HBTA — Horizon Expedition Plus ETF
Horizon Expedition Plus ETF (HBTA)
HBTA pays a 0.02% distribution rate, on a 0.86% expense ratio. Its Distribution Safety Score™ is 50 (Caution). Total return is 30.9% over the past 1.6 years, 1.4 points ahead of SPY at 29.5%. Its deepest 1-year drawdown was 13.2%.
Horizon Expedition Plus is an actively managed ETF that invests primarily in large-cap U.S. equities while employing options strategies—selling and purchasing put and call options—to generate income for the fund. The fund carries an expense ratio of 0.86% and has a minimal current distribution rate. This fund may appeal to equity investors seeking options-based income generation strategies alongside large-cap stock exposure.
HBTA key facts
- Distribution Safety Score™
- 50 · Caution
- Issuer
- Horizon Investments
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 01/22/2025
- Expense ratio
- 0.86%
- Distribution rate
- 0.02%
- Trailing yield
- 0.56%
- Last close
- $33.07
- AUM
- $233,914,140
- Average volume
- 31600.0
- Last dividend
- $0.1850
- Ex-dividend date
- 12/24/2025
- Payment date
- 12/26/2025
- Beta
- 1.4141
- P/E ratio
- 28.384
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