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HBTAvsAAEQETF Comparison

ETF 1

HBTA

Horizon Expedition Plus ETF

This fund is part of

Options Strategies

-0.16%

Full HBTA fund page

VS

ETF 2

AAEQ

Alpha Architect US Equity 2 ETF

This fund is part of

US All Cap

-0.45%

Full AAEQ fund page

Horizon Expedition Plus ETF (HBTA) belongs to the Options Strategies segment. Alpha Architect US Equity 2 ETF (AAEQ) is part of the US All Cap segment. HBTA's top 3 sector exposures are Information Technology, Communication Services and Industrials. In contrast, AAEQ's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. HBTA is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.15% for AAEQ. HBTA is up 4.94% year-to-date (YTD) with +$32M in YTD flows. AAEQ performs worse with 3.14% YTD performance, and -$13M in YTD flows. Run a side-by-side ETF comparison of HBTA and AAEQ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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HBTA vs AAEQ performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	HBTA AAEQ	+18.16%+12.50%	+2.61%+1.98%	+4.94%+3.14%	+42.40%n/a	n/an/a	n/an/a
Flows	HBTA AAEQ	+$2M-$2M	+$12M-$12M	+$32M-$13M	+$85M-	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	HBTA AAEQ	+22.02%+15.34%	+17.34%n/a	n/an/a	n/an/a
Max drawdown	HBTA AAEQ	-13.16%-9.35%	-13.21%n/a	n/an/a	n/an/a
Max drawdown duration	HBTA AAEQ	76d76d	92dn/a	n/an/a	n/an/a

Trading data

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	HBTA	AAEQ
Last sale 4/29/2026 at 3:48 PM	$30.31	$50.78
Previous close 04/28/2026	$30.38	$51.11
Consolidated volume 04/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/29/2026 at 3:48 PM

Live

Closed

	HBTA	AAEQ
Last price	$30.31	$50.78
1D performance	-0.23%	-0.64%
AuM	$136.59 M	$475.27 M
E/R	0.85%	0.15%

Characteristics

	HBTA	AAEQ
Management strategy	Active	Active
Provider	Horizon Investments	Alpha Architect
Benchmark	-	-
N° of holdings	194	338
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	January 22, 2025	December 10, 2025
ESG	No	No

More HBTA data on Trackinsight

More AAEQ data on Trackinsight

Exposure

Countries

HBTA

USA

99.25%

Other

0.75%

AAEQ

USA

97.01%

Other

2.99%

Sectors

HBTA

Information Techn.

31.92%

Communication Ser.

10.62%

Industrials

10.6%

Consumer Discreti.

9.75%

Financials

7.6%

Other

29.51%

AAEQ

Information Techn.

34.59%

Communication Ser.

10.38%

Consumer Discreti.

10.25%

Financials

10.17%

Health Care

9.48%

Industrials

8.08%

Other

17.05%

Diversification

HBTA

Total weight of top 15 holdings out of 15

52.96%

AAEQ

Total weight of top 15 holdings out of 15

45.62%

Top 15 holdings

Data as of March 31, 2026

HBTA

US53656G4982

8.86%

NVIDIA

7.92%

APPLE

7.23%

ALPHABET INC-CL

6.87%

BROADCOM LIMITED

3.95%

AMAZON.COM INC

2.89%

TESLA

2.78%

META PLATFORMS

2.16%

WALMART INC

2.11%

LILLY

1.77%

MICROSOFT-T

1.65%

EXXON

1.54%

MICRON TECHNOLOGY

1.12%

JOHNSON&JOHNSON

1.12%

PALANTIR TECHNOLOGIES

0.99%

AAEQ

APPLE

7.68%

NVIDIA

7.35%

MICROSOFT-T

5.64%

AMAZON.COM INC

3.63%

ALPHABET INC-CL

3.33%

ALPHABET INC-CL

2.66%

BROADCOM LIMITED

2.55%

META PLATFORMS

2.15%

TESLA

1.84%

BERKSHIRE HATHWAY

1.83%

JPMORGAN CHASE

1.60%

EXXON

1.51%

LILLY

1.48%

JOHNSON&JOHNSON

1.22%

WALMART INC

1.15%

Frequently asked questions about HBTA and AAEQ

How have the HBTA and AAEQ ETFs performed in 2026?

As of April 28, 2026, HBTA is up 4.94% year-to-date (YTD), while AAEQ has returned 3.14%. That puts HBTA better performer ahead so far this year.

Which ETF is attracting more investor money: HBTA or AAEQ?

Year-to-date, the HBTA ETF saw +$32M in flows, compared to -$13M for AAEQ.

Which ETF is bigger: HBTA or AAEQ?

As of April 28, 2026, HBTA holds $136.59 M in assets under management (AUM), while AAEQ manages $475.27 M.

What sectors do the HBTA and AAEQ ETFs invest in?

HBTA leans toward sectors like Information Technology, Communication Services and Industrials. Meanwhile, AAEQ focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the HBTA ETF and AAEQ ETF?

HBTA top holdings include US53656G4982, NVIDIA and APPLE. AAEQ holds in its top three: APPLE, NVIDIA and MICROSOFT-T.

Which ETF is more diversified: HBTA or AAEQ?

HBTA holds 199 securities with 52.96% of its assets in the top 15. AAEQ has 352 securities and a top 15 weight of 45.62%.

Horizon Investments Introduces HBTA and BENJ ETFs

January 28, 2025

HBTA

HBTAvsAAEQETF Comparison

Horizon Expedition Plus ETF

Alpha Architect US Equity 2 ETF

HBTA vs AAEQ performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the HBTA and AAEQ ETFs performed in 2026?

As of April 28, 2026, HBTA is up 4.94% year-to-date (YTD), while AAEQ has returned 3.14%. That puts HBTA better performer ahead so far this year.

Which ETF is attracting more investor money: HBTA or AAEQ?

Year-to-date, the HBTA ETF saw +$32M in flows, compared to -$13M for AAEQ.

Which ETF is bigger: HBTA or AAEQ?

As of April 28, 2026, HBTA holds $136.59 M in assets under management (AUM), while AAEQ manages $475.27 M.

What sectors do the HBTA and AAEQ ETFs invest in?

HBTA leans toward sectors like Information Technology, Communication Services and Industrials. Meanwhile, AAEQ focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the HBTA ETF and AAEQ ETF?

HBTA top holdings include US53656G4982, NVIDIA and APPLE. AAEQ holds in its top three: APPLE, NVIDIA and MICROSOFT-T.

Which ETF is more diversified: HBTA or AAEQ?

HBTA holds 199 securities with 52.96% of its assets in the top 15. AAEQ has 352 securities and a top 15 weight of 45.62%.

Horizon Investments Introduces HBTA and BENJ ETFs

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