HBTAvsBKLCETF Comparison
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Horizon Expedition Plus ETF (HBTA) belongs to the Options Strategies segment. BNY Mellon US Large Cap Core Equity ETF (BKLC) is part of the US Large Cap segment. HBTA's top 3 sector exposures are Technology, Industrials and Finance. In contrast, BKLC's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. HBTA is up 8.42% year-to-date (YTD) with +$117M in YTD flows. BKLC performs better with 9.59% YTD performance, and +$96M in YTD flows. Run a side-by-side ETF comparison of HBTA and BKLC 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 BKLC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HBTA BKLC | -2.84%+0.47% | +3.73%+5.01% | +8.42%+9.59% | +21.86%+19.65% | n/a+75.16% | n/a+88.68% |
| Flows | HBTA BKLC | +$77M+$86M | +$85M-$283M | +$117M+$96M | +$167M+$1.14B | -+$2.06B | -+$3.40B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HBTA BKLC | +20.67%+13.29% | +18.55%+12.91% | n/a+15.26% | n/a+17.69% |
| Max drawdown | HBTA BKLC | -6.72%-4.61% | -13.21%-9.09% | n/a-19.17% | n/a-26.14% |
| Max drawdown duration | HBTA BKLC | 45d45d | 92d76d | n/a126d | n/a707d |
Trading data
HBTA | BKLC | |
Last sale 7/17/2026 at 1:30 PM | $31.42 | $142.38 |
| Previous close 07/16/2026 | $31.74 | $143.89 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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HBTA
is actively managed and doesn’t replicate an indexHBTA | BKLC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
HBTA | BKLC | |
|---|---|---|
| Last price | $31.42 | $142.38 |
| 1D performance | -1.02% | -1.05% |
| AuM | $225.78 M | $5.43 B |
| E/R | 0.86% | 0% |
Characteristics
HBTA | BKLC | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Horizon Investments | BNY Mellon |
| Benchmark | - | Solactive GBS United States 500 Index |
| N° of holdings | 198 | 497 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 22, 2025 | April 7, 2020 |
| ESG | No | No |
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Exposure
Countries
HBTA
USA
88.8%
Other
11.2%
BKLC
USA
97.36%
Other
2.64%
Sectors
HBTA
Technology
45.81%
Industrials
9.85%
Finance
8.67%
Consumer Non-Cycl.
7.33%
Other
28.34%
BKLC
Technology
46.33%
Finance
12.41%
Consumer Non-Cycl.
9.13%
Healthcare
8.18%
Industrials
7.91%
Other
16.05%
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Diversification
HBTA
Total weight of top 15 holdings out of 15
54.73%
BKLC
Total weight of top 15 holdings out of 15
44.22%
Top 15 holdings
Data as of May 31, 2026
HBTA
US53656G4982
8.70%
NVIDIA Corp.
8.04%
Alphabet, Inc.
7.63%
Apple, Inc.
7.06%
Broadcom Inc.
4.44%
Amazon.com, Inc.
2.98%
Tesla, Inc.
2.65%
Micron Technology, Inc.
2.44%
Meta Platforms, Inc.
1.92%
Advanced Micro Devices, Inc.
1.89%
Eli Lilly & Co.
1.66%
Walmart, Inc.
1.58%
Microsoft Corp.
1.49%
Intel Corp.
1.20%
Exxon Mobil Corp.
1.05%
BKLC
NVIDIA Corp.
7.70%
Apple, Inc.
6.76%
Microsoft Corp.
4.67%
Amazon.com, Inc.
3.90%
Alphabet, Inc.
3.47%
Broadcom Inc.
3.01%
Alphabet, Inc.
2.99%
Tesla, Inc.
2.22%
Meta Platforms, Inc.
2.06%
Micron Technology, Inc.
1.55%
Eli Lilly & Co.
1.38%
JPMorgan Chase & Co.
1.27%
Advanced Micro Devices, Inc.
1.25%
Berkshire Hathaway, Inc.
1.03%
Exxon Mobil Corp.
0.96%
Frequently asked questions about HBTA and BKLC
How have the HBTA and BKLC ETFs performed in 2026?
As of July 17, 2026, HBTA is up 8.42% year-to-date (YTD), while BKLC has returned 9.59%. That puts BKLC better performer ahead so far this year.
Which ETF is attracting more investor money: HBTA or BKLC?
Year-to-date, the HBTA ETF saw +$117M in flows, compared to +$96M for BKLC.
Which ETF is more volatile: HBTA or BKLC?
Over the past year, HBTA had a volatility of 18.55%, while BKLC experienced 12.91%.
Which ETF is bigger: HBTA or BKLC?
As of July 17, 2026, HBTA holds $225.78 M in assets under management (AUM), while BKLC manages $5.43 B.
What sectors do the HBTA and BKLC ETFs invest in?
HBTA leans toward sectors like Technology, Industrials and Finance. Meanwhile, BKLC focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the HBTA ETF and BKLC ETF?
HBTA top holdings include US53656G4982, NVIDIA Corp. and Alphabet, Inc.. BKLC holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: HBTA or BKLC?
HBTA holds 198 securities with 54.73% of its assets in the top 15. BKLC has 501 securities and a top 15 weight of 44.22%.
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Latest news about HBTA & BKLC
Horizon Investments Introduces HBTA and BENJ ETFs
January 28, 2025
HBTA
State Street Global Advisors' 2024 US ETF Impact Survey: Key Takeaways and ETFs to Watch
August 30, 2024
BKLC
Meet the Ultra-Affordable, Zero-Expense Ratio ETFs from BNY Mellon
July 19, 2024
BKLC
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