DIVN vs ERTH

Comparison between HORIZON DIVIDEND INCOME ETF (DIVN, ETF) and INVESCO MSCI SUSTAINABLE FUTURE ETF (ERTH, ETF).

DIVN vs ERTH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DIVN(ETF)	ERTH(ETF)
Net Assets	$147M	$147M
Expense Ratio	0.70%	0.66%
Max Drawdown	5.55%	64.45%
Sharpe Ratio	1.56	0.78
5Y Beta	0.42	0.87
P/E Ratio	18.09	N/A
Forward P/E	15.08	N/A
PEG Ratio	0.57	N/A
5Y Dividends CAGR	N/A	23.87%
5Y EPS CAGR	13.59%	N/A
Debt to Equity	-68.13%	N/A
P/S Ratio	2.52	N/A
P/B Ratio	4.12	N/A

Net Assets

DIVN

$147M

Winner

ERTH

$147M

Expense Ratio

DIVN

0.70%

Winner

ERTH

0.66%

Max Drawdown

Winner

DIVN

5.55%

ERTH

64.45%

Sharpe Ratio

Winner

DIVN

1.56

ERTH

0.78

5Y Beta

Winner

DIVN

0.42

ERTH

0.87

P/E Ratio

DIVN

18.09

ERTH

N/A

Forward P/E

DIVN

15.08

ERTH

N/A

PEG Ratio

DIVN

0.57

ERTH

N/A

5Y Dividends CAGR

DIVN

N/A

ERTH

23.87%

5Y EPS CAGR

DIVN

13.59%

ERTH

N/A

Debt to Equity

DIVN

-68.13%

ERTH

N/A

P/S Ratio

DIVN

2.52

ERTH

N/A

P/B Ratio

DIVN

4.12

ERTH

N/A

DIVN vs ERTH - Holdings Comparison

DIVN and ERTH have 1 common holdings. Overlap is -0.05%

DIVN's top 25 holdings weight is 60.40%. ERTH's top 25 holdings weight is 61.82%.

Rank	DIVN	ERTH
#1	MERCK & CO INC (MRK) - 3.93%	NVIDIA CORP (NVDA) - 5.65%
#2	ABBVIE INC (ABBV) - 3.83%	DIGITAL REALTY TRUST INC (DLR) - 5.24%
#3	PROCTER & GAMBLE CO (PG) - 3.74%	TESLA INC (TSLA) - 5.13%
#4	PHILIP MORRIS INTERNATIONAL INC (PM) - 3.72%	BYD CO LTD CLASS H (n/a) - 4.62%
#5	JOHNSON & JOHNSON (JNJ) - 3.20%	VESTAS WIND SYSTEMS AS (n/a) - 4.41%
#6	ACCENTURE PLC CLASS A (ACN) - 3.09%	FIRST SOLAR INC (FSLR) - 4.06%
#7	T-MOBILE US INC (TMUS) - 3.02%	NEXTPOWER INC CLASS A (NXT) - 2.88%
#8	QUALCOMM INC (QCOM) - 2.99%	n/a (n/a) - 2.30%
#9	CHEVRON CORP (CVX) - 2.90%	n/a (n/a) - 2.16%
#10	MCDONALD'S CORP (MCD) - 2.89%	SCENTRE GROUP (n/a) - 2.05%
#11	PROGRESSIVE CORP (PGR) - 2.44%	n/a (n/a) - 2.05%
#12	BRISTOL-MYERS SQUIBB CO (BMY) - 2.28%	KINGSPAN GROUP PLC (n/a) - 2.02%
#13	ALTRIA GROUP INC (MO) - 2.19%	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 2.01%
#14	COMCAST CORP CLASS A (CMCSA) - 2.11%	LG ENERGY SOLUTION LTD (n/a) - 1.83%
#15	GILEAD SCIENCES INC (GILD) - 2.01%	RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.69%
#16	ABBOTT LABORATORIES (ABT) - 1.97%	CAPITALAND INTEGRATED COMMERCIAL TRUST (n/a) - 1.61%
#17	BLACKSTONE INC (BX) - 1.75%	XPENG INC CLASS A (n/a) - 1.51%
#18	VERIZON COMMUNICATIONS INC (VZ) - 1.72%	ADVANCED DRAINAGE SYSTEMS INC (WMS) - 1.51%
#19	AMGEN INC (AMGN) - 1.72%	LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 1.46%
#20	PEPSICO INC (PEP) - 1.57%	NIO INC CLASS A (n/a) - 1.46%
#21	TEXAS INSTRUMENTS INC (TXN) - 1.56%	DARLING INGREDIENTS INC (DAR) - 1.39%
#22	AT&T INC (T) - 1.50%	ENPHASE ENERGY INC (ENPH) - 1.29%
#23	APPLIED MATERIALS INC (AMAT) - 1.46%	KLEPIERRE (n/a) - 1.27%
#24	EOG RESOURCES INC (EOG) - 1.43%	ORMAT TECHNOLOGIES INC (ORA) - 1.19%
#25	AUTOMATIC DATA PROCESSING INC (ADP) - 1.38%	ALSTOM SA (n/a) - 1.03%
Total Holdings	130	180

DIVN vs ERTH - Historical Returns

Returns include dividend reinvestment.

Period	DIVN	ERTH
1 month	+1.99%	-1.96%
3 months	+1.69%	+4.24%
6 months	+11.69%	+3.94%
1 year	+20.17%	+16.95%
5 years(CAGR)	N/A	-4.61%
10 years(CAGR)	N/A	+6.89%
Max(CAGR)	+21.54%	+5.00%

Winner

DIVN

+1.99%

ERTH

-1.96%

DIVN

+1.69%

Winner

ERTH

+4.24%

Winner

DIVN

+11.69%

ERTH

+3.94%

Winner

DIVN

+20.17%

ERTH

+16.95%

5Y(CAGR)

DIVN

N/A

ERTH

-4.61%

10Y(CAGR)

DIVN

N/A

ERTH

+6.89%

Max(CAGR)

Winner

DIVN

+21.54%

ERTH

+5.00%

DIVN vs ERTH - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DIVN	ERTH
2026	+10.79%	+1.89%
2025	+7.94%	+17.91%
2024	N/A	-11.64%
2023	N/A	+0.74%
2022	N/A	-28.33%
2021	N/A	+2.37%
2020	N/A	+50.30%
2019	N/A	+36.44%
2018	N/A	-13.57%
2017	N/A	+29.61%
2016	N/A	+14.40%
2015	N/A	+2.69%
2014	N/A	-7.08%
2013	N/A	+35.26%
2012	N/A	+6.01%
2011	N/A	-18.81%
2010	N/A	+5.64%
2009	N/A	+30.84%
2008	N/A	-48.52%
2007	N/A	+43.32%
2006	N/A	+1.70%

DIVN vs ERTH Drawdown Comparison

The maximum drawdown for DIVN was -5.55%, occurring on Mar 20, 2026. Recovery took 59 trading sessions.

The maximum drawdown for ERTH was -64.45%, occurring on Nov 20, 2008. Recovery took 2306 trading sessions.

The current DIVN drawdown is -1.11%. The current ERTH drawdown is -30.31%.

Rank	DIVN	ERTH
#1	-5.55% Feb 27, 2026 - May 22, 2026	-64.45% Dec 26, 2007 - Feb 23, 2017
#2	-3.40% Oct 1, 2025 - Nov 25, 2025	-51.73% Nov 1, 2021 - Apr 8, 2025
#3	-2.72% Jul 25, 2025 - Aug 13, 2025	-36.65% Feb 20, 2020 - Jul 17, 2020
#4	-2.39% Jul 10, 2025 - Jul 23, 2025	-21.96% Jan 26, 2018 - Apr 18, 2019
#5	-1.70% Aug 22, 2025 - Oct 1, 2025	-16.53% Jan 7, 2021 - Oct 28, 2021
#6	-1.68% May 22, 2026 - Jun 1, 2026	-12.19% Jul 13, 2007 - Oct 1, 2007
#7	-1.46% Dec 3, 2025 - Dec 11, 2025	-10.41% Feb 26, 2007 - Apr 24, 2007
#8	-1.41% Jan 14, 2026 - Jan 22, 2026	-10.08% Jul 1, 2019 - Oct 28, 2019
#9	-1.18% Dec 15, 2025 - Dec 24, 2025	-8.40% Nov 8, 2007 - Dec 6, 2007
#10	-1.09% Feb 11, 2026 - Feb 23, 2026	-8.19% Sep 2, 2020 - Oct 5, 2020
#11	-1.04% Dec 24, 2025 - Jan 6, 2026	-8.11% Oct 16, 2020 - Nov 6, 2020
#12	-0.83% Jan 6, 2026 - Jan 8, 2026	-7.37% May 3, 2019 - Jun 27, 2019
#13	-0.71% Jul 2, 2025 - Jul 8, 2025	-6.38% Dec 6, 2006 - Feb 6, 2007
#14	-0.50% Aug 13, 2025 - Aug 19, 2025	-6.19% Dec 10, 2007 - Dec 24, 2007
#15	-0.38% Feb 6, 2026 - Feb 10, 2026	-4.92% Oct 31, 2017 - Jan 3, 2018

Correlation

Correlation between DIVN and ERTH is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2009 - 2026)

DIVN vs ERTH dividend yield comparison.

Year	DIVN	ERTH
2026	1.79%	0.13%
2025	1.47%	1.46%
2024	0.00%	1.00%
2023	0.00%	1.28%
2022	0.00%	1.22%
2021	0.00%	15.33%
2020	0.00%	0.21%
2019	0.00%	0.71%
2018	0.00%	0.61%
2017	0.00%	0.87%
2016	0.00%	1.06%
2015	0.00%	0.79%
2014	0.00%	0.83%
2013	0.00%	0.85%
2012	0.00%	1.07%
2011	0.00%	0.86%
2010	0.00%	0.02%
2009	0.00%	0.21%