Compare · 2 funds side by side · dividends reinvested

HBTA and VOO

HBTAHorizon Funds×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

HBTA and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.0

Horizon Expedition Plus ETFUnsorted0.85%0.60%+7.1%+6.1%[…][…]−13.2%21.0%$234M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: HBTA 2025 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Expedition Plus ETF · $234M[…]

HBTA

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 48.2% in common

HBTAMeasureVOO

+7.1%Year to dateJan 1 → Nov 4+13.4%

+6.1%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

0.60%Trailing 12-mo yield$60 · $105 a year on $10k1.05%

−13.2%Worst dropSmaller is better−8.9%

21.0%VolatilityLower is calmer12.8%

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

0–6VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HBTA vs VOO: Top 5 Holdings

Today

HBTA

34.8%in top 5

VOO

in top 528.3%

HBTAStockVOO

9.0%MAGSnot top 5

8.3%NVDA8.4%

7.9%MSFT5.8%

not top 5AAPL7.4%

6.2%GOOGL3.1%

not top 5AMZN3.7%

3.4%METAnot top 5

Held in common48.2%

End-of-day Nov 4, 2026 · share of each fund

HBTA vs VOO Returns, Every Period

Horizon FundsHBTA

+6.1%

past year

VOOVanguard

+13.5%

past year

HBTAVOOFaded: behind in that period

0–2VOO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: HBTA vs VOO

YTD

Horizon FundsHBTA

+7.1%

VOOVanguard

+13.4%

+7.1%Year to date+13.4%

−13.2%Worst drop · 1Y−8.9%

21.0%Volatility · 1Y12.8%

0.6%Yield1.1%

$234MAssets$1.00T

4–0VOO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HBTA, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HBTA0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HBTA, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

HBTA0.60%$60

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

HBTA$60 − $85 = −$25

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HBTA, VOO

Today

48.2%most shared, HBTA and VOO

HBTAVOO

HBTA—48.2%

VOO48.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

VOOWorst drop−8.9%12.8% vol

HBTAWorst drop−13.2%21.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOOHBTA

+13.4%Year to date+7.1%

1.1%Yield0.6%

+13.5%Past year+6.1%

0.03%Fee0.85%

4–0VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026