IZRL vs HBTA
Comparison between ARK ISRAEL INNOVATIVE TECHNOLOGY ETF (IZRL, ETF) and HORIZON EXPEDITION PLUS ETF (HBTA, ETF).
IZRL vs HBTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IZRL
$139M
HBTA
$139M
Expense Ratio
Winner
IZRL
0.49%
HBTA
0.86%
Max Drawdown
IZRL
60.11%
Winner
HBTA
26.73%
Sharpe Ratio
IZRL
0.83
Winner
HBTA
1.49
5Y Beta
Winner
IZRL
0.98
HBTA
1.34
P/E Ratio
Winner
IZRL
8.93
HBTA
33.62
Forward P/E
Winner
IZRL
16.52
HBTA
25.10
PEG Ratio
IZRL
N/A
HBTA
0.37
5Y Dividends CAGR
IZRL
13.02%
HBTA
N/A
5Y EPS CAGR
IZRL
N/A
HBTA
30.19%
Debt to Equity
Winner
IZRL
-16.18%
HBTA
42.05%
P/S Ratio
Winner
IZRL
1.24
HBTA
4.54
P/B Ratio
Winner
IZRL
1.76
HBTA
7.35
IZRL vs HBTA - Holdings Comparison
IZRL and HBTA have 1 common holdings. Overlap is -0.56%
IZRL's top 25 holdings weight is 42.38%. HBTA's top 25 holdings weight is 63.15%.
| Rank | IZRL | HBTA |
|---|---|---|
| #1 | COMPUGEN LTD (n/a) - 2.00% | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 8.83% |
| #2 | HILAN LTD (n/a) - 1.74% | NVIDIA CORP (NVDA) - 8.36% |
| #3 | MATRIX IT LTD (n/a) - 1.72% | ALPHABET INC CLASS A (GOOGL) - 7.74% |
| #4 | ONE SOFTWARE TECHNOLOGIES LTD (n/a) - 1.71% | APPLE INC (AAPL) - 7.10% |
| #5 | NANO X IMAGING LTD ORDINARY SHARES (NNOX) - 1.70% | BROADCOM INC (AVGO) - 4.43% |
| #6 | TOWER SEMICONDUCTOR LTD (n/a) - 1.70% | AMAZON.COM INC (AMZN) - 3.06% |
| #7 | PARTNER COMMUNICATIONS CO LTD (n/a) - 1.69% | TESLA INC (TSLA) - 2.59% |
| #8 | UROGEN PHARMA LTD (URGN) - 1.69% | MICRON TECHNOLOGY INC (MU) - 2.11% |
| #9 | RADCOM LTD (RDCM) - 1.69% | META PLATFORMS INC CLASS A (META) - 1.94% |
| #10 | ISROTEL LTD (n/a) - 1.69% | ADVANCED MICRO DEVICES INC (AMD) - 1.71% |
| #11 | GILAT SATELLITE NETWORKS LTD (GILT) - 1.68% | WALMART INC (WMT) - 1.65% |
| #12 | DANEL (ADIR YEOSHUA) LTD (n/a) - 1.68% | ELI LILLY AND CO (LLY) - 1.65% |
| #13 | FATTAL HOLDINGS (1998) LTD (n/a) - 1.68% | MICROSOFT CORP (MSFT) - 1.53% |
| #14 | TELSYS LTD (n/a) - 1.68% | INTEL CORP (INTC) - 1.17% |
| #15 | COGNYTE SOFTWARE LTD ORDINARY SHARES (CGNT) - 1.67% | EXXON MOBIL CORP (XOM) - 1.11% |
| #16 | CELLCOM ISRAEL LTD (n/a) - 1.67% | CATERPILLAR INC (CAT) - 1.01% |
| #17 | BRAINSWAY LTD ADR (BWAY) - 1.67% | LAM RESEARCH CORP (LRCX) - 0.92% |
| #18 | CELLEBRITE DI LTD (CLBT) - 1.67% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #19 | TABOOLA.COM LTD (TBLA) - 1.67% | APPLIED MATERIALS INC (AMAT) - 0.82% |
| #20 | PERION NETWORK LTD (n/a) - 1.67% | GE AEROSPACE (GE) - 0.81% |
| #21 | ODDITY TECH LTD CLASS A SHARES (ODD) - 1.67% | n/a (PLTR) - 0.78% |
| #22 | ITURAN LOCATION AND CONTROL LTD (ITRN) - 1.66% | THE GOLDMAN SACHS GROUP INC (GS) - 0.76% |
| #23 | INMODE LTD (INMD) - 1.66% | GE VERNOVA INC (GEV) - 0.74% |
| #24 | AUDIOCODES LTD (AUDC) - 1.66% | ORACLE CORP (ORCL) - 0.74% |
| #25 | MEDIWOUND LTD (MDWD) - 1.66% | MORGAN STANLEY (MS) - 0.73% |
| Total Holdings | 61 | 206 |
IZRL vs HBTA - Historical Returns
Returns include dividend reinvestment.
1M
IZRL
-4.78%
Winner
HBTA
+1.87%
3M
IZRL
+0.58%
Winner
HBTA
+10.85%
6M
IZRL
+1.85%
Winner
HBTA
+9.50%
1Y
IZRL
+23.01%
Winner
HBTA
+33.81%
5Y(CAGR)
IZRL
-0.39%
HBTA
N/A
10Y(CAGR)
IZRL
+5.72%
HBTA
N/A
Max(CAGR)
IZRL
+5.72%
Winner
HBTA
+18.32%
IZRL vs HBTA - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | IZRL | HBTA |
|---|---|---|
| 2026 | -1.63% | +9.60% |
| 2025 | +34.58% | +14.69% |
| 2024 | +16.66% | N/A |
| 2023 | +11.93% | N/A |
| 2022 | -39.83% | N/A |
| 2021 | -3.39% | N/A |
| 2020 | +31.65% | N/A |
| 2019 | +19.32% | N/A |
| 2018 | -7.92% | N/A |
| 2017 | +1.69% | N/A |
IZRL vs HBTA Drawdown Comparison
The maximum drawdown for IZRL was -59.98%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current IZRL drawdown is -19.64%. The current HBTA drawdown is -4.50%.
| Rank | IZRL | HBTA |
|---|---|---|
| #1 | -59.98% Feb 16, 2021 - Oct 27, 2023 | -26.73% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -42.37% Feb 20, 2020 - Jun 2, 2020 | -13.18% Jan 29, 2026 - Apr 15, 2026 |
| #3 | -18.65% Aug 29, 2018 - Feb 11, 2019 | -7.03% Oct 29, 2025 - Dec 24, 2025 |
| #4 | -13.33% Apr 23, 2019 - Nov 27, 2019 | -4.50% Jun 2, 2026 - Jun 5, 2026 |
| #5 | -11.68% Jan 23, 2018 - Aug 27, 2018 | -3.71% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -9.93% Oct 13, 2020 - Nov 23, 2020 | -3.55% May 14, 2026 - May 26, 2026 |
| #7 | -8.62% Aug 17, 2020 - Oct 9, 2020 | -3.48% Jan 12, 2026 - Jan 29, 2026 |
| #8 | -5.92% Jun 23, 2020 - Jul 15, 2020 | -3.36% Jan 23, 2025 - Feb 14, 2025 |
| #9 | -5.70% Jun 8, 2020 - Jun 23, 2020 | -2.92% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -5.51% Jan 17, 2020 - Feb 19, 2020 | -2.46% Aug 14, 2025 - Aug 27, 2025 |
| #11 | -4.26% Feb 25, 2019 - Apr 2, 2019 | -1.76% Sep 22, 2025 - Oct 6, 2025 |
| #12 | -3.87% Jan 26, 2021 - Feb 3, 2021 | -1.66% Aug 28, 2025 - Sep 8, 2025 |
| #13 | -3.66% Jul 20, 2020 - Aug 5, 2020 | -1.60% Jul 3, 2025 - Jul 14, 2025 |
| #14 | -2.73% Jan 19, 2021 - Jan 26, 2021 | -1.48% Dec 26, 2025 - Jan 6, 2026 |
| #15 | -2.61% Nov 27, 2019 - Dec 20, 2019 | -1.05% Apr 17, 2026 - Apr 22, 2026 |
Correlation
Correlation between IZRL and HBTA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2018 - 2025)
IZRL vs HBTA dividend yield comparison.
| Year | IZRL | HBTA |
|---|---|---|
| 2025 | 2.59% | 0.64% |
| 2024 | 0.45% | 0.00% |
| 2021 | 0.34% | 0.00% |
| 2019 | 2.15% | 0.00% |
| 2018 | 3.08% | 0.00% |
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