Compare · 2 funds side by side · dividends reinvested

HBTA and SPYM

HBTAHorizon Funds×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

HBTA and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.0

Horizon Expedition Plus ETFUnsorted0.85%0.61%+4.4%+6.3%[…][…]−14.5%22.5%$226M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: HBTA 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Expedition Plus ETF · $226M[…]

HBTA

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 45.3% in common

HBTAMeasureSPYM

+4.4%Year to dateJan 1 → Nov 9+11.3%

+6.3%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.85%Expense ratio$85 · $2 a year on $10k · lower is better0.02%

0.61%Trailing 12-mo yield$61 · $103 a year on $10k1.03%

−14.5%Worst dropSmaller is better−8.9%

22.5%VolatilityLower is calmer13.7%

HBTASPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HBTA vs SPYM: Top 5 Holdings

Today

HBTA

35.7%in top 5

SPYM

in top 527.8%

HBTAStockSPYM

9.3%MAGSnot top 5

8.4%MSFT6.2%

not top 5AAPL7.9%

7.8%NVDA7.1%

6.6%GOOGL2.6%

not top 5AMZN4.0%

3.5%METAnot top 5

Held in common45.3%

End-of-day Nov 9, 2026 · share of each fund

HBTA vs SPYM Returns, Every Period

Horizon FundsHBTA

+6.3%

past year

SPYMSPDR

+13.6%

past year

HBTASPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: HBTA vs SPYM

YTD

Horizon FundsHBTA

+4.4%

SPYMSPDR

+11.3%

+4.4%Year to date+11.3%

−14.5%Worst drop · 1Y−8.9%

22.5%Volatility · 1Y13.7%

0.6%Yield1.0%

$226MAssets$179B

4–0SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HBTA, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

HBTA0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HBTA, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

HBTA0.61%$61

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

HBTA$61 − $85 = −$24

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HBTA, SPYM

Today

45.3%most shared, HBTA and SPYM

HBTASPYM

HBTA—45.3%

SPYM45.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

HBTAWorst drop−14.5%22.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMHBTA

+11.3%Year to date+4.4%

1.0%Yield0.6%

+13.6%Past year+6.3%

0.02%Fee0.85%

4–0SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026