STOX vs HFGM
Comparison between HORIZON CORE EQUITY ETF (STOX, ETF) and UNLIMITED HFGM GLOBAL MACRO ETF (HFGM, ETF).
STOX vs HFGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STOX
$132M
Winner
HFGM
$133M
Expense Ratio
Winner
STOX
0.70%
HFGM
1.01%
Max Drawdown
Winner
STOX
9.33%
HFGM
14.09%
Sharpe Ratio
Winner
STOX
1.39
HFGM
1.22
5Y Beta
STOX
1.01
Winner
HFGM
0.96
P/E Ratio
STOX
26.43
HFGM
N/A
Forward P/E
STOX
21.64
HFGM
N/A
PEG Ratio
STOX
0.52
HFGM
N/A
5Y EPS CAGR
STOX
26.53%
HFGM
N/A
Debt to Equity
STOX
-0.48%
HFGM
N/A
P/S Ratio
STOX
3.44
HFGM
N/A
P/B Ratio
STOX
5.53
HFGM
N/A
STOX vs HFGM - Holdings Comparison
STOX and HFGM have 2 common holdings. Overlap is -92.73%
STOX's top 25 holdings weight is 56.09%. HFGM's top 25 holdings weight is 285.47%.
| Rank | STOX | HFGM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.65% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 61.28% |
| #2 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 6.63% | AUSTRALIAN DOLLAR FUTURE JUNE 26 (n/a) - 32.93% |
| #3 | APPLE INC (AAPL) - 5.94% | CBOE HIGH YIELD CORPORATE BOND INDEX FUTURE JUNE 26 (n/a) - 29.15% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.68% | OTHER ASSETS AND LIABILITIES (n/a) - 23.54% |
| #5 | MICROSOFT CORP (MSFT) - 4.78% | EURO FX FUTURE JUNE 26 (n/a) - 22.12% |
| #6 | BROADCOM INC (AVGO) - 3.25% | GOLD FUTURE JUNE 26 (n/a) - 17.25% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.58% | CRUDE OIL FUTURE JULY 26 (n/a) - 14.84% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.04% | COPPER FUTURE JULY 26 (n/a) - 10.81% |
| #9 | AMAZON.COM INC (AMZN) - 1.99% | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 7.71% |
| #10 | ELI LILLY AND CO (LLY) - 1.72% | E-MINI RUSSELL 2000 INDEX FUTURE JUNE 26 (n/a) - 7.41% |
| #11 | EXXON MOBIL CORP (XOM) - 1.45% | MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 7.01% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.40% | ISHARES MSCI CHINA ETF (MCHI) - 6.99% |
| #13 | WALMART INC (WMT) - 1.27% | LME PRI ALUM FUTR JUN26 (n/a) - 5.57% |
| #14 | MICRON TECHNOLOGY INC (MU) - 1.17% | VANGUARD EMERGING MKTS GOVT BD ETF (VWOB) - 5.46% |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.09% | EURO STOXX 50 FUTURE JUNE 26 (n/a) - 5.12% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.06% | CBOE VIX FUTURE JUN26 (n/a) - 5.09% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.91% | MSCI EMERGING MARKETS INDEX FUTURE JUNE 26 (n/a) - 5.05% |
| #18 | CHEVRON CORP (CVX) - 0.89% | CHF CURRENCY FUT JUN26 (n/a) - 4.63% |
| #19 | TJX COMPANIES INC (TJX) - 0.85% | LIVE CATTLE FUTURE JUNE 26 (n/a) - 4.41% |
| #20 | THE HOME DEPOT INC (HD) - 0.84% | SUGAR NO 11 FUTURE JULY 26 (n/a) - 3.25% |
| #21 | MCDONALD'S CORP (MCD) - 0.82% | NIKKEI/USD FUTURE JUNE 26 (n/a) - 3.20% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.79% | FUTURE ON NICKEL (n/a) - 2.04% |
| #23 | COCA-COLA CO (KO) - 0.78% | US DOLLAR INDEX FUTURE JUNE 26 (n/a) - 0.28% |
| #24 | MERCK & CO INC (MRK) - 0.77% | VANGUARD FTSE EUROPE ETF (VGK) - 0.18% |
| #25 | JPMORGAN CHASE & CO (JPM) - 0.74% | VANGUARD RUSSELL 2000 ETF (VTWO) - 0.15% |
| Total Holdings | 167 | 33 |
STOX vs HFGM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
STOX
+1.85%
HFGM
-5.01%
3M
Winner
STOX
+7.21%
HFGM
-4.32%
6M
STOX
+7.19%
Winner
HFGM
+10.91%
1Y
STOX
+20.97%
Winner
HFGM
+32.98%
Max(CAGR)
STOX
+22.40%
Winner
HFGM
+34.54%
STOX vs HFGM - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | STOX | HFGM |
|---|---|---|
| 2026 | +7.45% | +9.35% |
| 2025 | +12.56% | +26.87% |
STOX vs HFGM Drawdown Comparison
The maximum drawdown for STOX was -9.33%, occurring on Mar 30, 2026. Recovery took 50 trading sessions.
The maximum drawdown for HFGM was -10.66%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current STOX drawdown is -2.48%. The current HFGM drawdown is -8.94%.
| Rank | STOX | HFGM |
|---|---|---|
| #1 | -9.33% Feb 2, 2026 - Apr 15, 2026 | -10.66% Mar 10, 2026 - Mar 30, 2026 |
| #2 | -5.03% Oct 29, 2025 - Dec 10, 2025 | -10.16% Oct 20, 2025 - Jan 6, 2026 |
| #3 | -3.06% Dec 11, 2025 - Dec 23, 2025 | -8.72% Jan 29, 2026 - Mar 10, 2026 |
| #4 | -2.71% Oct 8, 2025 - Oct 20, 2025 | -7.06% Oct 6, 2025 - Oct 16, 2025 |
| #5 | -2.63% Jan 12, 2026 - Jan 27, 2026 | -3.14% Jul 23, 2025 - Aug 7, 2025 |
| #6 | -2.48% Jun 2, 2026 - Jun 5, 2026 | -2.80% May 29, 2025 - Jun 11, 2025 |
| #7 | -1.93% Jul 30, 2025 - Aug 6, 2025 | -2.80% Jun 27, 2025 - Jul 9, 2025 |
| #8 | -1.85% May 14, 2026 - May 26, 2026 | -2.68% Jun 12, 2025 - Jun 27, 2025 |
| #9 | -1.52% Aug 14, 2025 - Aug 28, 2025 | -2.09% Aug 28, 2025 - Sep 8, 2025 |
| #10 | -1.35% Aug 28, 2025 - Sep 4, 2025 | -1.94% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -1.30% Sep 22, 2025 - Oct 1, 2025 | -1.89% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -1.18% Jun 30, 2025 - Jul 17, 2025 | -1.73% Jan 14, 2026 - Jan 21, 2026 |
| #13 | -1.15% Apr 17, 2026 - Apr 22, 2026 | -1.71% Jul 11, 2025 - Jul 21, 2025 |
| #14 | -1.11% Dec 24, 2025 - Jan 6, 2026 | -1.35% Oct 16, 2025 - Oct 20, 2025 |
| #15 | -0.91% Oct 20, 2025 - Oct 24, 2025 | -1.32% May 13, 2025 - May 27, 2025 |
Correlation
Correlation between STOX and HFGM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2025 - 2025)
STOX vs HFGM dividend yield comparison.
| Year | STOX | HFGM |
|---|---|---|
| 2025 | 0.19% | 11.23% |
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