HBTA vs FDIG
Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF (FDIG, ETF).
HBTA vs FDIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HBTA
$247M
Winner
FDIG
$248M
Expense Ratio
HBTA
0.86%
Winner
FDIG
0.39%
Max Drawdown
Winner
HBTA
26.73%
FDIG
58.32%
Sharpe Ratio
Winner
HBTA
0.85
FDIG
0.48
5Y Beta
Winner
HBTA
1.36
FDIG
2.13
P/E Ratio
HBTA
29.86
Winner
FDIG
-6.16
Forward P/E
Winner
HBTA
21.83
FDIG
26.20
PEG Ratio
HBTA
0.24
FDIG
N/A
5Y EPS CAGR
HBTA
30.20%
FDIG
N/A
Debt to Equity
Winner
HBTA
36.38%
FDIG
93.92%
P/S Ratio
HBTA
4.61
Winner
FDIG
0.20
P/B Ratio
HBTA
7.24
Winner
FDIG
2.44
HBTA vs FDIG - Holdings Comparison
HBTA and FDIG have 5 common holdings. Overlap is 0.53%
HBTA's top 25 holdings weight is 62.25%. FDIG's top 25 holdings weight is 72.06%.
| Rank | HBTA | FDIG |
|---|---|---|
| #1 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.03% | n/a (n/a) - 8.56% |
| #2 | NVIDIA CORP (NVDA) - 7.49% | n/a (COIN) - 4.95% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.01% | IREN LTD (IREN) - 3.95% |
| #4 | APPLE INC (AAPL) - 6.63% | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 3.95% |
| #5 | BROADCOM INC (AVGO) - 3.98% | BLOCK INC CLASS A (XYZ) - 3.68% |
| #6 | MICRON TECHNOLOGY INC (MU) - 3.15% | n/a (CRCL) - 3.61% |
| #7 | AMAZON.COM INC (AMZN) - 2.67% | APPLIED DIGITAL CORP (APLD) - 3.01% |
| #8 | TESLA INC (TSLA) - 2.57% | n/a (CHYM) - 2.77% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.16% | HUT 8 CORP (HUT) - 2.49% |
| #10 | ELI LILLY AND CO (LLY) - 1.85% | MARA HOLDINGS INC (MARA) - 2.47% |
| #11 | META PLATFORMS INC CLASS A (META) - 1.78% | TERAWULF INC (WULF) - 2.45% |
| #12 | WALMART INC (WMT) - 1.51% | CIPHER DIGITAL INC (CIFR) - 2.43% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.35% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.42% |
| #14 | INTEL CORP (INTC) - 1.35% | TOAST INC CLASS A (TOST) - 2.40% |
| #15 | MICROSOFT CORP (MSFT) - 1.33% | PAYPAL HOLDINGS INC (PYPL) - 2.34% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.28% | RIOT PLATFORMS INC (RIOT) - 2.33% |
| #17 | CATERPILLAR INC (CAT) - 1.25% | n/a (SHOP) - 2.26% |
| #18 | GE AEROSPACE (GE) - 0.98% | GLOBAL PAYMENTS INC (GPN) - 2.16% |
| #19 | EXXON MOBIL CORP (XOM) - 0.96% | CLEANSPARK INC (CLSK) - 2.11% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.93% | WEX INC (WEX) - 2.01% |
| #21 | KLA CORP (KLAC) - 0.91% | n/a (CORZ) - 2.01% |
| #22 | GE VERNOVA INC (GEV) - 0.85% | MASTERCARD INC CLASS A (MA) - 1.98% |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 0.77% | KLARNA GROUP PLC (KLAR) - 1.91% |
| #24 | MORGAN STANLEY (MS) - 0.76% | VISA INC CLASS A (V) - 1.91% |
| #25 | VISA INC CLASS A (V) - 0.70% | CORPAY INC (CPAY) - 1.90% |
| Total Holdings | 206 | 73 |
HBTA vs FDIG - Historical Returns
Returns include dividend reinvestment.
1M
HBTA
+4.19%
Winner
FDIG
+11.69%
3M
HBTA
-1.68%
Winner
FDIG
-0.14%
6M
HBTA
+9.85%
Winner
FDIG
+23.94%
1Y
Winner
HBTA
+21.28%
FDIG
+18.00%
5Y(CAGR)
HBTA
N/A
FDIG
+16.81%
Max(CAGR)
HBTA
+16.36%
Winner
FDIG
+16.81%
HBTA vs FDIG - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | HBTA | FDIG |
|---|---|---|
| 2026 | +10.80% | +13.06% |
| 2025 | +14.69% | +16.94% |
| 2024 | N/A | +23.05% |
| 2023 | N/A | +165.84% |
| 2022 | N/A | -56.18% |
HBTA vs FDIG Drawdown Comparison
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for FDIG was -58.32%, occurring on Dec 28, 2022. Recovery took 307 trading sessions.
The current HBTA drawdown is -3.46%. The current FDIG drawdown is -21.39%.
| Rank | HBTA | FDIG |
|---|---|---|
| #1 | -26.73% Feb 19, 2025 - Jul 3, 2025 | -58.32% Apr 21, 2022 - Jul 13, 2023 |
| #2 | -13.18% Jan 29, 2026 - Apr 15, 2026 | -49.67% Dec 6, 2024 - Sep 10, 2025 |
| #3 | -11.66% Jun 2, 2026 - Jul 29, 2026 | -46.72% Oct 15, 2025 - Mar 30, 2026 |
| #4 | -7.03% Oct 29, 2025 - Dec 24, 2025 | -42.76% Jul 13, 2023 - Dec 19, 2023 |
| #5 | -3.71% Oct 8, 2025 - Oct 20, 2025 | -38.04% Dec 27, 2023 - Jul 15, 2024 |
| #6 | -3.55% May 14, 2026 - May 26, 2026 | -33.16% Jul 16, 2024 - Nov 8, 2024 |
| #7 | -3.48% Jan 12, 2026 - Jan 29, 2026 | -12.92% Nov 11, 2024 - Dec 6, 2024 |
| #8 | -3.36% Jan 23, 2025 - Feb 14, 2025 | -6.03% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -2.92% Jul 28, 2025 - Aug 8, 2025 | -5.04% Oct 9, 2025 - Oct 14, 2025 |
| #10 | -2.46% Aug 14, 2025 - Aug 27, 2025 | -0.27% Oct 6, 2025 - Oct 8, 2025 |
| #11 | -1.76% Sep 22, 2025 - Oct 6, 2025 | N/A |
| #12 | -1.66% Aug 28, 2025 - Sep 8, 2025 | N/A |
| #13 | -1.60% Jul 3, 2025 - Jul 14, 2025 | N/A |
| #14 | -1.48% Dec 26, 2025 - Jan 6, 2026 | N/A |
| #15 | -1.05% Apr 17, 2026 - Apr 22, 2026 | N/A |
Correlation
Correlation between HBTA and FDIG is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2023 - 2026)
HBTA vs FDIG dividend yield comparison.
| Year | HBTA | FDIG |
|---|---|---|
| 2026 | 0.00% | 0.41% |
| 2025 | 0.64% | 1.14% |
| 2024 | 0.00% | 1.17% |
| 2023 | 0.00% | 0.18% |
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