Skip to content
Screener

STOX vs HBTA

Horizon Core Equity ETF vs Horizon Expedition Plus ETF

STOX

Horizon Core Equity ETF

Annual cost

0.70%

Fund size

$150M

HBTA

Horizon Expedition Plus ETF

Annual cost

0.86%

Fund size

$148M

Key differences

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

  • STOX costs 0.16% less per year.

Side-by-side comparison

STOXHBTA
Annual cost (TER)0.70%0.86%
Fund size (AUM)$150M$148M
Since20252025
Dividend yield0.56%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1YN/A+32.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.92%
Max drawdown-9.33%-26.73%

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

Similar to STOX and HBTA