HBTA vs BRIF
Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and FIS Bright Portfolios Focused Equity ETF (BRIF, ETF).
HBTA vs BRIF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HBTA
$148M
BRIF
$147M
Expense Ratio
HBTA
0.86%
Winner
BRIF
0.65%
Max Drawdown
HBTA
26.73%
Winner
BRIF
17.22%
Sharpe Ratio
HBTA
1.47
Winner
BRIF
2.11
5Y Beta
HBTA
1.34
Winner
BRIF
0.92
P/E Ratio
Winner
HBTA
32.27
BRIF
32.60
Forward P/E
HBTA
24.21
Winner
BRIF
23.13
PEG Ratio
HBTA
0.35
Winner
BRIF
0.29
5Y EPS CAGR
Winner
HBTA
29.57%
BRIF
29.14%
Debt to Equity
HBTA
42.18%
BRIF
N/A
P/S Ratio
HBTA
4.48
Winner
BRIF
3.85
P/B Ratio
HBTA
7.24
Winner
BRIF
6.89
HBTA vs BRIF - Holdings Comparison
HBTA and BRIF have 31 common holdings. Overlap is 27.37%
HBTA's top 25 holdings weight is 63.15%. BRIF's top 25 holdings weight is 74.35%.
| Rank | HBTA | BRIF |
|---|---|---|
| #1 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.83% | NVIDIA CORP (NVDA) - 8.17% |
| #2 | NVIDIA CORP (NVDA) - 8.36% | BROADCOM INC (AVGO) - 6.56% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.74% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 4.93% |
| #4 | APPLE INC (AAPL) - 7.10% | ELI LILLY AND CO (LLY) - 4.40% |
| #5 | BROADCOM INC (AVGO) - 4.43% | PALO ALTO NETWORKS INC (PANW) - 4.33% |
| #6 | AMAZON.COM INC (AMZN) - 3.06% | ARISTA NETWORKS INC (ANET) - 4.09% |
| #7 | TESLA INC (TSLA) - 2.59% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 3.76% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.11% | CISCO SYSTEMS INC (CSCO) - 3.26% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.94% | CUMMINS INC (CMI) - 3.25% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.71% | LINDE PLC (LIN) - 2.82% |
| #11 | WALMART INC (WMT) - 1.65% | TJX COMPANIES INC (TJX) - 2.62% |
| #12 | ELI LILLY AND CO (LLY) - 1.65% | ABBVIE INC (ABBV) - 2.41% |
| #13 | MICROSOFT CORP (MSFT) - 1.53% | MICRON TECHNOLOGY INC (MU) - 2.30% |
| #14 | INTEL CORP (INTC) - 1.17% | EATON CORP PLC (ETN) - 2.14% |
| #15 | EXXON MOBIL CORP (XOM) - 1.11% | ADVANCED MICRO DEVICES INC (AMD) - 2.06% |
| #16 | CATERPILLAR INC (CAT) - 1.01% | QNITY ELECTRONICS INC (Q) - 2.04% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.92% | MOODYS CORP (MCO) - 1.84% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.86% | NUCOR CORP (NUE) - 1.82% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.82% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.75% |
| #20 | GE AEROSPACE (GE) - 0.81% | ALLSTATE CORP (ALL) - 1.74% |
| #21 | n/a (PLTR) - 0.78% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.66% |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 0.76% | WASTE MANAGEMENT INC (WM) - 1.65% |
| #23 | GE VERNOVA INC (GEV) - 0.74% | DUPONT DE NEMOURS INC (DD) - 1.65% |
| #24 | ORACLE CORP (ORCL) - 0.74% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.57% |
| #25 | MORGAN STANLEY (MS) - 0.73% | CATERPILLAR INC (CAT) - 1.53% |
| Total Holdings | 206 | 49 |
HBTA vs BRIF - Historical Returns
Returns include dividend reinvestment.
1M
HBTA
-0.11%
Winner
BRIF
+4.97%
3M
HBTA
+15.07%
Winner
BRIF
+16.98%
6M
HBTA
+11.60%
Winner
BRIF
+19.21%
1Y
HBTA
+32.40%
Winner
BRIF
+57.39%
Max(CAGR)
HBTA
+18.76%
Winner
BRIF
+41.36%
HBTA vs BRIF - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | HBTA | BRIF |
|---|---|---|
| 2026 | +10.52% | +19.17% |
| 2025 | +14.69% | +40.27% |
| 2024 | N/A | -0.41% |
HBTA vs BRIF Drawdown Comparison
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for BRIF was -17.22%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.
The current HBTA drawdown is -3.70%. The current BRIF drawdown is -2.88%.
| Rank | HBTA | BRIF |
|---|---|---|
| #1 | -26.73% Feb 19, 2025 - Jul 3, 2025 | -17.22% Feb 13, 2025 - Jun 12, 2025 |
| #2 | -13.18% Jan 29, 2026 - Apr 15, 2026 | -6.60% Mar 2, 2026 - Apr 8, 2026 |
| #3 | -7.03% Oct 29, 2025 - Dec 24, 2025 | -5.65% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -6.72% Jun 2, 2026 - Jun 10, 2026 | -4.07% Nov 12, 2025 - Jan 28, 2026 |
| #5 | -3.71% Oct 8, 2025 - Oct 20, 2025 | -3.32% Jan 28, 2026 - Feb 9, 2026 |
| #6 | -3.55% May 14, 2026 - May 26, 2026 | -3.28% Dec 26, 2024 - Jan 21, 2025 |
| #7 | -3.48% Jan 12, 2026 - Jan 29, 2026 | -2.94% Jan 23, 2025 - Feb 10, 2025 |
| #8 | -3.36% Jan 23, 2025 - Feb 14, 2025 | -2.76% May 14, 2026 - May 22, 2026 |
| #9 | -2.92% Jul 28, 2025 - Aug 8, 2025 | -2.53% Oct 8, 2025 - Oct 27, 2025 |
| #10 | -2.46% Aug 14, 2025 - Aug 27, 2025 | -2.39% Jul 28, 2025 - Aug 26, 2025 |
| #11 | -1.76% Sep 22, 2025 - Oct 6, 2025 | -2.31% Oct 29, 2025 - Nov 12, 2025 |
| #12 | -1.66% Aug 28, 2025 - Sep 8, 2025 | -1.69% Aug 28, 2025 - Sep 9, 2025 |
| #13 | -1.60% Jul 3, 2025 - Jul 14, 2025 | -1.55% Apr 27, 2026 - Apr 30, 2026 |
| #14 | -1.48% Dec 26, 2025 - Jan 6, 2026 | -1.47% Jun 12, 2025 - Jun 24, 2025 |
| #15 | -1.05% Apr 17, 2026 - Apr 22, 2026 | -1.37% Feb 11, 2026 - Feb 25, 2026 |
Correlation
Correlation between HBTA and BRIF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2025)
HBTA vs BRIF dividend yield comparison.
| Year | HBTA | BRIF |
|---|---|---|
| 2025 | 0.64% | 17.03% |
| 2024 | 0.00% | 0.04% |
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