HBTA vs MBS
Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and ANGEL OAK MORTGAGE-BACKED SECURITIES ETF (MBS, ETF).
HBTA vs MBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HBTA
$148M
MBS
$147M
Expense Ratio
HBTA
0.86%
Winner
MBS
0.49%
Max Drawdown
HBTA
26.73%
Winner
MBS
5.70%
Sharpe Ratio
Winner
HBTA
1.47
MBS
0.98
5Y Beta
HBTA
1.34
Winner
MBS
0.02
P/E Ratio
HBTA
32.27
MBS
N/A
Forward P/E
HBTA
24.21
MBS
N/A
PEG Ratio
HBTA
0.35
MBS
N/A
5Y EPS CAGR
HBTA
29.57%
MBS
N/A
Debt to Equity
HBTA
42.18%
MBS
N/A
P/S Ratio
HBTA
4.48
MBS
N/A
P/B Ratio
HBTA
7.24
MBS
N/A
HBTA vs MBS - Holdings Comparison
HBTA and MBS have 1 common holdings. Overlap is -6.59%
HBTA's top 25 holdings weight is 63.15%. MBS's top 25 holdings weight is 69.04%.
| Rank | HBTA | MBS |
|---|---|---|
| #1 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.83% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 6.34% |
| #2 | NVIDIA CORP (NVDA) - 8.36% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 6.33% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.74% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 5.59% |
| #4 | APPLE INC (AAPL) - 7.10% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 5.22% |
| #5 | BROADCOM INC (AVGO) - 4.43% | CASH OFFSET (n/a) - 4.86% |
| #6 | AMAZON.COM INC (AMZN) - 3.06% | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.06% |
| #7 | TESLA INC (TSLA) - 2.59% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.01% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.11% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 3.25% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.94% | JP MORGAN MORTGAGE TRUST 2.5% (n/a) - 2.62% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.71% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 2.58% |
| #11 | WALMART INC (WMT) - 1.65% | PRET 2025-RPL1 TRUST 4% (n/a) - 2.48% |
| #12 | ELI LILLY AND CO (LLY) - 1.65% | FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 2.36% |
| #13 | MICROSOFT CORP (MSFT) - 1.53% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.27% |
| #14 | INTEL CORP (INTC) - 1.17% | FIGRE TR 2025-HE5 FRN 6.36% (n/a) - 1.96% |
| #15 | EXXON MOBIL CORP (XOM) - 1.11% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.87% |
| #16 | CATERPILLAR INC (CAT) - 1.01% | PRPM LLC 2025-RCF1 4.5% (n/a) - 1.75% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.92% | n/a (n/a) - 1.61% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.86% | FIGRE TR 2025-HE1 6.59% (n/a) - 1.37% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.82% | n/a (n/a) - 1.33% |
| #20 | GE AEROSPACE (GE) - 0.81% | n/a (n/a) - 1.28% |
| #21 | n/a (PLTR) - 0.78% | PRET 2025-RPL2 TRUST 4% (n/a) - 1.26% |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 0.76% | SG RESIDENTIAL MORTGAGE TRUST 1.56% (n/a) - 1.21% |
| #23 | GE VERNOVA INC (GEV) - 0.74% | COLT 2022-3 MORTGAGE LOAN TRUST 4.2% (n/a) - 1.16% |
| #24 | ORACLE CORP (ORCL) - 0.74% | n/a (n/a) - 1.16% |
| #25 | MORGAN STANLEY (MS) - 0.73% | MFA 2021-INV2 TRUST 3.2% (n/a) - 1.11% |
| Total Holdings | 206 | 70 |
HBTA vs MBS - Historical Returns
Returns include dividend reinvestment.
1M
HBTA
-0.11%
Winner
MBS
+0.07%
3M
Winner
HBTA
+15.07%
MBS
-0.28%
6M
Winner
HBTA
+11.60%
MBS
+1.37%
1Y
Winner
HBTA
+32.40%
MBS
+6.31%
Max(CAGR)
Winner
HBTA
+18.76%
MBS
+6.38%
HBTA vs MBS - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | HBTA | MBS |
|---|---|---|
| 2026 | +10.52% | +0.91% |
| 2025 | +14.69% | +8.12% |
| 2024 | N/A | +5.78% |
HBTA vs MBS Drawdown Comparison
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for MBS was -4.09%, occurring on Jan 13, 2025. Recovery took 133 trading sessions.
The current HBTA drawdown is -3.70%. The current MBS drawdown is -1.23%.
| Rank | HBTA | MBS |
|---|---|---|
| #1 | -26.73% Feb 19, 2025 - Jul 3, 2025 | -4.09% Sep 20, 2024 - Apr 3, 2025 |
| #2 | -13.18% Jan 29, 2026 - Apr 15, 2026 | -2.82% Mar 11, 2024 - Jun 4, 2024 |
| #3 | -7.03% Oct 29, 2025 - Dec 24, 2025 | -2.54% Apr 4, 2025 - Aug 1, 2025 |
| #4 | -6.72% Jun 2, 2026 - Jun 10, 2026 | -2.20% Mar 2, 2026 - May 19, 2026 |
| #5 | -3.71% Oct 8, 2025 - Oct 20, 2025 | -1.12% Jun 6, 2024 - Jun 14, 2024 |
| #6 | -3.55% May 14, 2026 - May 26, 2026 | -0.85% Aug 5, 2024 - Aug 21, 2024 |
| #7 | -3.48% Jan 12, 2026 - Jan 29, 2026 | -0.77% Jan 9, 2026 - Feb 5, 2026 |
| #8 | -3.36% Jan 23, 2025 - Feb 14, 2025 | -0.75% Jun 25, 2024 - Jul 5, 2024 |
| #9 | -2.92% Jul 28, 2025 - Aug 8, 2025 | -0.74% Oct 28, 2025 - Nov 28, 2025 |
| #10 | -2.46% Aug 14, 2025 - Aug 27, 2025 | -0.65% Feb 20, 2024 - Feb 28, 2024 |
| #11 | -1.76% Sep 22, 2025 - Oct 6, 2025 | -0.53% Nov 28, 2025 - Dec 26, 2025 |
| #12 | -1.66% Aug 28, 2025 - Sep 8, 2025 | -0.48% Jul 8, 2024 - Jul 12, 2024 |
| #13 | -1.60% Jul 3, 2025 - Jul 14, 2025 | -0.45% Jul 17, 2024 - Jul 29, 2024 |
| #14 | -1.48% Dec 26, 2025 - Jan 6, 2026 | -0.40% Aug 21, 2024 - Aug 27, 2024 |
| #15 | -1.05% Apr 17, 2026 - Apr 22, 2026 | -0.34% Sep 17, 2025 - Sep 30, 2025 |
Correlation
Correlation between HBTA and MBS is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2024 - 2026)
HBTA vs MBS dividend yield comparison.
| Year | HBTA | MBS |
|---|---|---|
| 2026 | 0.00% | 2.26% |
| 2025 | 0.64% | 5.28% |
| 2024 | 0.00% | 4.52% |
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