRE and HBTA is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2013 - 2026)
DGRE vs HBTA dividend yield comparison.
| Year | DGRE | HBTA |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 1.65% | 0.64% |
| 2024 | 1.90% | 0.00% |
| 2023 | 2.22% | 0.00% |
| 2022 | 4.38% | 0.00% |
| 2021 | 2.56% | 0.00% |
| 2020 | 2.11% | 0.00% |
| 2019 | 2.32% | 0.00% |
| 2018 | 2.71% | 0.00% |
| 2017 | 3.12% | 0.00% |
| 2016 | 3.18% | 0.00% |
| 2015 | 3.01% | 0.00% |
| 2014 | 2.45% | 0.00% |
| 2013 | 0.57% | 0.00% |
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