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HBTA vs STOX

Horizon Expedition Plus ETF vs Horizon Core Equity ETF

HBTA

Horizon Expedition Plus ETF

Annual cost

0.86%

Fund size

$148M

STOX

Horizon Core Equity ETF

Annual cost

0.70%

Fund size

$150M

Key differences

Both HBTA and STOX are alternative ETFs. HBTA charges 0.86% a year and STOX 0.70%. The main difference: STOX costs 0.16% less per year.

  • STOX costs 0.16% less per year.

Side-by-side comparison

HBTASTOX
Annual cost (TER)0.86%0.70%
Fund size (AUM)$148M$150M
Since20252025
Dividend yield0.56%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+28.7%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.75%
Max drawdown-26.73%-9.33%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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