EFFE vs HBTA
Comparison between HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF) and HORIZON EXPEDITION PLUS ETF (HBTA, ETF).
EFFE vs HBTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFFE
$148M
Winner
HBTA
$148M
Expense Ratio
Winner
EFFE
0.69%
HBTA
0.86%
Max Drawdown
EFFE
33.56%
Winner
HBTA
26.73%
Sharpe Ratio
EFFE
1.19
Winner
HBTA
1.47
5Y Beta
Winner
EFFE
0.77
HBTA
1.34
P/E Ratio
EFFE
N/A
HBTA
32.27
Forward P/E
EFFE
N/A
HBTA
24.21
PEG Ratio
EFFE
N/A
HBTA
0.35
5Y EPS CAGR
EFFE
N/A
HBTA
29.57%
Debt to Equity
EFFE
N/A
HBTA
42.18%
P/S Ratio
EFFE
N/A
HBTA
4.48
P/B Ratio
EFFE
N/A
HBTA
7.24
EFFE vs HBTA - Holdings Comparison
EFFE and HBTA have 1 common holdings. Overlap is -0.56%
EFFE's top 25 holdings weight is 73.32%. HBTA's top 25 holdings weight is 63.15%.
| Rank | EFFE | HBTA |
|---|---|---|
| #1 | LG ELECTRONICS INC (n/a) - 5.39% | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.83% |
| #2 | SK HYNIX INC (n/a) - 4.97% | NVIDIA CORP (NVDA) - 8.36% |
| #3 | LENOVO GROUP LTD (n/a) - 4.95% | ALPHABET INC CLASS A (GOOGL) - 7.74% |
| #4 | ALCHIP TECHNOLOGIES LTD (n/a) - 3.74% | APPLE INC (AAPL) - 7.10% |
| #5 | ACCTON TECHNOLOGY CORP (n/a) - 3.68% | BROADCOM INC (AVGO) - 4.43% |
| #6 | WIWYNN CORP ORDINARY SHARES (n/a) - 3.55% | AMAZON.COM INC (AMZN) - 3.06% |
| #7 | KIA CORP (n/a) - 3.38% | TESLA INC (TSLA) - 2.59% |
| #8 | WISTRON CORP (n/a) - 3.35% | MICRON TECHNOLOGY INC (MU) - 2.11% |
| #9 | n/a (n/a) - 3.31% | META PLATFORMS INC CLASS A (META) - 1.94% |
| #10 | QUANTA COMPUTER INC (n/a) - 3.18% | ADVANCED MICRO DEVICES INC (AMD) - 1.71% |
| #11 | XIAOMI CORP CLASS B (n/a) - 3.17% | WALMART INC (WMT) - 1.65% |
| #12 | CMOC GROUP LTD CLASS A (n/a) - 2.98% | ELI LILLY AND CO (LLY) - 1.65% |
| #13 | SAMSUNG C&T CORP (n/a) - 2.55% | MICROSOFT CORP (MSFT) - 1.53% |
| #14 | KUNLUN ENERGY CO LTD (n/a) - 2.42% | INTEL CORP (INTC) - 1.17% |
| #15 | n/a (n/a) - 2.40% | EXXON MOBIL CORP (XOM) - 1.11% |
| #16 | ASIAN PAINTS LTD (n/a) - 2.38% | CATERPILLAR INC (CAT) - 1.01% |
| #17 | BANK OF CHINA LTD CLASS H (n/a) - 2.33% | LAM RESEARCH CORP (LRCX) - 0.92% |
| #18 | GIGABYTE TECHNOLOGY CO LTD (n/a) - 2.29% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #19 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.26% | APPLIED MATERIALS INC (AMAT) - 0.82% |
| #20 | TIM SA ORDINARY SHARES (n/a) - 2.06% | GE AEROSPACE (GE) - 0.81% |
| #21 | BHARTI AIRTEL LTD (n/a) - 1.93% | n/a (PLTR) - 0.78% |
| #22 | OIL & NATURAL GAS CORP LTD (n/a) - 1.82% | THE GOLDMAN SACHS GROUP INC (GS) - 0.76% |
| #23 | VODACOM GROUP LTD (n/a) - 1.81% | GE VERNOVA INC (GEV) - 0.74% |
| #24 | n/a (n/a) - 1.78% | ORACLE CORP (ORCL) - 0.74% |
| #25 | SAUDI ARABIAN OIL CO (n/a) - 1.64% | MORGAN STANLEY (MS) - 0.73% |
| Total Holdings | 96 | 206 |
EFFE vs HBTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFFE
+3.12%
HBTA
-0.11%
3M
Winner
EFFE
+19.54%
HBTA
+15.07%
6M
Winner
EFFE
+20.89%
HBTA
+11.60%
1Y
EFFE
+31.38%
Winner
HBTA
+32.40%
5Y(CAGR)
EFFE
+1.85%
HBTA
N/A
10Y(CAGR)
EFFE
+2.93%
HBTA
N/A
Max(CAGR)
EFFE
+2.45%
Winner
HBTA
+18.76%
EFFE vs HBTA - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EFFE | HBTA |
|---|---|---|
| 2026 | +18.83% | +10.52% |
| 2025 | +22.70% | +14.69% |
| 2024 | -0.84% | N/A |
| 2019 | +5.04% | N/A |
| 2018 | -4.76% | N/A |
| 2017 | +14.12% | N/A |
| 2016 | +11.36% | N/A |
| 2015 | -9.58% | N/A |
| 2014 | +4.43% | N/A |
EFFE vs HBTA Drawdown Comparison
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current EFFE drawdown is -6.46%. The current HBTA drawdown is -3.70%.
| Rank | EFFE | HBTA |
|---|---|---|
| #1 | -32.35% Jan 26, 2018 - May 5, 2026 | -26.73% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -15.96% Mar 23, 2015 - Apr 25, 2017 | -13.18% Jan 29, 2026 - Apr 15, 2026 |
| #3 | -10.21% Jun 2, 2026 - Jun 10, 2026 | -7.03% Oct 29, 2025 - Dec 24, 2025 |
| #4 | -7.24% May 14, 2026 - May 26, 2026 | -6.72% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -5.27% Sep 11, 2017 - Dec 26, 2017 | -3.71% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -3.55% Nov 26, 2014 - Dec 22, 2014 | -3.55% May 14, 2026 - May 26, 2026 |
| #7 | -3.47% Feb 5, 2015 - Mar 18, 2015 | -3.48% Jan 12, 2026 - Jan 29, 2026 |
| #8 | -1.84% Apr 26, 2017 - May 30, 2017 | -3.36% Jan 23, 2025 - Feb 14, 2025 |
| #9 | -1.63% May 11, 2026 - May 14, 2026 | -2.92% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -1.48% Jun 19, 2017 - Jul 14, 2017 | -2.46% Aug 14, 2025 - Aug 27, 2025 |
| #11 | -1.41% May 26, 2026 - May 29, 2026 | -1.76% Sep 22, 2025 - Oct 6, 2025 |
| #12 | -1.31% Dec 28, 2017 - Jan 5, 2018 | -1.66% Aug 28, 2025 - Sep 8, 2025 |
| #13 | -1.20% May 6, 2026 - May 8, 2026 | -1.60% Jul 3, 2025 - Jul 14, 2025 |
| #14 | -0.85% Dec 29, 2014 - Jan 8, 2015 | -1.48% Dec 26, 2025 - Jan 6, 2026 |
| #15 | -0.81% Jan 16, 2018 - Jan 23, 2018 | -1.05% Apr 17, 2026 - Apr 22, 2026 |
Correlation
Correlation between EFFE and HBTA is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2014 - 2025)
EFFE vs HBTA dividend yield comparison.
| Year | EFFE | HBTA |
|---|---|---|
| 2025 | 4.69% | 0.64% |
| 2018 | 1.82% | 0.00% |
| 2017 | 3.90% | 0.00% |
| 2016 | 1.76% | 0.00% |
| 2015 | 4.68% | 0.00% |
| 2014 | 0.61% | 0.00% |
Select Stocks to Compare
Popular: EFFE vs SPYHBTA vs SPY
More Comparisons
Compare with similar stocks