EDGU vs HBTA
Comparison between 3EDGE DYNAMIC US EQUITY ETF (EDGU, ETF) and HORIZON EXPEDITION PLUS ETF (HBTA, ETF).
EDGU vs HBTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EDGU
$148M
Winner
HBTA
$148M
Expense Ratio
EDGU
0.91%
Winner
HBTA
0.86%
Max Drawdown
Winner
EDGU
17.65%
HBTA
26.73%
Sharpe Ratio
Winner
EDGU
1.59
HBTA
1.47
5Y Beta
Winner
EDGU
0.87
HBTA
1.34
P/E Ratio
EDGU
N/A
HBTA
32.27
Forward P/E
EDGU
N/A
HBTA
24.21
PEG Ratio
EDGU
N/A
HBTA
0.35
5Y EPS CAGR
EDGU
N/A
HBTA
29.57%
Debt to Equity
EDGU
N/A
HBTA
42.18%
P/S Ratio
EDGU
N/A
HBTA
4.48
P/B Ratio
EDGU
N/A
HBTA
7.24
EDGU vs HBTA - Holdings Comparison
EDGU and HBTA have 1 common holdings. Overlap is 0.40%
EDGU's top 25 holdings weight is 100.01%. HBTA's top 25 holdings weight is 63.15%.
| Rank | EDGU | HBTA |
|---|---|---|
| #1 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 25.43% | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.83% |
| #2 | INVESCO QQQ TRUST (QQQ) - 23.87% | NVIDIA CORP (NVDA) - 8.36% |
| #3 | AVANTIS US SMALL CAP VALUE ETF (AVUV) - 14.33% | ALPHABET INC CLASS A (GOOGL) - 7.74% |
| #4 | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 6.33% | APPLE INC (AAPL) - 7.10% |
| #5 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 5.89% | BROADCOM INC (AVGO) - 4.43% |
| #6 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 4.98% | AMAZON.COM INC (AMZN) - 3.06% |
| #7 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 4.76% | TESLA INC (TSLA) - 2.59% |
| #8 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 4.22% | MICRON TECHNOLOGY INC (MU) - 2.11% |
| #9 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 3.57% | META PLATFORMS INC CLASS A (META) - 1.94% |
| #10 | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 2.77% | ADVANCED MICRO DEVICES INC (AMD) - 1.71% |
| #11 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 1.28% | WALMART INC (WMT) - 1.65% |
| #12 | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 1.12% | ELI LILLY AND CO (LLY) - 1.65% |
| #13 | STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 1.02% | MICROSOFT CORP (MSFT) - 1.53% |
| #14 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.44% | INTEL CORP (INTC) - 1.17% |
| #15 | N/A | EXXON MOBIL CORP (XOM) - 1.11% |
| #16 | N/A | CATERPILLAR INC (CAT) - 1.01% |
| #17 | N/A | LAM RESEARCH CORP (LRCX) - 0.92% |
| #18 | N/A | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #19 | N/A | APPLIED MATERIALS INC (AMAT) - 0.82% |
| #20 | N/A | GE AEROSPACE (GE) - 0.81% |
| #21 | N/A | n/a (PLTR) - 0.78% |
| #22 | N/A | THE GOLDMAN SACHS GROUP INC (GS) - 0.76% |
| #23 | N/A | GE VERNOVA INC (GEV) - 0.74% |
| #24 | N/A | ORACLE CORP (ORCL) - 0.74% |
| #25 | N/A | MORGAN STANLEY (MS) - 0.73% |
| Total Holdings | 14 | 206 |
EDGU vs HBTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EDGU
+2.75%
HBTA
-0.11%
3M
EDGU
+13.06%
Winner
HBTA
+15.07%
6M
EDGU
+11.39%
Winner
HBTA
+11.60%
1Y
EDGU
+25.04%
Winner
HBTA
+32.40%
Max(CAGR)
EDGU
+15.82%
Winner
HBTA
+18.76%
EDGU vs HBTA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | EDGU | HBTA |
|---|---|---|
| 2026 | +11.14% | +10.52% |
| 2025 | +15.03% | +14.69% |
| 2024 | +0.27% | N/A |
EDGU vs HBTA Drawdown Comparison
The maximum drawdown for EDGU was -17.58%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current EDGU drawdown is -1.54%. The current HBTA drawdown is -3.70%.
| Rank | EDGU | HBTA |
|---|---|---|
| #1 | -17.58% Feb 19, 2025 - Jul 22, 2025 | -26.73% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -7.08% Feb 9, 2026 - Apr 16, 2026 | -13.18% Jan 29, 2026 - Apr 15, 2026 |
| #3 | -6.25% Oct 28, 2025 - Jan 6, 2026 | -7.03% Oct 29, 2025 - Dec 24, 2025 |
| #4 | -5.90% Dec 4, 2024 - Feb 18, 2025 | -6.72% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -4.27% Jun 2, 2026 - Jun 10, 2026 | -3.71% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -3.25% Oct 8, 2025 - Oct 24, 2025 | -3.55% May 14, 2026 - May 26, 2026 |
| #7 | -3.10% Oct 18, 2024 - Nov 6, 2024 | -3.48% Jan 12, 2026 - Jan 29, 2026 |
| #8 | -2.44% Nov 11, 2024 - Nov 26, 2024 | -3.36% Jan 23, 2025 - Feb 14, 2025 |
| #9 | -2.37% Jul 25, 2025 - Aug 12, 2025 | -2.92% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -2.17% Jan 12, 2026 - Jan 27, 2026 | -2.46% Aug 14, 2025 - Aug 27, 2025 |
| #11 | -2.01% Feb 2, 2026 - Feb 6, 2026 | -1.76% Sep 22, 2025 - Oct 6, 2025 |
| #12 | -1.95% May 14, 2026 - May 22, 2026 | -1.66% Aug 28, 2025 - Sep 8, 2025 |
| #13 | -1.67% Aug 28, 2025 - Sep 9, 2025 | -1.60% Jul 3, 2025 - Jul 14, 2025 |
| #14 | -1.31% Aug 13, 2025 - Aug 22, 2025 | -1.48% Dec 26, 2025 - Jan 6, 2026 |
| #15 | -1.27% Sep 22, 2025 - Oct 1, 2025 | -1.05% Apr 17, 2026 - Apr 22, 2026 |
Correlation
Correlation between EDGU and HBTA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2024 - 2026)
EDGU vs HBTA dividend yield comparison.
| Year | EDGU | HBTA |
|---|---|---|
| 2026 | 0.17% | 0.00% |
| 2025 | 0.61% | 0.64% |
| 2024 | 0.15% | 0.00% |
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