HBTA vs LGI

Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and Lazard Global Total Return and Income Fund Inc (LGI, ETF).

HBTA vs LGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HBTA(ETF)	LGI(ETF)
Net Assets	$236M	$238M
Expense Ratio	0.86%	N/A
Max Drawdown	26.73%	67.17%
Sharpe Ratio	1.07	1.04
5Y Beta	1.35	0.77
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	6.23%
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

HBTA

$236M

Winner

LGI

$238M

Expense Ratio

HBTA

0.86%

LGI

N/A

Max Drawdown

Winner

HBTA

26.73%

LGI

67.17%

Sharpe Ratio

Winner

HBTA

1.07

LGI

1.04

5Y Beta

HBTA

1.35

Winner

LGI

0.77

P/E Ratio

HBTA

33.38

LGI

N/A

Forward P/E

HBTA

22.33

LGI

N/A

PEG Ratio

HBTA

0.26

LGI

N/A

5Y Dividends CAGR

HBTA

N/A

LGI

6.23%

5Y EPS CAGR

HBTA

29.39%

LGI

N/A

Debt to Equity

HBTA

41.96%

LGI

N/A

P/S Ratio

HBTA

4.62

LGI

N/A

P/B Ratio

HBTA

7.44

LGI

N/A

HBTA vs LGI - Historical Returns

Returns include dividend reinvestment.

Period	HBTA	LGI
1 month	-1.68%	+2.60%
3 months	+7.48%	+8.14%
6 months	+10.65%	+6.86%
1 year	+24.37%	+21.13%
5 years(CAGR)	N/A	+7.46%
10 years(CAGR)	N/A	+13.23%
Max(CAGR)	+17.48%	+8.46%

HBTA

-1.68%

Winner

LGI

+2.60%

HBTA

+7.48%

Winner

LGI

+8.14%

Winner

HBTA

+10.65%

LGI

+6.86%

Winner

HBTA

+24.37%

LGI

+21.13%

5Y(CAGR)

HBTA

N/A

LGI

+7.46%

10Y(CAGR)

HBTA

N/A

LGI

+13.23%

Max(CAGR)

Winner

HBTA

+17.48%

LGI

+8.46%

HBTA vs LGI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	HBTA	LGI
2026	+10.76%	+12.04%
2025	+14.69%	+21.51%
2024	N/A	+15.23%
2023	N/A	+11.58%
2022	N/A	-21.14%
2021	N/A	+25.87%
2020	N/A	+16.65%
2019	N/A	+31.99%
2018	N/A	-10.66%
2017	N/A	+38.76%
2016	N/A	+15.48%
2015	N/A	-10.65%
2014	N/A	-2.44%
2013	N/A	+21.92%
2012	N/A	+21.19%
2011	N/A	-5.56%
2010	N/A	+7.57%
2009	N/A	+29.91%
2008	N/A	-42.31%
2007	N/A	+11.82%
2006	N/A	+34.42%
2005	N/A	+1.49%
2004	N/A	+0.25%

HBTA vs LGI Drawdown Comparison

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

The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.

The current HBTA drawdown is -3.49%. The current LGI drawdown is -3.13%.

Rank	HBTA	LGI
#1	-26.73% Feb 19, 2025 - Jul 3, 2025	-63.35% Dec 31, 2007 - Jan 4, 2013
#2	-13.18% Jan 29, 2026 - Apr 15, 2026	-42.90% Feb 19, 2020 - Sep 15, 2020
#3	-7.03% Oct 29, 2025 - Dec 24, 2025	-34.82% Jul 3, 2014 - Apr 24, 2017
#4	-6.72% Jun 2, 2026 - Jun 10, 2026	-32.83% Sep 3, 2021 - Aug 16, 2024
#5	-3.71% Oct 8, 2025 - Oct 20, 2025	-24.45% Mar 16, 2018 - Jun 20, 2019
#6	-3.55% May 14, 2026 - May 26, 2026	-21.93% Sep 27, 2024 - Jun 30, 2025
#7	-3.48% Jan 12, 2026 - Jan 29, 2026	-21.25% Feb 25, 2026 - Mar 30, 2026
#8	-3.36% Jan 23, 2025 - Feb 14, 2025	-18.75% May 10, 2004 - Dec 1, 2004
#9	-2.92% Jul 28, 2025 - Aug 8, 2025	-14.31% Jul 13, 2007 - Oct 5, 2007
#10	-2.46% Aug 14, 2025 - Aug 27, 2025	-13.89% May 20, 2013 - Dec 23, 2013
#11	-1.76% Sep 22, 2025 - Oct 6, 2025	-10.00% May 10, 2006 - Aug 15, 2006
#12	-1.66% Aug 28, 2025 - Sep 8, 2025	-9.74% Feb 26, 2007 - Apr 5, 2007
#13	-1.60% Jul 3, 2025 - Jul 14, 2025	-8.86% Jan 29, 2018 - Mar 12, 2018
#14	-1.48% Dec 26, 2025 - Jan 6, 2026	-8.25% Dec 26, 2013 - Mar 7, 2014
#15	-1.05% Apr 17, 2026 - Apr 22, 2026	-7.76% Sep 16, 2020 - Nov 9, 2020

Correlation

Correlation between HBTA and LGI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2004 - 2026)

HBTA vs LGI dividend yield comparison.

Year	HBTA	LGI
2026	0.00%	5.83%
2025	0.64%	10.09%
2024	0.00%	9.19%
2023	0.00%	7.32%
2022	0.00%	10.22%
2021	0.00%	9.77%
2020	0.00%	7.18%
2019	0.00%	6.44%
2018	0.00%	19.89%
2017	0.00%	5.45%
2016	0.00%	6.94%
2015	0.00%	8.51%
2014	0.00%	7.89%
2013	0.00%	6.18%
2012	0.00%	7.81%
2011	0.00%	7.86%
2010	0.00%	7.17%
2009	0.00%	6.69%
2008	0.00%	12.06%
2007	0.00%	7.12%
2006	0.00%	10.36%
2005	0.00%	6.74%
2004	0.00%	3.23%