HBTA vs FUMB
Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF).
HBTA vs FUMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HBTA
$247M
FUMB
$247M
Expense Ratio
HBTA
0.86%
Winner
FUMB
0.29%
Max Drawdown
HBTA
26.73%
Winner
FUMB
2.68%
Sharpe Ratio
Winner
HBTA
0.85
FUMB
-1.63
5Y Beta
HBTA
1.36
Winner
FUMB
-0.00
P/E Ratio
HBTA
29.86
FUMB
N/A
Forward P/E
HBTA
21.83
FUMB
N/A
PEG Ratio
HBTA
0.24
FUMB
N/A
5Y Dividends CAGR
HBTA
N/A
FUMB
36.84%
5Y EPS CAGR
HBTA
30.20%
FUMB
N/A
Debt to Equity
HBTA
36.38%
FUMB
N/A
P/S Ratio
HBTA
4.61
FUMB
N/A
P/B Ratio
HBTA
7.24
FUMB
N/A
HBTA vs FUMB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HBTA
+4.19%
FUMB
+0.19%
3M
HBTA
-1.68%
Winner
FUMB
+0.72%
6M
Winner
HBTA
+9.85%
FUMB
+1.05%
1Y
Winner
HBTA
+21.28%
FUMB
+2.48%
5Y(CAGR)
HBTA
N/A
FUMB
+2.08%
Max(CAGR)
Winner
HBTA
+16.36%
FUMB
+1.80%
HBTA vs FUMB - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | HBTA | FUMB |
|---|---|---|
| 2026 | +10.80% | +1.59% |
| 2025 | +14.69% | +2.89% |
| 2024 | N/A | +3.00% |
| 2023 | N/A | +2.97% |
| 2022 | N/A | +0.17% |
| 2021 | N/A | +0.33% |
| 2020 | N/A | +1.30% |
| 2019 | N/A | +2.01% |
| 2018 | N/A | +0.30% |
HBTA vs FUMB Drawdown Comparison
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for FUMB was -2.68%, occurring on Mar 20, 2020. Recovery took 13 trading sessions.
The current HBTA drawdown is -3.46%. The current FUMB drawdown is -0.05%.
| Rank | HBTA | FUMB |
|---|---|---|
| #1 | -26.73% Feb 19, 2025 - Jul 3, 2025 | -2.68% Mar 9, 2020 - Mar 26, 2020 |
| #2 | -13.18% Jan 29, 2026 - Apr 15, 2026 | -1.25% Aug 5, 2021 - Jan 10, 2023 |
| #3 | -11.66% Jun 2, 2026 - Jul 29, 2026 | -1.14% Mar 26, 2020 - Jul 30, 2020 |
| #4 | -7.03% Oct 29, 2025 - Dec 24, 2025 | -0.60% Apr 3, 2025 - May 15, 2025 |
| #5 | -3.71% Oct 8, 2025 - Oct 20, 2025 | -0.50% Dec 27, 2023 - Jan 30, 2024 |
| #6 | -3.55% May 14, 2026 - May 26, 2026 | -0.48% Aug 19, 2020 - Dec 3, 2020 |
| #7 | -3.48% Jan 12, 2026 - Jan 29, 2026 | -0.45% Dec 31, 2018 - Feb 25, 2019 |
| #8 | -3.36% Jan 23, 2025 - Feb 14, 2025 | -0.38% Jan 26, 2023 - Mar 10, 2023 |
| #9 | -2.92% Jul 28, 2025 - Aug 8, 2025 | -0.35% Nov 5, 2018 - Dec 3, 2018 |
| #10 | -2.46% Aug 14, 2025 - Aug 27, 2025 | -0.35% Dec 30, 2019 - Feb 3, 2020 |
| #11 | -1.76% Sep 22, 2025 - Oct 6, 2025 | -0.35% Feb 8, 2021 - Jun 14, 2021 |
| #12 | -1.66% Aug 28, 2025 - Sep 8, 2025 | -0.30% Aug 14, 2023 - Aug 22, 2023 |
| #13 | -1.60% Jul 3, 2025 - Jul 14, 2025 | -0.30% Feb 1, 2024 - Feb 22, 2024 |
| #14 | -1.48% Dec 26, 2025 - Jan 6, 2026 | -0.30% Dec 6, 2018 - Dec 21, 2018 |
| #15 | -1.05% Apr 17, 2026 - Apr 22, 2026 | -0.30% Jul 30, 2020 - Aug 7, 2020 |
Correlation
Correlation between HBTA and FUMB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2018 - 2026)
HBTA vs FUMB dividend yield comparison.
| Year | HBTA | FUMB |
|---|---|---|
| 2026 | 0.00% | 1.81% |
| 2025 | 0.64% | 2.90% |
| 2024 | 0.00% | 2.86% |
| 2023 | 0.00% | 2.24% |
| 2022 | 0.00% | 1.02% |
| 2021 | 0.00% | 0.43% |
| 2020 | 0.00% | 0.94% |
| 2019 | 0.00% | 1.74% |
| 2018 | 0.00% | 0.15% |
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