HBTA vs HYXU

Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and iShares Inc. Euro High Yield Corporate Bond USD Hedged ETF (HYXU, ETF).

HBTA vs HYXU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HBTA(ETF)	HYXU(ETF)
Net Assets	$236M	$236M
Expense Ratio	0.86%	0.35%
Max Drawdown	26.73%	N/A
Sharpe Ratio	1.07	-0.99
5Y Beta	1.35	-0.00
P/E Ratio	33.38	N/A
Forward P/E	22.33	N/A
PEG Ratio	0.26	N/A
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

HYXU

$236M

Expense Ratio

HBTA

0.86%

Winner

HYXU

0.35%

Max Drawdown

HBTA

26.73%

HYXU

N/A

Sharpe Ratio

Winner

HBTA

1.07

HYXU

-0.99

5Y Beta

HBTA

1.35

Winner

HYXU

-0.00

P/E Ratio

HBTA

33.38

HYXU

N/A

Forward P/E

HBTA

22.33

HYXU

N/A

PEG Ratio

HBTA

0.26

HYXU

N/A

5Y EPS CAGR

HBTA

29.39%

HYXU

N/A

Debt to Equity

HBTA

41.96%

HYXU

N/A

P/S Ratio

HBTA

4.62

HYXU

N/A

P/B Ratio

HBTA

7.44

HYXU

N/A

HBTA vs HYXU - Historical Returns

Returns include dividend reinvestment.

Period	HBTA	HYXU
1 month	-1.68%	+0.39%
3 months	+7.48%	N/A
6 months	+10.65%	N/A
1 year	+24.37%	N/A
Max(CAGR)	+17.48%	+2.70%

HBTA

-1.68%

Winner

HYXU

+0.39%

HBTA

+7.48%

HYXU

N/A

HBTA

+10.65%

HYXU

N/A

HBTA

+24.37%

HYXU

N/A

Max(CAGR)

Winner

HBTA

+17.48%

HYXU

+2.70%

HBTA vs HYXU - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	HBTA	HYXU
2026	+10.76%	+0.39%
2025	+14.69%	N/A

HBTA vs HYXU Drawdown Comparison

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

The current HBTA drawdown is -3.49%.

Rank	HBTA	HYXU
#1	-26.73% Feb 19, 2025 - Jul 3, 2025	N/A
#2	-13.18% Jan 29, 2026 - Apr 15, 2026	N/A
#3	-7.03% Oct 29, 2025 - Dec 24, 2025	N/A
#4	-6.72% Jun 2, 2026 - Jun 10, 2026	N/A
#5	-3.71% Oct 8, 2025 - Oct 20, 2025	N/A
#6	-3.55% May 14, 2026 - May 26, 2026	N/A
#7	-3.48% Jan 12, 2026 - Jan 29, 2026	N/A
#8	-3.36% Jan 23, 2025 - Feb 14, 2025	N/A
#9	-2.92% Jul 28, 2025 - Aug 8, 2025	N/A
#10	-2.46% Aug 14, 2025 - Aug 27, 2025	N/A
#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 HYXU is -0.93 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.93

-101