QHY vs HBTA

Comparison between WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND (QHY, ETF) and HORIZON EXPEDITION PLUS ETF (HBTA, ETF).

QHY vs HBTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QHY(ETF)	HBTA(ETF)
Net Assets	$238M	$236M
Expense Ratio	0.38%	0.86%
Max Drawdown	23.08%	26.73%
Sharpe Ratio	0.55	1.07
5Y Beta	0.22	1.35
P/E Ratio	N/A	33.38
Forward P/E	N/A	22.33
PEG Ratio	N/A	0.26
5Y Dividends CAGR	5.75%	N/A
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

Winner

QHY

$238M

HBTA

$236M

Expense Ratio

Winner

QHY

0.38%

HBTA

0.86%

Max Drawdown

Winner

QHY

23.08%

HBTA

26.73%

Sharpe Ratio

QHY

0.55

Winner

HBTA

1.07

5Y Beta

Winner

QHY

0.22

HBTA

1.35

P/E Ratio

QHY

N/A

HBTA

33.38

Forward P/E

QHY

N/A

HBTA

22.33

PEG Ratio

QHY

N/A

HBTA

0.26

5Y Dividends CAGR

QHY

5.75%

HBTA

N/A

5Y EPS CAGR

QHY

N/A

HBTA

29.39%

Debt to Equity

QHY

N/A

HBTA

41.96%

P/S Ratio

QHY

N/A

HBTA

4.62

P/B Ratio

QHY

N/A

HBTA

7.44

QHY vs HBTA - Historical Returns

Returns include dividend reinvestment.

Period	QHY	HBTA
1 month	+0.24%	-1.68%
3 months	+0.80%	+7.48%
6 months	+1.35%	+10.65%
1 year	+5.67%	+24.37%
5 years(CAGR)	+3.06%	N/A
10 years(CAGR)	+4.77%	N/A
Max(CAGR)	+4.97%	+17.48%

Winner

QHY

+0.24%

HBTA

-1.68%

QHY

+0.80%

Winner

HBTA

+7.48%

QHY

+1.35%

Winner

HBTA

+10.65%

QHY

+5.67%

Winner

HBTA

+24.37%

5Y(CAGR)

QHY

+3.06%

HBTA

N/A

10Y(CAGR)

QHY

+4.77%

HBTA

N/A

Max(CAGR)

QHY

+4.97%

Winner

HBTA

+17.48%

QHY vs HBTA - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	QHY	HBTA
2026	+1.76%	+10.76%
2025	+9.33%	+14.69%
2024	+6.33%	N/A
2023	+9.92%	N/A
2022	-11.75%	N/A
2021	+4.36%	N/A
2020	+5.69%	N/A
2019	+15.70%	N/A
2018	-0.31%	N/A
2017	+5.64%	N/A
2016	+6.19%	N/A

QHY vs HBTA Drawdown Comparison

The maximum drawdown for QHY was -22.74%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

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

The current QHY drawdown is -0.24%. The current HBTA drawdown is -3.49%.

Rank	QHY	HBTA
#1	-22.74% Feb 12, 2020 - Aug 6, 2020	-26.73% Feb 19, 2025 - Jul 3, 2025
#2	-16.21% Dec 27, 2021 - Jul 16, 2024	-13.18% Jan 29, 2026 - Apr 15, 2026
#3	-6.33% Oct 1, 2018 - Jan 31, 2019	-7.03% Oct 29, 2025 - Dec 24, 2025
#4	-4.58% Feb 28, 2025 - May 12, 2025	-6.72% Jun 2, 2026 - Jun 10, 2026
#5	-3.56% Sep 27, 2017 - Aug 7, 2018	-3.71% Oct 8, 2025 - Oct 20, 2025
#6	-3.53% Oct 12, 2016 - Dec 14, 2016	-3.55% May 14, 2026 - May 26, 2026
#7	-3.16% Sep 2, 2020 - Nov 5, 2020	-3.48% Jan 12, 2026 - Jan 29, 2026
#8	-2.76% Feb 20, 2026 - Apr 14, 2026	-3.36% Jan 23, 2025 - Feb 14, 2025
#9	-2.65% Sep 15, 2021 - Dec 27, 2021	-2.92% Jul 28, 2025 - Aug 8, 2025
#10	-2.22% May 6, 2019 - Jun 18, 2019	-2.46% Aug 14, 2025 - Aug 27, 2025
#11	-1.93% Dec 6, 2024 - Jan 24, 2025	-1.76% Sep 22, 2025 - Oct 6, 2025
#12	-1.87% Feb 12, 2021 - Apr 15, 2021	-1.66% Aug 28, 2025 - Sep 8, 2025
#13	-1.82% Jul 3, 2019 - Aug 26, 2019	-1.60% Jul 3, 2025 - Jul 14, 2025
#14	-1.68% Jun 9, 2016 - Jul 8, 2016	-1.48% Dec 26, 2025 - Jan 6, 2026
#15	-1.66% Aug 7, 2020 - Aug 25, 2020	-1.05% Apr 17, 2026 - Apr 22, 2026

Correlation

Correlation between QHY and HBTA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2016 - 2026)

QHY vs HBTA dividend yield comparison.

Year	QHY	HBTA
2026	3.06%	0.00%
2025	6.26%	0.64%
2024	6.40%	0.00%
2023	6.11%	0.00%
2022	5.44%	0.00%
2021	4.09%	0.00%
2020	4.80%	0.00%
2019	5.21%	0.00%
2018	5.93%	0.00%
2017	6.47%	0.00%
2016	4.39%	0.00%