See what your fund actually adds
Horizon Expansion Leaders ETF EXPN
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | EXPN | Replication |
|---|---|---|
| Annualized growth | 3.1% | -9.4% |
| Annualized volatility | 9.2% | 8.2% |
| Sharpe ratio | 0.37 | -1.16 |
| Maximum drawdown | 1.5% | 2.0% |
| Replication fit (R²) | 0.98 · Tracking error 1.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model EXPN’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| XLU | Sector · Utilities | 33.5% |
| MTUM | Factor · Momentum | 32.2% |
| XLV | Sector · Healthcare | 27.2% |
| IWC | Micro Cap | 7.2% |