ETFs most similar to HBTA

The funds whose holdings overlap Horizon Expedition Plus ETF the most, by weight. as of May 31, 2026SEC filing

By holdings overlap

FundCategoryOverlap with HBTAFeeAssets1YYieldCompare
HBTAHorizon Expedition Plus ETFLarge Cap Blend—0.86%$264M+17.6%0.55%
SFTYHorizon Managed Risk ETFTactical & Rotation71%0.77%$397M+16.5%0.16%side by side
STOXHorizon Core Equity ETFTotal Market70%0.70%$150M+17.1%0.17%side by side
WAMAWisdomTree US Adaptive Moving Average FundTactical & Rotation70%0.32%$186M—0.57%side by side
GPIXGoldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETFCovered Call68%0.29%$6.1B+7.9%8.13%side by side
SPYINEOS S&P 500 High Income ETFCovered Call68%0.68%$12.5B+2.7%11.72%side by side

Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.