SFTX vs BGRN
Comparison between Horizon International Managed Risk ETF (SFTX, ETF) and ISHARES USD GREEN BOND ETF (BGRN, ETF).
SFTX vs BGRN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SFTX
$500M
BGRN
$498M
Expense Ratio
SFTX
0.82%
Winner
BGRN
0.20%
Max Drawdown
Winner
SFTX
12.75%
BGRN
21.52%
Sharpe Ratio
Winner
SFTX
1.27
BGRN
-0.08
5Y Beta
SFTX
1.35
Winner
BGRN
0.07
5Y Dividends CAGR
SFTX
N/A
BGRN
47.77%
SFTX vs BGRN - Historical Returns
Returns include dividend reinvestment.
1M
SFTX
-4.21%
Winner
BGRN
-0.43%
3M
Winner
SFTX
+6.52%
BGRN
-0.37%
6M
Winner
SFTX
+12.23%
BGRN
+0.04%
1Y
SFTX
N/A
BGRN
+3.32%
5Y(CAGR)
SFTX
N/A
BGRN
+0.14%
Max(CAGR)
Winner
SFTX
+34.05%
BGRN
+2.17%
SFTX vs BGRN - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | SFTX | BGRN |
|---|---|---|
| 2026 | +15.96% | +0.23% |
| 2025 | +1.61% | +7.28% |
| 2024 | N/A | +3.27% |
| 2023 | N/A | +6.13% |
| 2022 | N/A | -12.53% |
| 2021 | N/A | -2.90% |
| 2020 | N/A | +6.48% |
| 2019 | N/A | +9.71% |
| 2018 | N/A | +1.14% |
SFTX vs BGRN Drawdown Comparison
The maximum drawdown for SFTX was -12.75%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The maximum drawdown for BGRN was -19.16%, occurring on Oct 20, 2022. Recovery took 1298 trading sessions.
The current SFTX drawdown is -4.21%. The current BGRN drawdown is -1.11%.
| Rank | SFTX | BGRN |
|---|---|---|
| #1 | -12.75% Feb 25, 2026 - May 5, 2026 | -19.16% Dec 11, 2020 - Feb 13, 2026 |
| #2 | -6.67% Jun 22, 2026 - Jul 20, 2026 | -6.56% Mar 9, 2020 - Jul 21, 2020 |
| #3 | -5.21% Jun 4, 2026 - Jun 15, 2026 | -2.23% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -4.27% May 14, 2026 - Jun 1, 2026 | -2.22% Aug 28, 2019 - Jan 30, 2020 |
| #5 | -3.14% Jan 29, 2026 - Feb 9, 2026 | -0.93% Aug 4, 2020 - Sep 21, 2020 |
| #6 | -2.33% Dec 11, 2025 - Dec 23, 2025 | -0.86% Jul 3, 2019 - Jul 19, 2019 |
| #7 | -2.19% May 11, 2026 - May 14, 2026 | -0.84% Nov 5, 2020 - Nov 19, 2020 |
| #8 | -1.80% Jan 15, 2026 - Jan 22, 2026 | -0.62% Aug 15, 2019 - Aug 28, 2019 |
| #9 | -1.49% May 6, 2026 - May 8, 2026 | -0.57% Nov 20, 2020 - Dec 8, 2020 |
| #10 | -1.29% Feb 11, 2026 - Feb 20, 2026 | -0.52% Jan 31, 2020 - Feb 18, 2020 |
| #11 | -1.12% Jun 15, 2026 - Jun 18, 2026 | -0.48% Mar 28, 2019 - Apr 24, 2019 |
| #12 | -1.09% Jan 6, 2026 - Jan 9, 2026 | -0.36% Sep 21, 2020 - Sep 29, 2020 |
| #13 | -0.69% Dec 26, 2025 - Jan 2, 2026 | -0.36% Jun 7, 2019 - Jun 14, 2019 |
| #14 | -0.29% Jun 2, 2026 - Jun 4, 2026 | -0.35% Feb 22, 2019 - Mar 6, 2019 |
| #15 | -0.23% Jan 12, 2026 - Jan 14, 2026 | -0.34% Oct 15, 2020 - Oct 27, 2020 |
Correlation
Correlation between SFTX and BGRN is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2018 - 2026)
SFTX vs BGRN dividend yield comparison.
| Year | SFTX | BGRN |
|---|---|---|
| 2026 | 0.00% | 2.16% |
| 2025 | 0.25% | 4.21% |
| 2024 | 0.00% | 4.07% |
| 2023 | 0.00% | 3.52% |
| 2022 | 0.00% | 2.66% |
| 2021 | 0.00% | 0.78% |
| 2020 | 0.00% | 1.82% |
| 2019 | 0.00% | 3.66% |
| 2018 | 0.00% | 0.21% |
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