MUSI vs HBTA

Comparison between AMERICAN CENTURY MULTISECTOR INCOME ETF (MUSI, ETF) and HORIZON EXPEDITION PLUS ETF (HBTA, ETF).

MUSI vs HBTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUSI(ETF)	HBTA(ETF)
Net Assets	$248M	$247M
Expense Ratio	0.38%	0.86%
Max Drawdown	19.11%	26.73%
Sharpe Ratio	-0.07	0.85
5Y Beta	0.10	1.36
P/E Ratio	N/A	29.86
Forward P/E	N/A	21.83
PEG Ratio	N/A	0.24
5Y Dividends CAGR	78.15%	N/A
5Y EPS CAGR	N/A	30.20%
Debt to Equity	N/A	36.38%
P/S Ratio	N/A	4.61
P/B Ratio	N/A	7.24

Net Assets

Winner

MUSI

$248M

HBTA

$247M

Expense Ratio

Winner

MUSI

0.38%

HBTA

0.86%

Max Drawdown

Winner

MUSI

19.11%

HBTA

26.73%

Sharpe Ratio

MUSI

-0.07

Winner

HBTA

0.85

5Y Beta

Winner

MUSI

0.10

HBTA

1.36

P/E Ratio

MUSI

N/A

HBTA

29.86

Forward P/E

MUSI

N/A

HBTA

21.83

PEG Ratio

MUSI

N/A

HBTA

0.24

5Y Dividends CAGR

MUSI

78.15%

HBTA

N/A

5Y EPS CAGR

MUSI

N/A

HBTA

30.20%

Debt to Equity

MUSI

N/A

HBTA

36.38%

P/S Ratio

MUSI

N/A

HBTA

4.61

P/B Ratio

MUSI

N/A

HBTA

7.24

MUSI vs HBTA - Historical Returns

Returns include dividend reinvestment.

Period	MUSI	HBTA
1 month	+1.03%	+4.19%
3 months	+0.74%	-1.68%
6 months	-0.30%	+9.85%
1 year	+3.62%	+21.28%
5 years(CAGR)	+2.19%	N/A
Max(CAGR)	+2.19%	+16.36%

MUSI

+1.03%

Winner

HBTA

+4.19%

Winner

MUSI

+0.74%

HBTA

-1.68%

MUSI

-0.30%

Winner

HBTA

+9.85%

MUSI

+3.62%

Winner

HBTA

+21.28%

5Y(CAGR)

MUSI

+2.19%

HBTA

N/A

Max(CAGR)

MUSI

+2.19%

Winner

HBTA

+16.36%

MUSI vs HBTA - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	MUSI	HBTA
2026	+1.28%	+10.80%
2025	+8.37%	+14.69%
2024	+5.42%	N/A
2023	+7.25%	N/A
2022	-10.20%	N/A
2021	+0.58%	N/A

MUSI vs HBTA Drawdown Comparison

The maximum drawdown for MUSI was -13.91%, occurring on Oct 20, 2022. Recovery took 724 trading sessions.

The maximum drawdown for HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The current MUSI drawdown is -0.50%. The current HBTA drawdown is -3.46%.

Rank	MUSI	HBTA
#1	-13.91% Sep 15, 2021 - Aug 2, 2024	-26.73% Feb 19, 2025 - Jul 3, 2025
#2	-3.22% Feb 28, 2025 - May 29, 2025	-13.18% Jan 29, 2026 - Apr 15, 2026
#3	-2.78% Feb 27, 2026 - Mar 27, 2026	-11.66% Jun 2, 2026 - Jul 29, 2026
#4	-2.25% Sep 16, 2024 - Feb 20, 2025	-7.03% Oct 29, 2025 - Dec 24, 2025
#5	-0.88% Sep 22, 2025 - Oct 21, 2025	-3.71% Oct 8, 2025 - Oct 20, 2025
#6	-0.82% Aug 2, 2024 - Aug 14, 2024	-3.55% May 14, 2026 - May 26, 2026
#7	-0.68% Oct 28, 2025 - Nov 24, 2025	-3.48% Jan 12, 2026 - Jan 29, 2026
#8	-0.64% Nov 26, 2025 - Dec 24, 2025	-3.36% Jan 23, 2025 - Feb 14, 2025
#9	-0.62% Jun 4, 2025 - Jun 20, 2025	-2.92% Jul 28, 2025 - Aug 8, 2025
#10	-0.54% Jun 30, 2025 - Jul 21, 2025	-2.46% Aug 14, 2025 - Aug 27, 2025
#11	-0.50% Jan 14, 2026 - Feb 3, 2026	-1.76% Sep 22, 2025 - Oct 6, 2025
#12	-0.33% Aug 5, 2021 - Aug 26, 2021	-1.66% Aug 28, 2025 - Sep 8, 2025
#13	-0.33% Jul 7, 2021 - Jul 30, 2021	-1.60% Jul 3, 2025 - Jul 14, 2025
#14	-0.32% Aug 14, 2024 - Aug 19, 2024	-1.48% Dec 26, 2025 - Jan 6, 2026
#15	-0.29% Aug 13, 2025 - Aug 22, 2025	-1.05% Apr 17, 2026 - Apr 22, 2026