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HTUS vs HBTA

Hull Tactical US ETF vs Horizon Expedition Plus ETF

HTUS

Hull Tactical US ETF

Annual cost

0.96%

Fund size

$152M

HBTA

Horizon Expedition Plus ETF

Annual cost

0.86%

Fund size

$148M

Key differences

Both HTUS and HBTA are alternative ETFs. HTUS charges 0.96% a year and HBTA 0.86%. The main difference: HTUS follows a multi strategy strategy; HBTA uses option income.

  • HTUS follows a multi strategy strategy; HBTA uses option income.
  • HBTA costs 0.10% less per year.
  • HTUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTUSHBTA
Annual cost (TER)0.96%0.86%
Fund size (AUM)$152M$148M
Since20152025
Dividend yield1.12%0.56%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyoption income
CAGR 1Y+25.5%+32.8%
CAGR 3Y+21.6%N/A
CAGR 5Y+15.5%N/A
Sharpe 3Y1.02N/A
Volatility 1Y11.80%17.92%
Max drawdown-47.50%-26.73%

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

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