LGI vs HBTA
Comparison between Lazard Global Total Return and Income Fund Inc (LGI, ETF) and HORIZON EXPEDITION PLUS ETF (HBTA, ETF).
LGI vs HBTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGI
$238M
HBTA
$236M
Expense Ratio
LGI
N/A
HBTA
0.86%
Max Drawdown
LGI
67.17%
Winner
HBTA
26.73%
Sharpe Ratio
LGI
1.04
Winner
HBTA
1.07
5Y Beta
Winner
LGI
0.77
HBTA
1.35
P/E Ratio
LGI
N/A
HBTA
33.38
Forward P/E
LGI
N/A
HBTA
22.33
PEG Ratio
LGI
N/A
HBTA
0.26
5Y Dividends CAGR
LGI
6.23%
HBTA
N/A
5Y EPS CAGR
LGI
N/A
HBTA
29.39%
Debt to Equity
LGI
N/A
HBTA
41.96%
P/S Ratio
LGI
N/A
HBTA
4.62
P/B Ratio
LGI
N/A
HBTA
7.44
LGI vs HBTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LGI
+2.60%
HBTA
-1.68%
3M
Winner
LGI
+8.14%
HBTA
+7.48%
6M
LGI
+6.86%
Winner
HBTA
+10.65%
1Y
LGI
+21.13%
Winner
HBTA
+24.37%
5Y(CAGR)
LGI
+7.46%
HBTA
N/A
10Y(CAGR)
LGI
+13.23%
HBTA
N/A
Max(CAGR)
LGI
+8.46%
Winner
HBTA
+17.48%
LGI vs HBTA - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | LGI | HBTA |
|---|---|---|
| 2026 | +12.04% | +10.76% |
| 2025 | +21.51% | +14.69% |
| 2024 | +15.23% | N/A |
| 2023 | +11.58% | N/A |
| 2022 | -21.14% | N/A |
| 2021 | +25.87% | N/A |
| 2020 | +16.65% | N/A |
| 2019 | +31.99% | N/A |
| 2018 | -10.66% | N/A |
| 2017 | +38.76% | N/A |
| 2016 | +15.48% | N/A |
| 2015 | -10.65% | N/A |
| 2014 | -2.44% | N/A |
| 2013 | +21.92% | N/A |
| 2012 | +21.19% | N/A |
| 2011 | -5.56% | N/A |
| 2010 | +7.57% | N/A |
| 2009 | +29.91% | N/A |
| 2008 | -42.31% | N/A |
| 2007 | +11.82% | N/A |
| 2006 | +34.42% | N/A |
| 2005 | +1.49% | N/A |
| 2004 | +0.25% | N/A |
LGI vs HBTA Drawdown Comparison
The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.
The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current LGI drawdown is -3.13%. The current HBTA drawdown is -3.49%.
| Rank | LGI | HBTA |
|---|---|---|
| #1 | -63.35% Dec 31, 2007 - Jan 4, 2013 | -26.73% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -42.90% Feb 19, 2020 - Sep 15, 2020 | -13.18% Jan 29, 2026 - Apr 15, 2026 |
| #3 | -34.82% Jul 3, 2014 - Apr 24, 2017 | -7.03% Oct 29, 2025 - Dec 24, 2025 |
| #4 | -32.83% Sep 3, 2021 - Aug 16, 2024 | -6.72% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -24.45% Mar 16, 2018 - Jun 20, 2019 | -3.71% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -21.93% Sep 27, 2024 - Jun 30, 2025 | -3.55% May 14, 2026 - May 26, 2026 |
| #7 | -21.25% Feb 25, 2026 - Mar 30, 2026 | -3.48% Jan 12, 2026 - Jan 29, 2026 |
| #8 | -18.75% May 10, 2004 - Dec 1, 2004 | -3.36% Jan 23, 2025 - Feb 14, 2025 |
| #9 | -14.31% Jul 13, 2007 - Oct 5, 2007 | -2.92% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -13.89% May 20, 2013 - Dec 23, 2013 | -2.46% Aug 14, 2025 - Aug 27, 2025 |
| #11 | -10.00% May 10, 2006 - Aug 15, 2006 | -1.76% Sep 22, 2025 - Oct 6, 2025 |
| #12 | -9.74% Feb 26, 2007 - Apr 5, 2007 | -1.66% Aug 28, 2025 - Sep 8, 2025 |
| #13 | -8.86% Jan 29, 2018 - Mar 12, 2018 | -1.60% Jul 3, 2025 - Jul 14, 2025 |
| #14 | -8.25% Dec 26, 2013 - Mar 7, 2014 | -1.48% Dec 26, 2025 - Jan 6, 2026 |
| #15 | -7.76% Sep 16, 2020 - Nov 9, 2020 | -1.05% Apr 17, 2026 - Apr 22, 2026 |
Correlation
Correlation between LGI and HBTA is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2004 - 2026)
LGI vs HBTA dividend yield comparison.
| Year | LGI | HBTA |
|---|---|---|
| 2026 | 5.83% | 0.00% |
| 2025 | 10.09% | 0.64% |
| 2024 | 9.19% | 0.00% |
| 2023 | 7.32% | 0.00% |
| 2022 | 10.22% | 0.00% |
| 2021 | 9.77% | 0.00% |
| 2020 | 7.18% | 0.00% |
| 2019 | 6.44% | 0.00% |
| 2018 | 19.89% | 0.00% |
| 2017 | 5.45% | 0.00% |
| 2016 | 6.94% | 0.00% |
| 2015 | 8.51% | 0.00% |
| 2014 | 7.89% | 0.00% |
| 2013 | 6.18% | 0.00% |
| 2012 | 7.81% | 0.00% |
| 2011 | 7.86% | 0.00% |
| 2010 | 7.17% | 0.00% |
| 2009 | 6.69% | 0.00% |
| 2008 | 12.06% | 0.00% |
| 2007 | 7.12% | 0.00% |
| 2006 | 10.36% | 0.00% |
| 2005 | 6.74% | 0.00% |
| 2004 | 3.23% | 0.00% |
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