Horizon Expedition Plus ETF (HBTA)
- Expense ratio85.28%
- Net assets$246.8M
- Dividend yield0.02%
- 1-year return+14.23%
- Holdings200
HBTA ETF price chart
HBTA quote & trading statistics
HBTA performance
Total return · as of October 18, 2026- YTD+9.99%
- 1 year+14.23%
- 1Y volatility
- 19.57%
- 3Y volatility
- 0.00%
- 3Y Sharpe ratio
- 0.00
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
HBTA top 10 holdings
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | BIGT | Roundhill BIG Tech ETF | 9.34% |
| 2 | NVDA | NVIDIA Corporation | 7.92% |
| 3 | MSFT | Microsoft Corporation | 7.32% |
| 4 | GOOGL | Alphabet Inc Class A | 6.89% |
| 5 | AMZN | Amazon.com Inc | 4.54% |
| 6 | META | Meta Platforms Inc. | 3.64% |
| 7 | MU | Micron Technology Inc | 3.43% |
| 8 | AMD | Advanced Micro Devices Inc | 2.82% |
| 9 | JPM | JPMorgan Chase & Co | 1.92% |
| 10 | V | Visa Inc. Class A | 1.62% |
The top 10 holdings make up 49.5% of the fund (200 holdings in total). As of October 18, 2026.
About Horizon Expedition Plus ETF
The fund is an actively managed exchange-traded fund (ETF). The fund"s investment adviser, Horizon Investments, LLC ("Horizon" or the "Adviser"), seeks to achieve its investment objective by investing primarily in large-cap U.S. equity securities and selling and purchasing put and call options in an effort to generate income to the fund.
HBTA ETF FAQ
What is the HBTA expense ratio?
Horizon Expedition Plus ETF has a net expense ratio of 85.28%, or $8528.00 a year for every $10,000 invested.
How much money is in HBTA?
Horizon Expedition Plus ETF has about $246.8M in net assets.
What are the top holdings of HBTA?
The largest positions in HBTA are Roundhill BIG Tech ETF (9.34%), NVIDIA Corporation (7.92%), Microsoft Corporation (7.32%). The fund holds 200 securities in total.
How has HBTA performed?
HBTA returned +14.23% over the past year, including reinvested distributions.
Does HBTA pay dividends?
HBTA has a dividend yield of 0.02%.
When was HBTA launched?
Horizon Expedition Plus ETF began trading on January 22, 2025.
ETFs similar to HBTA
Funds that track the same index or whose top-10 holdings overlap most with HBTA's. Overlap: shared top-10 weight as a share of the larger top-10 total of the two funds.
| Symbol | Fund | Overlap | Expense ratio | Net assets | 1-year return |
|---|---|---|---|---|---|
| HBTA | Horizon Expedition Plus ETF | — | 85.28% | $246.8M | +14.23% |
| CHAT | Roundhill Generative AI & Technology ETF | 76% | 0.77% | $1.66B | +26.99% |
| NACP | Impact Shares NAACP Minority Empowerment ETF | 76% | 0.50% | $76.1M | +27.87% |
| HEMI | Hartford Equity Premium Income ETF | 76% | 0.13% | $37.6M | — |
| EPS | WisdomTree U.S. Earnings 500 Fund | 73% | 0.08% | $1.65B | +18.32% |
| GSPY | Gotham Enhanced 500 ETF | 73% | 0.51% | $710.3M | +19.71% |
| NELS | Nelson Select ETF | 72% | — | $71.9M | +16.77% |
| FFLC | Fidelity Fundamental Large Cap Core ETF | 71% | 0.38% | $1.24B | +15.78% |
| ROCY | JPMorgan Equity Premium Yield ETF | 70% | — | $833.5M | — |