EUHY vs HBTA
Comparison between ISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF (EUHY, ETF) and HORIZON EXPEDITION PLUS ETF (HBTA, ETF).
EUHY vs HBTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EUHY
$236M
Winner
HBTA
$236M
Expense Ratio
Winner
EUHY
0.35%
HBTA
0.86%
Max Drawdown
EUHY
36.32%
Winner
HBTA
26.73%
Sharpe Ratio
EUHY
0.07
Winner
HBTA
1.07
5Y Beta
Winner
EUHY
0.13
HBTA
1.35
P/E Ratio
EUHY
N/A
HBTA
33.38
Forward P/E
EUHY
N/A
HBTA
22.33
PEG Ratio
EUHY
N/A
HBTA
0.26
5Y Dividends CAGR
EUHY
30.21%
HBTA
N/A
5Y EPS CAGR
EUHY
N/A
HBTA
29.39%
Debt to Equity
EUHY
N/A
HBTA
41.96%
P/S Ratio
EUHY
N/A
HBTA
4.62
P/B Ratio
EUHY
N/A
HBTA
7.44
EUHY vs HBTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EUHY
+0.04%
HBTA
-1.68%
3M
EUHY
+1.74%
Winner
HBTA
+7.48%
6M
EUHY
+1.70%
Winner
HBTA
+10.65%
1Y
EUHY
+3.40%
Winner
HBTA
+24.37%
5Y(CAGR)
EUHY
+2.70%
HBTA
N/A
10Y(CAGR)
EUHY
+3.98%
HBTA
N/A
Max(CAGR)
EUHY
+3.59%
Winner
HBTA
+17.48%
EUHY vs HBTA - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | EUHY | HBTA |
|---|---|---|
| 2026 | +2.46% | +10.76% |
| 2025 | +18.46% | +14.69% |
| 2024 | +0.84% | N/A |
| 2023 | +16.65% | N/A |
| 2022 | -14.78% | N/A |
| 2021 | -4.26% | N/A |
| 2020 | +10.98% | N/A |
| 2019 | +9.72% | N/A |
| 2018 | -8.49% | N/A |
| 2017 | +21.18% | N/A |
| 2016 | +5.30% | N/A |
| 2015 | -9.35% | N/A |
| 2014 | -8.11% | N/A |
| 2013 | +12.23% | N/A |
| 2012 | +13.24% | N/A |
EUHY vs HBTA Drawdown Comparison
The maximum drawdown for EUHY was -32.46%, occurring on Sep 27, 2022. Recovery took 974 trading sessions.
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current EUHY drawdown is -0.46%. The current HBTA drawdown is -3.49%.
| Rank | EUHY | HBTA |
|---|---|---|
| #1 | -32.46% Jun 2, 2021 - Apr 17, 2025 | -26.73% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -26.73% Jan 26, 2018 - Nov 6, 2020 | -13.18% Jan 29, 2026 - Apr 15, 2026 |
| #3 | -24.07% May 7, 2014 - Jan 4, 2018 | -7.03% Oct 29, 2025 - Dec 24, 2025 |
| #4 | -9.41% Apr 9, 2012 - Sep 6, 2012 | -6.72% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -7.18% Jan 28, 2013 - Sep 18, 2013 | -3.71% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -3.71% Jan 6, 2021 - Apr 29, 2021 | -3.55% May 14, 2026 - May 26, 2026 |
| #7 | -3.50% Sep 16, 2025 - May 26, 2026 | -3.48% Jan 12, 2026 - Jan 29, 2026 |
| #8 | -2.92% Jul 23, 2025 - Aug 13, 2025 | -3.36% Jan 23, 2025 - Feb 14, 2025 |
| #9 | -2.77% Oct 24, 2013 - Dec 4, 2013 | -2.92% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -2.65% Jan 23, 2014 - Feb 14, 2014 | -2.46% Aug 14, 2025 - Aug 27, 2025 |
| #11 | -2.46% Oct 18, 2012 - Nov 23, 2012 | -1.76% Sep 22, 2025 - Oct 6, 2025 |
| #12 | -2.34% Sep 17, 2012 - Oct 16, 2012 | -1.66% Aug 28, 2025 - Sep 8, 2025 |
| #13 | -2.06% Apr 28, 2025 - May 21, 2025 | -1.60% Jul 3, 2025 - Jul 14, 2025 |
| #14 | -1.48% Dec 5, 2012 - Dec 14, 2012 | -1.48% Dec 26, 2025 - Jan 6, 2026 |
| #15 | -1.47% Mar 18, 2014 - Apr 9, 2014 | -1.05% Apr 17, 2026 - Apr 22, 2026 |
Correlation
Correlation between EUHY and HBTA is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2012 - 2026)
EUHY vs HBTA dividend yield comparison.
| Year | EUHY | HBTA |
|---|---|---|
| 2026 | 2.18% | 0.00% |
| 2025 | 3.56% | 0.64% |
| 2024 | 5.11% | 0.00% |
| 2023 | 3.38% | 0.00% |
| 2022 | 0.61% | 0.00% |
| 2021 | 3.07% | 0.00% |
| 2020 | 1.45% | 0.00% |
| 2019 | 1.19% | 0.00% |
| 2018 | 4.01% | 0.00% |
| 2017 | 0.69% | 0.00% |
| 2016 | 1.70% | 0.00% |
| 2015 | 3.24% | 0.00% |
| 2014 | 4.56% | 0.00% |
| 2013 | 5.02% | 0.00% |
| 2012 | 4.01% | 0.00% |
Select Stocks to Compare
Popular: EUHY vs SPYHBTA vs SPY
More Comparisons
Compare with similar stocks