HBTA vs EDGU
Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and 3EDGE DYNAMIC US EQUITY ETF (EDGU, ETF).
HBTA vs EDGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HBTA
$148M
EDGU
$148M
Expense Ratio
Winner
HBTA
0.86%
EDGU
0.91%
Max Drawdown
HBTA
26.73%
Winner
EDGU
17.65%
Sharpe Ratio
HBTA
1.47
Winner
EDGU
1.59
5Y Beta
HBTA
1.34
Winner
EDGU
0.87
P/E Ratio
HBTA
32.27
EDGU
N/A
Forward P/E
HBTA
24.21
EDGU
N/A
PEG Ratio
HBTA
0.35
EDGU
N/A
5Y EPS CAGR
HBTA
29.57%
EDGU
N/A
Debt to Equity
HBTA
42.18%
EDGU
N/A
P/S Ratio
HBTA
4.48
EDGU
N/A
P/B Ratio
HBTA
7.24
EDGU
N/A
HBTA vs EDGU - Holdings Comparison
HBTA and EDGU have 1 common holdings. Overlap is 0.40%
HBTA's top 25 holdings weight is 63.15%. EDGU's top 25 holdings weight is 100.01%.
| Rank | HBTA | EDGU |
|---|---|---|
| #1 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.83% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 25.43% |
| #2 | NVIDIA CORP (NVDA) - 8.36% | INVESCO QQQ TRUST (QQQ) - 23.87% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.74% | AVANTIS US SMALL CAP VALUE ETF (AVUV) - 14.33% |
| #4 | APPLE INC (AAPL) - 7.10% | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 6.33% |
| #5 | BROADCOM INC (AVGO) - 4.43% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 5.89% |
| #6 | AMAZON.COM INC (AMZN) - 3.06% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 4.98% |
| #7 | TESLA INC (TSLA) - 2.59% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 4.76% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.11% | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 4.22% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.94% | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 3.57% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.71% | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 2.77% |
| #11 | WALMART INC (WMT) - 1.65% | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 1.28% |
| #12 | ELI LILLY AND CO (LLY) - 1.65% | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 1.12% |
| #13 | MICROSOFT CORP (MSFT) - 1.53% | STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 1.02% |
| #14 | INTEL CORP (INTC) - 1.17% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.44% |
| #15 | EXXON MOBIL CORP (XOM) - 1.11% | N/A |
| #16 | CATERPILLAR INC (CAT) - 1.01% | N/A |
| #17 | LAM RESEARCH CORP (LRCX) - 0.92% | N/A |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.86% | N/A |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.82% | N/A |
| #20 | GE AEROSPACE (GE) - 0.81% | N/A |
| #21 | n/a (PLTR) - 0.78% | N/A |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 0.76% | N/A |
| #23 | GE VERNOVA INC (GEV) - 0.74% | N/A |
| #24 | ORACLE CORP (ORCL) - 0.74% | N/A |
| #25 | MORGAN STANLEY (MS) - 0.73% | N/A |
| Total Holdings | 206 | 14 |
HBTA vs EDGU - Historical Returns
Returns include dividend reinvestment.
1M
HBTA
-0.11%
Winner
EDGU
+2.75%
3M
Winner
HBTA
+15.07%
EDGU
+13.06%
6M
Winner
HBTA
+11.60%
EDGU
+11.39%
1Y
Winner
HBTA
+32.40%
EDGU
+25.04%
Max(CAGR)
Winner
HBTA
+18.76%
EDGU
+15.82%
HBTA vs EDGU - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | HBTA | EDGU |
|---|---|---|
| 2026 | +10.52% | +11.14% |
| 2025 | +14.69% | +15.03% |
| 2024 | N/A | +0.27% |
HBTA vs EDGU Drawdown Comparison
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for EDGU was -17.58%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The current HBTA drawdown is -3.70%. The current EDGU drawdown is -1.54%.
| Rank | HBTA | EDGU |
|---|---|---|
| #1 | -26.73% Feb 19, 2025 - Jul 3, 2025 | -17.58% Feb 19, 2025 - Jul 22, 2025 |
| #2 | -13.18% Jan 29, 2026 - Apr 15, 2026 | -7.08% Feb 9, 2026 - Apr 16, 2026 |
| #3 | -7.03% Oct 29, 2025 - Dec 24, 2025 | -6.25% Oct 28, 2025 - Jan 6, 2026 |
| #4 | -6.72% Jun 2, 2026 - Jun 10, 2026 | -5.90% Dec 4, 2024 - Feb 18, 2025 |
| #5 | -3.71% Oct 8, 2025 - Oct 20, 2025 | -4.27% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -3.55% May 14, 2026 - May 26, 2026 | -3.25% Oct 8, 2025 - Oct 24, 2025 |
| #7 | -3.48% Jan 12, 2026 - Jan 29, 2026 | -3.10% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -3.36% Jan 23, 2025 - Feb 14, 2025 | -2.44% Nov 11, 2024 - Nov 26, 2024 |
| #9 | -2.92% Jul 28, 2025 - Aug 8, 2025 | -2.37% Jul 25, 2025 - Aug 12, 2025 |
| #10 | -2.46% Aug 14, 2025 - Aug 27, 2025 | -2.17% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -1.76% Sep 22, 2025 - Oct 6, 2025 | -2.01% Feb 2, 2026 - Feb 6, 2026 |
| #12 | -1.66% Aug 28, 2025 - Sep 8, 2025 | -1.95% May 14, 2026 - May 22, 2026 |
| #13 | -1.60% Jul 3, 2025 - Jul 14, 2025 | -1.67% Aug 28, 2025 - Sep 9, 2025 |
| #14 | -1.48% Dec 26, 2025 - Jan 6, 2026 | -1.31% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -1.05% Apr 17, 2026 - Apr 22, 2026 | -1.27% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between HBTA and EDGU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2024 - 2026)
HBTA vs EDGU dividend yield comparison.
| Year | HBTA | EDGU |
|---|---|---|
| 2026 | 0.00% | 0.17% |
| 2025 | 0.64% | 0.61% |
| 2024 | 0.00% | 0.15% |
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