HYXU vs HBTA

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

HYXU vs HBTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYXU(ETF)	HBTA(ETF)
Net Assets	$236M	$236M
Expense Ratio	0.35%	0.86%
Max Drawdown	N/A	26.73%
Sharpe Ratio	-0.99	1.07
5Y Beta	-0.00	1.35
P/E Ratio	N/A	33.38
Forward P/E	N/A	22.33
PEG Ratio	N/A	0.26
5Y EPS CAGR	N/A	29.39%
Debt to Equity	N/A	41.96%
P/S Ratio	N/A	4.62
P/B Ratio	N/A	7.44

Net Assets

HYXU

$236M

Winner

HBTA

$236M

Expense Ratio

Winner

HYXU

0.35%

HBTA

0.86%

Max Drawdown

HYXU

N/A

HBTA

26.73%

Sharpe Ratio

HYXU

-0.99

Winner

HBTA

1.07

5Y Beta

Winner

HYXU

-0.00

HBTA

1.35

P/E Ratio

HYXU

N/A

HBTA

33.38

Forward P/E

HYXU

N/A

HBTA

22.33

PEG Ratio

HYXU

N/A

HBTA

0.26

5Y EPS CAGR

HYXU

N/A

HBTA

29.39%

Debt to Equity

HYXU

N/A

HBTA

41.96%

P/S Ratio

HYXU

N/A

HBTA

4.62

P/B Ratio

HYXU

N/A

HBTA

7.44

HYXU vs HBTA - Historical Returns

Returns include dividend reinvestment.

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

Winner

HYXU

+0.39%

HBTA

-1.68%

HYXU

N/A

HBTA

+7.48%

HYXU

N/A

HBTA

+10.65%

HYXU

N/A

HBTA

+24.37%

Max(CAGR)

HYXU

+2.70%

Winner

HBTA

+17.48%

HYXU vs HBTA - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

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

HYXU vs HBTA 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	HYXU	HBTA
#1	N/A	-26.73% Feb 19, 2025 - Jul 3, 2025
#2	N/A	-13.18% Jan 29, 2026 - Apr 15, 2026
#3	N/A	-7.03% Oct 29, 2025 - Dec 24, 2025
#4	N/A	-6.72% Jun 2, 2026 - Jun 10, 2026
#5	N/A	-3.71% Oct 8, 2025 - Oct 20, 2025
#6	N/A	-3.55% May 14, 2026 - May 26, 2026
#7	N/A	-3.48% Jan 12, 2026 - Jan 29, 2026
#8	N/A	-3.36% Jan 23, 2025 - Feb 14, 2025
#9	N/A	-2.92% Jul 28, 2025 - Aug 8, 2025
#10	N/A	-2.46% Aug 14, 2025 - Aug 27, 2025
#11	N/A	-1.76% Sep 22, 2025 - Oct 6, 2025
#12	N/A	-1.66% Aug 28, 2025 - Sep 8, 2025
#13	N/A	-1.60% Jul 3, 2025 - Jul 14, 2025
#14	N/A	-1.48% Dec 26, 2025 - Jan 6, 2026
#15	N/A	-1.05% Apr 17, 2026 - Apr 22, 2026

Correlation

Correlation between HYXU and HBTA is -0.93 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.93

-101