HBTA vs EUHY

Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and ISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF (EUHY, ETF).

HBTA vs EUHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HBTA(ETF)	EUHY(ETF)
Net Assets	$236M	$236M
Expense Ratio	0.86%	0.35%
Max Drawdown	26.73%	36.32%
Sharpe Ratio	1.07	0.07
5Y Beta	1.35	0.13
P/E Ratio	33.38	N/A
Forward P/E	22.33	N/A
PEG Ratio	0.26	N/A
5Y Dividends CAGR	N/A	30.21%
5Y EPS CAGR	29.39%	N/A
Debt to Equity	41.96%	N/A
P/S Ratio	4.62	N/A
P/B Ratio	7.44	N/A

Net Assets

Winner

HBTA

$236M

EUHY

$236M

Expense Ratio

HBTA

0.86%

Winner

EUHY

0.35%

Max Drawdown

Winner

HBTA

26.73%

EUHY

36.32%

Sharpe Ratio

Winner

HBTA

1.07

EUHY

0.07

5Y Beta

HBTA

1.35

Winner

EUHY

0.13

P/E Ratio

HBTA

33.38

EUHY

N/A

Forward P/E

HBTA

22.33

EUHY

N/A

PEG Ratio

HBTA

0.26

EUHY

N/A

5Y Dividends CAGR

HBTA

N/A

EUHY

30.21%

5Y EPS CAGR

HBTA

29.39%

EUHY

N/A

Debt to Equity

HBTA

41.96%

EUHY

N/A

P/S Ratio

HBTA

4.62

EUHY

N/A

P/B Ratio

HBTA

7.44

EUHY

N/A

HBTA vs EUHY - Historical Returns

Returns include dividend reinvestment.

Period	HBTA	EUHY
1 month	-1.68%	+0.04%
3 months	+7.48%	+1.74%
6 months	+10.65%	+1.70%
1 year	+24.37%	+3.40%
5 years(CAGR)	N/A	+2.70%
10 years(CAGR)	N/A	+3.98%
Max(CAGR)	+17.48%	+3.59%

HBTA

-1.68%

Winner

EUHY

+0.04%

Winner

HBTA

+7.48%

EUHY

+1.74%

Winner

HBTA

+10.65%

EUHY

+1.70%

Winner

HBTA

+24.37%

EUHY

+3.40%

5Y(CAGR)

HBTA

N/A

EUHY

+2.70%

10Y(CAGR)

HBTA

N/A

EUHY

+3.98%

Max(CAGR)

Winner

HBTA

+17.48%

EUHY

+3.59%

HBTA vs EUHY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HBTA	EUHY
2026	+10.76%	+2.46%
2025	+14.69%	+18.46%
2024	N/A	+0.84%
2023	N/A	+16.65%
2022	N/A	-14.78%
2021	N/A	-4.26%
2020	N/A	+10.98%
2019	N/A	+9.72%
2018	N/A	-8.49%
2017	N/A	+21.18%
2016	N/A	+5.30%
2015	N/A	-9.35%
2014	N/A	-8.11%
2013	N/A	+12.23%
2012	N/A	+13.24%

HBTA vs EUHY Drawdown Comparison

The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The maximum drawdown for EUHY was -32.46%, occurring on Sep 27, 2022. Recovery took 974 trading sessions.

The current HBTA drawdown is -3.49%. The current EUHY drawdown is -0.46%.

Rank	HBTA	EUHY
#1	-26.73% Feb 19, 2025 - Jul 3, 2025	-32.46% Jun 2, 2021 - Apr 17, 2025
#2	-13.18% Jan 29, 2026 - Apr 15, 2026	-26.73% Jan 26, 2018 - Nov 6, 2020
#3	-7.03% Oct 29, 2025 - Dec 24, 2025	-24.07% May 7, 2014 - Jan 4, 2018
#4	-6.72% Jun 2, 2026 - Jun 10, 2026	-9.41% Apr 9, 2012 - Sep 6, 2012
#5	-3.71% Oct 8, 2025 - Oct 20, 2025	-7.18% Jan 28, 2013 - Sep 18, 2013
#6	-3.55% May 14, 2026 - May 26, 2026	-3.71% Jan 6, 2021 - Apr 29, 2021
#7	-3.48% Jan 12, 2026 - Jan 29, 2026	-3.50% Sep 16, 2025 - May 26, 2026
#8	-3.36% Jan 23, 2025 - Feb 14, 2025	-2.92% Jul 23, 2025 - Aug 13, 2025
#9	-2.92% Jul 28, 2025 - Aug 8, 2025	-2.77% Oct 24, 2013 - Dec 4, 2013
#10	-2.46% Aug 14, 2025 - Aug 27, 2025	-2.65% Jan 23, 2014 - Feb 14, 2014
#11	-1.76% Sep 22, 2025 - Oct 6, 2025	-2.46% Oct 18, 2012 - Nov 23, 2012
#12	-1.66% Aug 28, 2025 - Sep 8, 2025	-2.34% Sep 17, 2012 - Oct 16, 2012
#13	-1.60% Jul 3, 2025 - Jul 14, 2025	-2.06% Apr 28, 2025 - May 21, 2025
#14	-1.48% Dec 26, 2025 - Jan 6, 2026	-1.48% Dec 5, 2012 - Dec 14, 2012
#15	-1.05% Apr 17, 2026 - Apr 22, 2026	-1.47% Mar 18, 2014 - Apr 9, 2014

Correlation

Correlation between HBTA and EUHY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2012 - 2026)

HBTA vs EUHY dividend yield comparison.

Year	HBTA	EUHY
2026	0.00%	2.18%
2025	0.64%	3.56%
2024	0.00%	5.11%
2023	0.00%	3.38%
2022	0.00%	0.61%
2021	0.00%	3.07%
2020	0.00%	1.45%
2019	0.00%	1.19%
2018	0.00%	4.01%
2017	0.00%	0.69%
2016	0.00%	1.70%
2015	0.00%	3.24%
2014	0.00%	4.56%
2013	0.00%	5.02%
2012	0.00%	4.01%