HBTA vs XPAY
Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and ROUNDHILL S&P 500 TARGET 20 MANAGED DISTRIBUTION ETF (XPAY, ETF).
HBTA vs XPAY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HBTA vs XPAY - Holdings Comparison
HBTA and XPAY have 1 common holdings. Overlap is 0.40%
HBTA's top 25 holdings weight is 63.15%. XPAY's top 25 holdings weight is 6.15%.
| Rank | HBTA | XPAY |
|---|---|---|
| #1 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.83% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 6.15% |
| #2 | NVIDIA CORP (NVDA) - 8.36% | N/A |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.74% | N/A |
| #4 | APPLE INC (AAPL) - 7.10% | N/A |
| #5 | BROADCOM INC (AVGO) - 4.43% | N/A |
| #6 | AMAZON.COM INC (AMZN) - 3.06% | N/A |
| #7 | TESLA INC (TSLA) - 2.59% | N/A |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.11% | N/A |
| #9 | META PLATFORMS INC CLASS A (META) - 1.94% | N/A |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.71% | N/A |
| #11 | WALMART INC (WMT) - 1.65% | N/A |
| #12 | ELI LILLY AND CO (LLY) - 1.65% | N/A |
| #13 | MICROSOFT CORP (MSFT) - 1.53% | N/A |
| #14 | INTEL CORP (INTC) - 1.17% | N/A |
| #15 | EXXON MOBIL CORP (XOM) - 1.11% | N/A |
| #16 | CATERPILLAR INC (CAT) - 1.01% | N/A |
| #17 | LAM RESEARCH CORP (LRCX) - 0.92% | N/A |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.86% | N/A |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.82% | N/A |
| #20 | GE AEROSPACE (GE) - 0.81% | N/A |
| #21 | n/a (PLTR) - 0.78% | N/A |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 0.76% | N/A |
| #23 | GE VERNOVA INC (GEV) - 0.74% | N/A |
| #24 | ORACLE CORP (ORCL) - 0.74% | N/A |
| #25 | MORGAN STANLEY (MS) - 0.73% | N/A |
| Total Holdings | 206 | 1 |
HBTA vs XPAY - Historical Returns
Returns include dividend reinvestment.
HBTA vs XPAY - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | HBTA | XPAY |
|---|---|---|
| 2026 | +10.52% | +8.41% |
| 2025 | +14.69% | +16.85% |
| 2024 | N/A | +3.12% |
HBTA vs XPAY Drawdown Comparison
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for XPAY was -18.21%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current HBTA drawdown is -3.70%. The current XPAY drawdown is -2.59%.
| Rank | HBTA | XPAY |
|---|---|---|
| #1 | -26.73% Feb 19, 2025 - Jul 3, 2025 | -18.21% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -13.18% Jan 29, 2026 - Apr 15, 2026 | -9.33% Jan 28, 2026 - Apr 15, 2026 |
| #3 | -7.03% Oct 29, 2025 - Dec 24, 2025 | -5.03% Oct 28, 2025 - Dec 11, 2025 |
| #4 | -6.72% Jun 2, 2026 - Jun 10, 2026 | -4.40% Dec 6, 2024 - Jan 23, 2025 |
| #5 | -3.71% Oct 8, 2025 - Oct 20, 2025 | -4.34% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -3.55% May 14, 2026 - May 26, 2026 | -2.87% Oct 8, 2025 - Oct 24, 2025 |
| #7 | -3.48% Jan 12, 2026 - Jan 29, 2026 | -2.68% Dec 11, 2025 - Dec 24, 2025 |
| #8 | -3.36% Jan 23, 2025 - Feb 14, 2025 | -2.56% Jan 12, 2026 - Jan 27, 2026 |
| #9 | -2.92% Jul 28, 2025 - Aug 8, 2025 | -2.41% Jul 25, 2025 - Aug 12, 2025 |
| #10 | -2.46% Aug 14, 2025 - Aug 27, 2025 | -2.35% Nov 11, 2024 - Nov 26, 2024 |
| #11 | -1.76% Sep 22, 2025 - Oct 6, 2025 | -2.00% Jan 23, 2025 - Feb 19, 2025 |
| #12 | -1.66% Aug 28, 2025 - Sep 8, 2025 | -1.84% May 14, 2026 - May 26, 2026 |
| #13 | -1.60% Jul 3, 2025 - Jul 14, 2025 | -1.52% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -1.48% Dec 26, 2025 - Jan 6, 2026 | -1.40% Aug 28, 2025 - Sep 9, 2025 |
| #15 | -1.05% Apr 17, 2026 - Apr 22, 2026 | -1.38% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between HBTA and XPAY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2024 - 2026)
HBTA vs XPAY dividend yield comparison.
| Year | HBTA | XPAY |
|---|---|---|
| 2026 | 0.00% | 10.21% |
| 2025 | 0.64% | 21.21% |
| 2024 | 0.00% | 3.40% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks