HBTAvsSPINETF Comparison
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Horizon Expedition Plus ETF (HBTA) and State Street SPDR US Equity Premium Income ETF (SPIN) belong to the same industry segment: Options Strategies. HBTA's top 3 sector exposures are Technology, Industrials and Finance. In contrast, SPIN'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 0.25% for SPIN. HBTA is up 8.42% year-to-date (YTD) with +$117M in YTD flows. SPIN performs worse with 2.51% YTD performance, and -$10M in YTD flows. Run a side-by-side ETF comparison of HBTA and SPIN 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 SPIN 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 SPIN | -2.84%+1.13% | +3.73%+2.29% | +8.42%+2.51% | +21.86%+13.22% | n/an/a | n/an/a |
| Flows | HBTA SPIN | +$77M-$647K | +$85M-$10M | +$117M-$10M | +$167M+$33M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HBTA SPIN | +20.67%+11.00% | +18.55%+11.39% | n/an/a | n/an/a |
| Max drawdown | HBTA SPIN | -6.72%-3.89% | -13.21%-9.72% | n/an/a | n/an/a |
| Max drawdown duration | HBTA SPIN | 45d37d | 92d120d | n/an/a | n/an/a |
Trading data
HBTA | SPIN | |
Last sale 7/17/2026 at 1:30 PM | $31.42 | $32.18 |
| Previous close 07/16/2026 | $31.74 | $32.56 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
HBTA | SPIN | |
|---|---|---|
| Last price | $31.42 | $32.18 |
| 1D performance | -1.02% | -1.15% |
| AuM | $225.78 M | $45.31 M |
| E/R | 0.86% | 0.25% |
Characteristics
HBTA | SPIN | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Horizon Investments | State Street Investment Management |
| Benchmark | - | - |
| N° of holdings | 198 | 93 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 22, 2025 | September 4, 2024 |
| ESG | No | No |
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Exposure
Countries
HBTA
USA
88.8%
Other
11.2%
SPIN
USA
96.58%
Other
3.42%
Sectors
HBTA
Technology
45.81%
Industrials
9.85%
Finance
8.67%
Consumer Non-Cycl.
7.33%
Other
28.34%
SPIN
Technology
51.17%
Finance
10.64%
Consumer Non-Cycl.
8.87%
Industrials
8.25%
Healthcare
8.24%
Other
12.82%
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Diversification
HBTA
Total weight of top 15 holdings out of 15
54.73%
SPIN
Total weight of top 15 holdings out of 15
55.35%
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%
SPIN
NVIDIA Corp.
9.68%
Microsoft Corp.
6.61%
Alphabet, Inc.
6.26%
Apple, Inc.
5.87%
Amazon.com, Inc.
5.26%
Broadcom Inc.
4.22%
Meta Platforms, Inc.
3.03%
Advanced Micro Devices, Inc.
2.94%
JPMorgan Chase & Co.
1.97%
Eli Lilly & Co.
1.93%
Applied Materials, Inc.
1.62%
Exxon Mobil Corp.
1.60%
Visa, Inc.
1.55%
Micron Technology, Inc.
1.42%
S&P Global, Inc.
1.39%
Frequently asked questions about HBTA and SPIN
How have the HBTA and SPIN ETFs performed in 2026?
As of July 17, 2026, HBTA is up 8.42% year-to-date (YTD), while SPIN has returned 2.51%. That puts HBTA better performer ahead so far this year.
Which ETF is attracting more investor money: HBTA or SPIN?
Year-to-date, the HBTA ETF saw +$117M in flows, compared to -$10M for SPIN.
Which ETF is more volatile: HBTA or SPIN?
Over the past year, HBTA had a volatility of 18.55%, while SPIN experienced 11.39%.
Which ETF is bigger: HBTA or SPIN?
As of July 17, 2026, HBTA holds $225.78 M in assets under management (AUM), while SPIN manages $45.31 M.
What sectors do the HBTA and SPIN ETFs invest in?
HBTA leans toward sectors like Technology, Industrials and Finance. Meanwhile, SPIN focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the HBTA ETF and SPIN ETF?
HBTA top holdings include US53656G4982, NVIDIA Corp. and Alphabet, Inc.. SPIN holds in its top three: NVIDIA Corp., Microsoft Corp. and Alphabet, Inc..
Which ETF is more diversified: HBTA or SPIN?
HBTA holds 198 securities with 54.73% of its assets in the top 15. SPIN has 94 securities and a top 15 weight of 55.35%.
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Latest news about HBTA & SPIN
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