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HBTAvsNBCRETF Comparison

ETF 1

HBTA

Horizon Expedition Plus ETF

This fund is part of

Options Strategies

+0%

Full HBTA fund page

VS

ETF 2

NBCR

Neuberger Berman Core Equity ETF

This fund is part of

US Large Cap

+0%

Full NBCR fund page

Horizon Expedition Plus ETF (HBTA) belongs to the Options Strategies segment. Neuberger Berman Core Equity ETF (NBCR) is part of the US Large Cap segment. HBTA's top 3 sector exposures are Information Technology, Communication Services and Industrials. In contrast, NBCR's top sector exposures are Information Technology, Communication Services and Financials. HBTA is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.52% for NBCR. HBTA is up 4.84% year-to-date (YTD) with +$32M in YTD flows. NBCR performs worse with 2.42% YTD performance, and +$123M in YTD flows. Run a side-by-side ETF comparison of HBTA and NBCR 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 NBCR 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 04/29/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	HBTA NBCR	+18.04%+11.88%	+2.62%+1.17%	+4.84%+2.42%	+41.26%+27.58%	n/an/a	n/an/a
Flows	HBTA NBCR	+$2M-$3M	+$12M-$71M	+$32M+$123M	+$85M+$487M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	HBTA NBCR	+22.02%+14.69%	+17.34%+12.04%	n/an/a	n/an/a
Max drawdown	HBTA NBCR	-13.10%-9.60%	-13.21%-10.22%	n/an/a	n/an/a
Max drawdown duration	HBTA NBCR	71d72d	92d94d	n/an/a	n/an/a

Trading data

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	HBTA	NBCR
Last sale 4/30/2026 at 1:30 PM	$30.81	$32.63
Previous close 04/29/2026	$30.30	$32.37
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/30/2026 at 1:30 PM

Live

Closed

	HBTA	NBCR
Last price	$30.81	$32.63
1D performance	+1.68%	+0.80%
AuM	$136.45 M	$835.44 M
E/R	0.85%	0.52%

Characteristics

	HBTA	NBCR
Management strategy	Active	Active
Provider	Horizon Investments	Neuberger Berman
Benchmark	-	-
N° of holdings	194	187
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	January 22, 2025	August 1, 2024
ESG	No	No

More HBTA data on Trackinsight

More NBCR data on Trackinsight

Exposure

Countries

HBTA

USA

99.25%

Other

0.75%

NBCR

USA

92.86%

Other

7.14%

Sectors

HBTA

Information Techn.

31.92%

Communication Ser.

10.62%

Industrials

10.6%

Consumer Discreti.

9.75%

Financials

7.6%

Other

29.51%

NBCR

Information Techn.

30.33%

Communication Ser.

11.47%

Financials

10.51%

Consumer Discreti.

10.38%

Industrials

9.34%

Health Care

9.08%

Other

18.89%

Diversification

HBTA

Total weight of top 15 holdings out of 15

52.96%

NBCR

Total weight of top 15 holdings out of 15

43.21%

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%

JOHNSON&JOHNSON

1.12%

MICRON TECHNOLOGY

1.12%

CATERPILLAR

0.99%

NBCR

NVIDIA

7.13%

APPLE

6.30%

MICROSOFT-T

4.91%

ALPHABET INC-CL

3.92%

AMAZON.COM INC

3.49%

ALPHABET INC-CL

2.39%

BROADCOM LIMITED

2.39%

META PLATFORMS

2.31%

AON

1.69%

JPMORGAN CHASE

1.63%

TESLA

1.61%

EXXON

1.41%

LILLY

1.41%

VISA INCORPORATION

1.38%

JOHNSON&JOHNSON

1.24%

Frequently asked questions about HBTA and NBCR

How have the HBTA and NBCR ETFs performed in 2026?

As of April 29, 2026, HBTA is up 4.84% year-to-date (YTD), while NBCR has returned 2.42%. That puts HBTA better performer ahead so far this year.

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

Year-to-date, the HBTA ETF saw +$32M in flows, compared to +$123M for NBCR.

Which ETF is more volatile: HBTA or NBCR?

Over the past year, HBTA had a volatility of 17.34%, while NBCR experienced 12.04%.

Which ETF is bigger: HBTA or NBCR?

As of April 29, 2026, HBTA holds $136.45 M in assets under management (AUM), while NBCR manages $835.44 M.

What sectors do the HBTA and NBCR ETFs invest in?

HBTA leans toward sectors like Information Technology, Communication Services and Industrials. Meanwhile, NBCR focuses on Information Technology, Communication Services and Financials.

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

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

Which ETF is more diversified: HBTA or NBCR?

HBTA holds 199 securities with 52.96% of its assets in the top 15. NBCR has 194 securities and a top 15 weight of 43.21%.

Horizon Investments Introduces HBTA and BENJ ETFs

January 28, 2025

HBTA

HBTAvsNBCRETF Comparison

Horizon Expedition Plus ETF

Neuberger Berman Core Equity ETF

HBTA vs NBCR 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 NBCR ETFs performed in 2026?

As of April 29, 2026, HBTA is up 4.84% year-to-date (YTD), while NBCR has returned 2.42%. That puts HBTA better performer ahead so far this year.

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

Year-to-date, the HBTA ETF saw +$32M in flows, compared to +$123M for NBCR.

Which ETF is more volatile: HBTA or NBCR?

Over the past year, HBTA had a volatility of 17.34%, while NBCR experienced 12.04%.

Which ETF is bigger: HBTA or NBCR?

As of April 29, 2026, HBTA holds $136.45 M in assets under management (AUM), while NBCR manages $835.44 M.

What sectors do the HBTA and NBCR ETFs invest in?

HBTA leans toward sectors like Information Technology, Communication Services and Industrials. Meanwhile, NBCR focuses on Information Technology, Communication Services and Financials.

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

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

Which ETF is more diversified: HBTA or NBCR?

HBTA holds 199 securities with 52.96% of its assets in the top 15. NBCR has 194 securities and a top 15 weight of 43.21%.

Horizon Investments Introduces HBTA and BENJ ETFs

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