HBTA vs EFFE
Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF).
HBTA vs EFFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HBTA
$148M
EFFE
$148M
Expense Ratio
HBTA
0.86%
Winner
EFFE
0.69%
Max Drawdown
Winner
HBTA
26.73%
EFFE
33.56%
Sharpe Ratio
Winner
HBTA
1.47
EFFE
1.19
5Y Beta
HBTA
1.34
Winner
EFFE
0.77
P/E Ratio
HBTA
32.27
EFFE
N/A
Forward P/E
HBTA
24.21
EFFE
N/A
PEG Ratio
HBTA
0.35
EFFE
N/A
5Y EPS CAGR
HBTA
29.57%
EFFE
N/A
Debt to Equity
HBTA
42.18%
EFFE
N/A
P/S Ratio
HBTA
4.48
EFFE
N/A
P/B Ratio
HBTA
7.24
EFFE
N/A
HBTA vs EFFE - Holdings Comparison
HBTA and EFFE have 1 common holdings. Overlap is -0.56%
HBTA's top 25 holdings weight is 63.15%. EFFE's top 25 holdings weight is 73.32%.
| Rank | HBTA | EFFE |
|---|---|---|
| #1 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.83% | LG ELECTRONICS INC (n/a) - 5.39% |
| #2 | NVIDIA CORP (NVDA) - 8.36% | SK HYNIX INC (n/a) - 4.97% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.74% | LENOVO GROUP LTD (n/a) - 4.95% |
| #4 | APPLE INC (AAPL) - 7.10% | ALCHIP TECHNOLOGIES LTD (n/a) - 3.74% |
| #5 | BROADCOM INC (AVGO) - 4.43% | ACCTON TECHNOLOGY CORP (n/a) - 3.68% |
| #6 | AMAZON.COM INC (AMZN) - 3.06% | WIWYNN CORP ORDINARY SHARES (n/a) - 3.55% |
| #7 | TESLA INC (TSLA) - 2.59% | KIA CORP (n/a) - 3.38% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.11% | WISTRON CORP (n/a) - 3.35% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.94% | n/a (n/a) - 3.31% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.71% | QUANTA COMPUTER INC (n/a) - 3.18% |
| #11 | WALMART INC (WMT) - 1.65% | XIAOMI CORP CLASS B (n/a) - 3.17% |
| #12 | ELI LILLY AND CO (LLY) - 1.65% | CMOC GROUP LTD CLASS A (n/a) - 2.98% |
| #13 | MICROSOFT CORP (MSFT) - 1.53% | SAMSUNG C&T CORP (n/a) - 2.55% |
| #14 | INTEL CORP (INTC) - 1.17% | KUNLUN ENERGY CO LTD (n/a) - 2.42% |
| #15 | EXXON MOBIL CORP (XOM) - 1.11% | n/a (n/a) - 2.40% |
| #16 | CATERPILLAR INC (CAT) - 1.01% | ASIAN PAINTS LTD (n/a) - 2.38% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.92% | BANK OF CHINA LTD CLASS H (n/a) - 2.33% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.86% | GIGABYTE TECHNOLOGY CO LTD (n/a) - 2.29% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.82% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.26% |
| #20 | GE AEROSPACE (GE) - 0.81% | TIM SA ORDINARY SHARES (n/a) - 2.06% |
| #21 | n/a (PLTR) - 0.78% | BHARTI AIRTEL LTD (n/a) - 1.93% |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 0.76% | OIL & NATURAL GAS CORP LTD (n/a) - 1.82% |
| #23 | GE VERNOVA INC (GEV) - 0.74% | VODACOM GROUP LTD (n/a) - 1.81% |
| #24 | ORACLE CORP (ORCL) - 0.74% | n/a (n/a) - 1.78% |
| #25 | MORGAN STANLEY (MS) - 0.73% | SAUDI ARABIAN OIL CO (n/a) - 1.64% |
| Total Holdings | 206 | 96 |
HBTA vs EFFE - Historical Returns
Returns include dividend reinvestment.
1M
HBTA
-0.11%
Winner
EFFE
+3.12%
3M
HBTA
+15.07%
Winner
EFFE
+19.54%
6M
HBTA
+11.60%
Winner
EFFE
+20.89%
1Y
Winner
HBTA
+32.40%
EFFE
+31.38%
5Y(CAGR)
HBTA
N/A
EFFE
+1.85%
10Y(CAGR)
HBTA
N/A
EFFE
+2.93%
Max(CAGR)
Winner
HBTA
+18.76%
EFFE
+2.45%
HBTA vs EFFE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HBTA | EFFE |
|---|---|---|
| 2026 | +10.52% | +18.83% |
| 2025 | +14.69% | +22.70% |
| 2024 | N/A | -0.84% |
| 2019 | N/A | +5.04% |
| 2018 | N/A | -4.76% |
| 2017 | N/A | +14.12% |
| 2016 | N/A | +11.36% |
| 2015 | N/A | -9.58% |
| 2014 | N/A | +4.43% |
HBTA vs EFFE Drawdown Comparison
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The current HBTA drawdown is -3.70%. The current EFFE drawdown is -6.46%.
| Rank | HBTA | EFFE |
|---|---|---|
| #1 | -26.73% Feb 19, 2025 - Jul 3, 2025 | -32.35% Jan 26, 2018 - May 5, 2026 |
| #2 | -13.18% Jan 29, 2026 - Apr 15, 2026 | -15.96% Mar 23, 2015 - Apr 25, 2017 |
| #3 | -7.03% Oct 29, 2025 - Dec 24, 2025 | -10.21% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -6.72% Jun 2, 2026 - Jun 10, 2026 | -7.24% May 14, 2026 - May 26, 2026 |
| #5 | -3.71% Oct 8, 2025 - Oct 20, 2025 | -5.27% Sep 11, 2017 - Dec 26, 2017 |
| #6 | -3.55% May 14, 2026 - May 26, 2026 | -3.55% Nov 26, 2014 - Dec 22, 2014 |
| #7 | -3.48% Jan 12, 2026 - Jan 29, 2026 | -3.47% Feb 5, 2015 - Mar 18, 2015 |
| #8 | -3.36% Jan 23, 2025 - Feb 14, 2025 | -1.84% Apr 26, 2017 - May 30, 2017 |
| #9 | -2.92% Jul 28, 2025 - Aug 8, 2025 | -1.63% May 11, 2026 - May 14, 2026 |
| #10 | -2.46% Aug 14, 2025 - Aug 27, 2025 | -1.48% Jun 19, 2017 - Jul 14, 2017 |
| #11 | -1.76% Sep 22, 2025 - Oct 6, 2025 | -1.41% May 26, 2026 - May 29, 2026 |
| #12 | -1.66% Aug 28, 2025 - Sep 8, 2025 | -1.31% Dec 28, 2017 - Jan 5, 2018 |
| #13 | -1.60% Jul 3, 2025 - Jul 14, 2025 | -1.20% May 6, 2026 - May 8, 2026 |
| #14 | -1.48% Dec 26, 2025 - Jan 6, 2026 | -0.85% Dec 29, 2014 - Jan 8, 2015 |
| #15 | -1.05% Apr 17, 2026 - Apr 22, 2026 | -0.81% Jan 16, 2018 - Jan 23, 2018 |
Correlation
Correlation between HBTA and EFFE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2014 - 2025)
HBTA vs EFFE dividend yield comparison.
| Year | HBTA | EFFE |
|---|---|---|
| 2025 | 0.64% | 4.69% |
| 2018 | 0.00% | 1.82% |
| 2017 | 0.00% | 3.90% |
| 2016 | 0.00% | 1.76% |
| 2015 | 0.00% | 4.68% |
| 2014 | 0.00% | 0.61% |
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