HBTA vs XSLV
Comparison between HORIZON EXPEDITION PLUS ETF (HBTA, ETF) and INVESCO S&P SMALLCAP LOW VOLATILITY ETF (XSLV, ETF).
HBTA vs XSLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HBTA
$247M
XSLV
$246M
Expense Ratio
HBTA
0.86%
Winner
XSLV
0.25%
Max Drawdown
Winner
HBTA
26.73%
XSLV
45.26%
Sharpe Ratio
Winner
HBTA
0.85
XSLV
0.76
5Y Beta
HBTA
1.36
Winner
XSLV
0.54
P/E Ratio
HBTA
29.86
Winner
XSLV
17.63
Forward P/E
HBTA
21.83
Winner
XSLV
15.86
PEG Ratio
HBTA
0.24
XSLV
N/A
5Y Dividends CAGR
HBTA
N/A
XSLV
11.21%
5Y EPS CAGR
Winner
HBTA
30.20%
XSLV
6.52%
Debt to Equity
Winner
HBTA
36.38%
XSLV
45.11%
P/S Ratio
HBTA
4.61
Winner
XSLV
1.71
P/B Ratio
HBTA
7.24
Winner
XSLV
1.53
HBTA vs XSLV - Holdings Comparison
HBTA and XSLV have 1 common holdings. Overlap is -0.81%
HBTA's top 25 holdings weight is 62.25%. XSLV's top 25 holdings weight is 27.90%.
| Rank | HBTA | XSLV |
|---|---|---|
| #1 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.03% | FIRST BANCORP (FBP) - 1.67% |
| #2 | NVIDIA CORP (NVDA) - 7.49% | n/a (PECO) - 1.32% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.01% | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 1.23% |
| #4 | APPLE INC (AAPL) - 6.63% | LTC PROPERTIES INC (LTC) - 1.20% |
| #5 | BROADCOM INC (AVGO) - 3.98% | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.20% |
| #6 | MICRON TECHNOLOGY INC (MU) - 3.15% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 1.16% |
| #7 | AMAZON.COM INC (AMZN) - 2.67% | AVISTA CORP (AVA) - 1.13% |
| #8 | TESLA INC (TSLA) - 2.57% | NORTHWEST NATURAL HOLDING CO (NWN) - 1.12% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.16% | AMERICAN STATES WATER CO (AWR) - 1.10% |
| #10 | ELI LILLY AND CO (LLY) - 1.85% | CITY HOLDING CO (CHCO) - 1.10% |
| #11 | META PLATFORMS INC CLASS A (META) - 1.78% | ASSURED GUARANTY LTD (AGO) - 1.09% |
| #12 | WALMART INC (WMT) - 1.51% | HORACE MANN EDUCATORS CORP (HMN) - 1.09% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.35% | ELLINGTON FINANCIAL INC (EFC) - 1.08% |
| #14 | INTEL CORP (INTC) - 1.35% | GETTY REALTY CORP (GTY) - 1.07% |
| #15 | MICROSOFT CORP (MSFT) - 1.33% | MGE ENERGY INC (MGEE) - 1.07% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.28% | CURBLINE PROPERTIES CORP (CURB) - 1.07% |
| #17 | CATERPILLAR INC (CAT) - 1.25% | CHESAPEAKE UTILITIES CORP (CPK) - 1.06% |
| #18 | GE AEROSPACE (GE) - 0.98% | APPLE HOSPITALITY REIT INC (APLE) - 1.05% |
| #19 | EXXON MOBIL CORP (XOM) - 0.96% | SAUL CENTERS INC (BFS) - 1.03% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.93% | UNITIL CORP (UTL) - 1.02% |
| #21 | KLA CORP (KLAC) - 0.91% | WESTAMERICA BANCORP (WABC) - 1.02% |
| #22 | GE VERNOVA INC (GEV) - 0.85% | URBAN EDGE PROPERTIES (UE) - 1.01% |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 0.77% | TERRENO REALTY CORP (TRNO) - 1.01% |
| #24 | MORGAN STANLEY (MS) - 0.76% | CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 1.00% |
| #25 | VISA INC CLASS A (V) - 0.70% | LXP INDUSTRIAL TRUST (LXP) - 1.00% |
| Total Holdings | 206 | 115 |
HBTA vs XSLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HBTA
+4.19%
XSLV
-1.13%
3M
HBTA
-1.68%
Winner
XSLV
+6.05%
6M
Winner
HBTA
+9.85%
XSLV
+8.01%
1Y
Winner
HBTA
+21.28%
XSLV
+14.87%
5Y(CAGR)
HBTA
N/A
XSLV
+4.37%
10Y(CAGR)
HBTA
N/A
XSLV
+5.61%
Max(CAGR)
Winner
HBTA
+16.36%
XSLV
+8.08%
HBTA vs XSLV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | HBTA | XSLV |
|---|---|---|
| 2026 | +10.80% | +15.32% |
| 2025 | +14.69% | +1.00% |
| 2024 | N/A | +9.74% |
| 2023 | N/A | +0.99% |
| 2022 | N/A | -12.21% |
| 2021 | N/A | +30.14% |
| 2020 | N/A | -17.01% |
| 2019 | N/A | +22.71% |
| 2018 | N/A | -5.35% |
| 2017 | N/A | +8.33% |
| 2016 | N/A | +34.46% |
| 2015 | N/A | +3.05% |
| 2014 | N/A | +12.21% |
| 2013 | N/A | +25.16% |
HBTA vs XSLV Drawdown Comparison
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for XSLV was -44.30%, occurring on Mar 23, 2020. Recovery took 451 trading sessions.
The current HBTA drawdown is -3.46%. The current XSLV drawdown is -2.26%.
| Rank | HBTA | XSLV |
|---|---|---|
| #1 | -26.73% Feb 19, 2025 - Jul 3, 2025 | -44.30% Jan 17, 2020 - Nov 1, 2021 |
| #2 | -13.18% Jan 29, 2026 - Apr 15, 2026 | -24.74% Jan 4, 2022 - Nov 6, 2024 |
| #3 | -11.66% Jun 2, 2026 - Jul 29, 2026 | -18.67% Aug 31, 2018 - Sep 13, 2019 |
| #4 | -7.03% Oct 29, 2025 - Dec 24, 2025 | -18.34% Nov 25, 2024 - Feb 5, 2026 |
| #5 | -3.71% Oct 8, 2025 - Oct 20, 2025 | -11.04% Dec 1, 2015 - Mar 30, 2016 |
| #6 | -3.55% May 14, 2026 - May 26, 2026 | -9.75% Nov 29, 2017 - May 24, 2018 |
| #7 | -3.48% Jan 12, 2026 - Jan 29, 2026 | -8.88% Jul 16, 2015 - Oct 23, 2015 |
| #8 | -3.36% Jan 23, 2025 - Feb 14, 2025 | -7.54% Jul 1, 2014 - Oct 30, 2014 |
| #9 | -2.92% Jul 28, 2025 - Aug 8, 2025 | -7.46% Feb 6, 2026 - Apr 17, 2026 |
| #10 | -2.46% Aug 14, 2025 - Aug 27, 2025 | -6.47% Jul 23, 2013 - Oct 11, 2013 |
| #11 | -1.76% Sep 22, 2025 - Oct 6, 2025 | -6.38% Sep 7, 2016 - Nov 11, 2016 |
| #12 | -1.66% Aug 28, 2025 - Sep 8, 2025 | -6.11% Nov 11, 2021 - Dec 27, 2021 |
| #13 | -1.60% Jul 3, 2025 - Jul 14, 2025 | -5.91% Jan 22, 2014 - Mar 4, 2014 |
| #14 | -1.48% Dec 26, 2025 - Jan 6, 2026 | -5.76% Apr 2, 2014 - Jun 6, 2014 |
| #15 | -1.05% Apr 17, 2026 - Apr 22, 2026 | -5.62% Mar 23, 2015 - Jul 16, 2015 |
Correlation
Correlation between HBTA and XSLV is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2013 - 2026)
HBTA vs XSLV dividend yield comparison.
| Year | HBTA | XSLV |
|---|---|---|
| 2026 | 0.00% | 0.83% |
| 2025 | 0.64% | 2.14% |
| 2024 | 0.00% | 2.55% |
| 2023 | 0.00% | 2.35% |
| 2022 | 0.00% | 2.78% |
| 2021 | 0.00% | 1.05% |
| 2020 | 0.00% | 2.49% |
| 2019 | 0.00% | 2.43% |
| 2018 | 0.00% | 2.75% |
| 2017 | 0.00% | 1.87% |
| 2016 | 0.00% | 1.96% |
| 2015 | 0.00% | 2.20% |
| 2014 | 0.00% | 2.39% |
| 2013 | 0.00% | 1.59% |
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