FUMB vs HBTA
Comparison between FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF) and HORIZON EXPEDITION PLUS ETF (HBTA, ETF).
FUMB vs HBTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FUMB
$247M
Winner
HBTA
$247M
Expense Ratio
Winner
FUMB
0.29%
HBTA
0.86%
Max Drawdown
Winner
FUMB
2.68%
HBTA
26.73%
Sharpe Ratio
FUMB
-1.63
Winner
HBTA
0.85
5Y Beta
Winner
FUMB
-0.00
HBTA
1.36
P/E Ratio
FUMB
N/A
HBTA
29.86
Forward P/E
FUMB
N/A
HBTA
21.83
PEG Ratio
FUMB
N/A
HBTA
0.24
5Y Dividends CAGR
FUMB
36.84%
HBTA
N/A
5Y EPS CAGR
FUMB
N/A
HBTA
30.20%
Debt to Equity
FUMB
N/A
HBTA
36.38%
P/S Ratio
FUMB
N/A
HBTA
4.61
P/B Ratio
FUMB
N/A
HBTA
7.24
FUMB vs HBTA - Historical Returns
Returns include dividend reinvestment.
1M
FUMB
+0.19%
Winner
HBTA
+4.19%
3M
Winner
FUMB
+0.72%
HBTA
-1.68%
6M
FUMB
+1.05%
Winner
HBTA
+9.85%
1Y
FUMB
+2.48%
Winner
HBTA
+21.28%
5Y(CAGR)
FUMB
+2.08%
HBTA
N/A
Max(CAGR)
FUMB
+1.80%
Winner
HBTA
+16.36%
FUMB vs HBTA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | FUMB | HBTA |
|---|---|---|
| 2026 | +1.59% | +10.80% |
| 2025 | +2.89% | +14.69% |
| 2024 | +3.00% | N/A |
| 2023 | +2.97% | N/A |
| 2022 | +0.17% | N/A |
| 2021 | +0.33% | N/A |
| 2020 | +1.30% | N/A |
| 2019 | +2.01% | N/A |
| 2018 | +0.30% | N/A |
FUMB vs HBTA Drawdown Comparison
The maximum drawdown for FUMB was -2.68%, occurring on Mar 20, 2020. Recovery took 13 trading sessions.
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current FUMB drawdown is -0.05%. The current HBTA drawdown is -3.46%.
| Rank | FUMB | HBTA |
|---|---|---|
| #1 | -2.68% Mar 9, 2020 - Mar 26, 2020 | -26.73% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -1.25% Aug 5, 2021 - Jan 10, 2023 | -13.18% Jan 29, 2026 - Apr 15, 2026 |
| #3 | -1.14% Mar 26, 2020 - Jul 30, 2020 | -11.66% Jun 2, 2026 - Jul 29, 2026 |
| #4 | -0.60% Apr 3, 2025 - May 15, 2025 | -7.03% Oct 29, 2025 - Dec 24, 2025 |
| #5 | -0.50% Dec 27, 2023 - Jan 30, 2024 | -3.71% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -0.48% Aug 19, 2020 - Dec 3, 2020 | -3.55% May 14, 2026 - May 26, 2026 |
| #7 | -0.45% Dec 31, 2018 - Feb 25, 2019 | -3.48% Jan 12, 2026 - Jan 29, 2026 |
| #8 | -0.38% Jan 26, 2023 - Mar 10, 2023 | -3.36% Jan 23, 2025 - Feb 14, 2025 |
| #9 | -0.35% Nov 5, 2018 - Dec 3, 2018 | -2.92% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -0.35% Dec 30, 2019 - Feb 3, 2020 | -2.46% Aug 14, 2025 - Aug 27, 2025 |
| #11 | -0.35% Feb 8, 2021 - Jun 14, 2021 | -1.76% Sep 22, 2025 - Oct 6, 2025 |
| #12 | -0.30% Aug 14, 2023 - Aug 22, 2023 | -1.66% Aug 28, 2025 - Sep 8, 2025 |
| #13 | -0.30% Feb 1, 2024 - Feb 22, 2024 | -1.60% Jul 3, 2025 - Jul 14, 2025 |
| #14 | -0.30% Dec 6, 2018 - Dec 21, 2018 | -1.48% Dec 26, 2025 - Jan 6, 2026 |
| #15 | -0.30% Jul 30, 2020 - Aug 7, 2020 | -1.05% Apr 17, 2026 - Apr 22, 2026 |
Correlation
Correlation between FUMB and HBTA is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2018 - 2026)
FUMB vs HBTA dividend yield comparison.
| Year | FUMB | HBTA |
|---|---|---|
| 2026 | 1.81% | 0.00% |
| 2025 | 2.90% | 0.64% |
| 2024 | 2.86% | 0.00% |
| 2023 | 2.24% | 0.00% |
| 2022 | 1.02% | 0.00% |
| 2021 | 0.43% | 0.00% |
| 2020 | 0.94% | 0.00% |
| 2019 | 1.74% | 0.00% |
| 2018 | 0.15% | 0.00% |
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