BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

HBTAvsJUSAETF Comparison

ETF 1

HBTA

Horizon Expedition Plus ETF

This fund is part of

Options Strategies

-0.63%

Full HBTA fund page

VS

ETF 2

JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF

This fund is part of

US Large Cap

-1.05%

Full JUSA fund page

Horizon Expedition Plus ETF (HBTA) belongs to the Options Strategies segment. JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) is part of the US Large Cap segment. HBTA's top 3 sector exposures are Technology, Industrials and Finance. In contrast, JUSA's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. HBTA is more expensive with a Total Expense Ratio (TER) of 0.86%, versus 0.18% for JUSA. HBTA is up 8.42% year-to-date (YTD) with +$117M in YTD flows. JUSA performs better with 8.74% YTD performance, and +$414M in YTD flows. Run a side-by-side ETF comparison of HBTA and JUSA below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

HBTA vs JUSA performance and flow charts

Performance

Cumulative Flows

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

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 07/17/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	HBTA JUSA	-2.84%+0.39%	+3.73%+4.04%	+8.42%+8.74%	+21.86%+18.08%	n/an/a	n/an/a
Flows	HBTA JUSA	+$77M+$37M	+$85M+$408M	+$117M+$414M	+$167M+$417M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	HBTA JUSA	+20.67%+12.49%	+18.55%+12.42%	n/an/a	n/an/a
Max drawdown	HBTA JUSA	-6.72%-4.44%	-13.21%-8.92%	n/an/a	n/an/a
Max drawdown duration	HBTA JUSA	45d45d	92d63d	n/an/a	n/an/a

Trading data

Create an account to view trading data

Join for free

	HBTA	JUSA
Last sale 7/17/2026 at 1:30 PM	$31.42	$66.97
Previous close 07/16/2026	$31.74	$67.58
Consolidated volume 07/16/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 7/17/2026 at 1:30 PM

Live

Closed

	HBTA	JUSA
Last price	$31.42	$66.97
1D performance	-1.02%	-0.91%
AuM	$225.78 M	$446.27 M
E/R	0.86%	0.18%

Characteristics

	HBTA	JUSA
Management strategy	Active	Active
Provider	Horizon Investments	J.P. Morgan Asset Management
Benchmark	-	-
N° of holdings	198	241
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	January 22, 2025	March 13, 2025
ESG	No	No

More HBTA data on Trackinsight

More JUSA data on Trackinsight

Exposure

Countries

HBTA

USA

88.8%

Other

11.2%

JUSA

USA

96.38%

Other

3.62%

Sectors

HBTA

Technology

45.81%

Industrials

9.85%

Finance

8.67%

Consumer Non-Cycl.

7.33%

Other

28.34%

JUSA

Technology

45.98%

Finance

13.36%

Consumer Non-Cycl.

9.54%

Healthcare

8.05%

Industrials

7.51%

Other

15.55%

Diversification

HBTA

Total weight of top 15 holdings out of 15

54.73%

JUSA

Total weight of top 15 holdings out of 15

46.5%

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%

JUSA

NVIDIA Corp.

8.39%

Apple, Inc.

7.11%

Microsoft Corp.

5.13%

Amazon.com, Inc.

4.56%

Alphabet, Inc.

3.57%

Broadcom Inc.

3.27%

Alphabet, Inc.

2.56%

Meta Platforms, Inc.

2.37%

Micron Technology, Inc.

1.86%

Tesla, Inc.

1.71%

Berkshire Hathaway, Inc.

1.28%

Exxon Mobil Corp.

1.27%

Eli Lilly & Co.

1.19%

Visa, Inc.

1.13%

Advanced Micro Devices, Inc.

1.12%

Frequently asked questions about HBTA and JUSA

How have the HBTA and JUSA ETFs performed in 2026?

As of July 17, 2026, HBTA is up 8.42% year-to-date (YTD), while JUSA has returned 8.74%. That puts JUSA better performer ahead so far this year.

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

Year-to-date, the HBTA ETF saw +$117M in flows, compared to +$414M for JUSA.

Which ETF is more volatile: HBTA or JUSA?

Over the past year, HBTA had a volatility of 18.55%, while JUSA experienced 12.42%.

Which ETF is bigger: HBTA or JUSA?

As of July 17, 2026, HBTA holds $225.78 M in assets under management (AUM), while JUSA manages $446.27 M.

What sectors do the HBTA and JUSA ETFs invest in?

HBTA leans toward sectors like Technology, Industrials and Finance. Meanwhile, JUSA focuses on Technology, Finance and Consumer Non-Cyclicals.

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

HBTA top holdings include US53656G4982, NVIDIA Corp. and Alphabet, Inc.. JUSA holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

Which ETF is more diversified: HBTA or JUSA?

HBTA holds 198 securities with 54.73% of its assets in the top 15. JUSA has 243 securities and a top 15 weight of 46.5%.

Horizon Investments Introduces HBTA and BENJ ETFs

January 28, 2025

HBTA

HBTAvsJUSAETF Comparison

Horizon Expedition Plus ETF

JPMorgan U.S. Research Enhanced Large Cap ETF

HBTA vs JUSA 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 JUSA ETFs performed in 2026?

As of July 17, 2026, HBTA is up 8.42% year-to-date (YTD), while JUSA has returned 8.74%. That puts JUSA better performer ahead so far this year.

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

Year-to-date, the HBTA ETF saw +$117M in flows, compared to +$414M for JUSA.

Which ETF is more volatile: HBTA or JUSA?

Over the past year, HBTA had a volatility of 18.55%, while JUSA experienced 12.42%.

Which ETF is bigger: HBTA or JUSA?

As of July 17, 2026, HBTA holds $225.78 M in assets under management (AUM), while JUSA manages $446.27 M.

What sectors do the HBTA and JUSA ETFs invest in?

HBTA leans toward sectors like Technology, Industrials and Finance. Meanwhile, JUSA focuses on Technology, Finance and Consumer Non-Cyclicals.

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

HBTA top holdings include US53656G4982, NVIDIA Corp. and Alphabet, Inc.. JUSA holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

Which ETF is more diversified: HBTA or JUSA?

HBTA holds 198 securities with 54.73% of its assets in the top 15. JUSA has 243 securities and a top 15 weight of 46.5%.

Horizon Investments Introduces HBTA and BENJ ETFs

The ETF Industry Is Evolving Fast