HBTA vs DGRE
Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF).
HBTA vs DGRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HBTA
$148M
Winner
DGRE
$149M
Expense Ratio
HBTA
0.86%
Winner
DGRE
0.32%
Max Drawdown
Winner
HBTA
26.73%
DGRE
40.04%
Sharpe Ratio
HBTA
1.47
Winner
DGRE
1.81
5Y Beta
HBTA
1.34
Winner
DGRE
0.82
P/E Ratio
HBTA
32.27
DGRE
N/A
Forward P/E
HBTA
24.21
DGRE
N/A
PEG Ratio
HBTA
0.35
DGRE
N/A
5Y Dividends CAGR
HBTA
N/A
DGRE
-1.04%
5Y EPS CAGR
HBTA
29.57%
DGRE
N/A
Debt to Equity
HBTA
42.18%
DGRE
N/A
P/S Ratio
HBTA
4.48
DGRE
N/A
P/B Ratio
HBTA
7.24
DGRE
N/A
HBTA vs DGRE - Holdings Comparison
HBTA and DGRE have 1 common holdings. Overlap is -0.56%
HBTA's top 25 holdings weight is 63.15%. DGRE's top 25 holdings weight is 51.02%.
| Rank | HBTA | DGRE |
|---|---|---|
| #1 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.83% | n/a (n/a) - 14.83% |
| #2 | NVIDIA CORP (NVDA) - 8.36% | SAMSUNG ELECTRONICS CO LTD (n/a) - 11.01% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.74% | SK HYNIX INC (n/a) - 2.25% |
| #4 | APPLE INC (AAPL) - 7.10% | MEDIATEK INC (n/a) - 2.08% |
| #5 | BROADCOM INC (AVGO) - 4.43% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.57% |
| #6 | AMAZON.COM INC (AMZN) - 3.06% | ACCTON TECHNOLOGY CORP (n/a) - 1.47% |
| #7 | TESLA INC (TSLA) - 2.59% | KGHM POLSKA MIEDZ SA (n/a) - 1.44% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.11% | n/a (n/a) - 1.29% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.94% | WIWYNN CORP ORDINARY SHARES (n/a) - 1.26% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.71% | YAGEO CORP (n/a) - 1.24% |
| #11 | WALMART INC (WMT) - 1.65% | n/a (n/a) - 1.20% |
| #12 | ELI LILLY AND CO (LLY) - 1.65% | LS ELECTRIC CO LTD (n/a) - 1.05% |
| #13 | MICROSOFT CORP (MSFT) - 1.53% | ORLEN SA (n/a) - 1.02% |
| #14 | INTEL CORP (INTC) - 1.17% | ASIA VITAL COMPONENTS CO LTD (n/a) - 1.01% |
| #15 | EXXON MOBIL CORP (XOM) - 1.11% | n/a (n/a) - 0.99% |
| #16 | CATERPILLAR INC (CAT) - 1.01% | VIBRA ENERGIA SA (n/a) - 0.98% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.92% | PKO BANK POLSKI SA (n/a) - 0.88% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.86% | BANCO DE CREDITO E INVERSIONES SA (n/a) - 0.81% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.82% | CELLTRION INC (n/a) - 0.80% |
| #20 | GE AEROSPACE (GE) - 0.81% | RELIANCE INDUSTRIES LTD (n/a) - 0.72% |
| #21 | n/a (PLTR) - 0.78% | QUANTA COMPUTER INC (n/a) - 0.70% |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 0.76% | SAMSUNG LIFE INSURANCE CO LTD (n/a) - 0.65% |
| #23 | GE VERNOVA INC (GEV) - 0.74% | SAMVARDHANA MOTHERSON INTERNATIONAL LTD (n/a) - 0.60% |
| #24 | ORACLE CORP (ORCL) - 0.74% | DELTA ELECTRONICS INC (n/a) - 0.59% |
| #25 | MORGAN STANLEY (MS) - 0.73% | BANK POLSKA KASA OPIEKI SA (n/a) - 0.58% |
| Total Holdings | 206 | 280 |
HBTA vs DGRE - Historical Returns
Returns include dividend reinvestment.
1M
HBTA
-0.11%
Winner
DGRE
+3.84%
3M
HBTA
+15.07%
Winner
DGRE
+21.62%
6M
HBTA
+11.60%
Winner
DGRE
+33.01%
1Y
HBTA
+32.40%
Winner
DGRE
+49.68%
5Y(CAGR)
HBTA
N/A
DGRE
+8.28%
10Y(CAGR)
HBTA
N/A
DGRE
+9.73%
Max(CAGR)
Winner
HBTA
+18.76%
DGRE
+6.18%
HBTA vs DGRE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | HBTA | DGRE |
|---|---|---|
| 2026 | +10.52% | +25.97% |
| 2025 | +14.69% | +26.37% |
| 2024 | N/A | +4.87% |
| 2023 | N/A | +17.95% |
| 2022 | N/A | -22.02% |
| 2021 | N/A | +2.08% |
| 2020 | N/A | +9.38% |
| 2019 | N/A | +20.74% |
| 2018 | N/A | -17.60% |
| 2017 | N/A | +32.71% |
| 2016 | N/A | +14.22% |
| 2015 | N/A | -16.52% |
| 2014 | N/A | +3.49% |
| 2013 | N/A | -2.41% |
HBTA vs DGRE Drawdown Comparison
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for DGRE was -36.95%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.
The current HBTA drawdown is -3.70%. The current DGRE drawdown is -3.05%.
| Rank | HBTA | DGRE |
|---|---|---|
| #1 | -26.73% Feb 19, 2025 - Jul 3, 2025 | -36.95% Jan 26, 2018 - Nov 24, 2020 |
| #2 | -13.18% Jan 29, 2026 - Apr 15, 2026 | -36.53% Sep 5, 2014 - Aug 24, 2017 |
| #3 | -7.03% Oct 29, 2025 - Dec 24, 2025 | -35.40% Feb 12, 2021 - Sep 24, 2024 |
| #4 | -6.72% Jun 2, 2026 - Jun 10, 2026 | -20.65% Sep 26, 2024 - Jul 3, 2025 |
| #5 | -3.71% Oct 8, 2025 - Oct 20, 2025 | -17.52% Oct 22, 2013 - Jun 9, 2014 |
| #6 | -3.55% May 14, 2026 - May 26, 2026 | -13.67% Feb 25, 2026 - Apr 17, 2026 |
| #7 | -3.48% Jan 12, 2026 - Jan 29, 2026 | -10.78% Aug 14, 2013 - Sep 18, 2013 |
| #8 | -3.36% Jan 23, 2025 - Feb 14, 2025 | -7.82% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -2.92% Jul 28, 2025 - Aug 8, 2025 | -7.13% Sep 18, 2013 - Oct 22, 2013 |
| #10 | -2.46% Aug 14, 2025 - Aug 27, 2025 | -6.19% May 8, 2026 - May 26, 2026 |
| #11 | -1.76% Sep 22, 2025 - Oct 6, 2025 | -5.64% Jan 21, 2021 - Feb 9, 2021 |
| #12 | -1.66% Aug 28, 2025 - Sep 8, 2025 | -4.96% Jul 24, 2014 - Aug 26, 2014 |
| #13 | -1.60% Jul 3, 2025 - Jul 14, 2025 | -3.87% Oct 13, 2017 - Dec 20, 2017 |
| #14 | -1.48% Dec 26, 2025 - Jan 6, 2026 | -3.86% Nov 3, 2025 - Dec 10, 2025 |
| #15 | -1.05% Apr 17, 2026 - Apr 22, 2026 | -3.49% Aug 2, 2013 - Aug 14, 2013 |
Correlation
Correlation between HBTA and DGRE is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2013 - 2026)
HBTA vs DGRE dividend yield comparison.
| Year | HBTA | DGRE |
|---|---|---|
| 2026 | 0.00% | 0.16% |
| 2025 | 0.64% | 1.65% |
| 2024 | 0.00% | 1.90% |
| 2023 | 0.00% | 2.22% |
| 2022 | 0.00% | 4.38% |
| 2021 | 0.00% | 2.56% |
| 2020 | 0.00% | 2.11% |
| 2019 | 0.00% | 2.32% |
| 2018 | 0.00% | 2.71% |
| 2017 | 0.00% | 3.12% |
| 2016 | 0.00% | 3.18% |
| 2015 | 0.00% | 3.01% |
| 2014 | 0.00% | 2.45% |
| 2013 | 0.00% | 0.57% |
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