ETF overview
EXPN targets investments believed to benefit from an expansionary economic environment known as expansion leaders. It actively invests in US large-cap companies through an equity strategy combined with a commodity-linked options overlay strategy. The equity strategy targets common stocks, ADRs, REITs, and ETFs, focusing on companies with high correlation to inflationary economic environments, solid fundamental growth, and improving operating margin trends. The options overlay, on the other hand, provide commodity-linked return exposure, through purchasing and/or selling FLEX and OTC options, to generate income or directional exposure. It does not invest directly in physical commodities or futures. The fund employs a multi-disciplinary approach, combining active management with economic, quantitative, and fundamental analysis. It may also write put and call options on individual securities for hedging purposes, and may use spreads, straddles, and collars.
Fund facts
- Expense ratio
- 0.75%
- Fund assets
- 83.12M USD (all share classes)
- Issuer
- Horizon Funds
- Inception date
- Aug 12, 2026
- Number of holdings
- 58
Breakdown
Holdings (58)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA Corp | NVDA | 9.25% |
| Alphabet Inc | GOOG | 7.93% |
| Microsoft Corp | MSFT | 7.38% |
| Amazon.com Inc | 5.89% | |
| Broadcom Inc | AVGO | 4.18% |
| Micron Technology Inc | MU | 3.08% |
| Costco Wholesale Corp | COST | 2.65% |
| Palantir Technologies Inc | PLTR | 2.32% |
| UnitedHealth Group Inc | UNH | 2.26% |
| Eli Lilly & Co | LLY | 2.09% |
| and 45 more | ||
Similar ETFs
- iShares Nasdaq Top 30 Stocks ETFQTOP · Overlap 45% · Expense ratio 0.20%
- Nuveen Growth OpportunitiesNUGO · Overlap 43% · Expense ratio 0.49%
- iShares Expanded Tech Sector ETFIGM · Overlap 43% · Expense ratio 0.37%
- iShares Russell Top 200 Growth ETFIWY · Overlap 43% · Expense ratio 0.20%
- Hartford Exchange-Traded Funds - Hartford Alpha Capture Growth ETFACGO · Overlap 42% · Expense ratio 0.50%
- Vanguard S&P 500 Growth ETFVOOG · Overlap 42% · Expense ratio 0.07%
- Wahed FTSE USA Shariah ETFHLAL · Overlap 42% · Expense ratio 0.50%
- Schwab U.S. Large-Cap Growth ETFSCHG · Overlap 42% · Expense ratio 0.04%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.

Horizon Funds - Horizon Expansion Leaders ETF (EXPN)
- Expense ratio
- 0.75%
- Fund assets
- 83.12M USD (all share classes)
- Issuer
- Horizon Funds
- Inception date
- Aug 12, 2026
- Number of holdings
- 58
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA Corp | NVDA | 9.25% |
| Alphabet Inc | GOOG | 7.93% |
| Microsoft Corp | MSFT | 7.38% |
| Amazon.com Inc | 5.89% | |
| Broadcom Inc | AVGO | 4.18% |
| Micron Technology Inc | MU | 3.08% |
| Costco Wholesale Corp | COST | 2.65% |
| Palantir Technologies Inc | PLTR | 2.32% |
| UnitedHealth Group Inc | UNH | 2.26% |
| Eli Lilly & Co | LLY | 2.09% |
| and 45 more | ||
EXPN targets investments believed to benefit from an expansionary economic environment known as expansion leaders. It actively invests in US large-cap companies through an equity strategy combined with a commodity-linked options overlay strategy. The equity strategy targets common stocks, ADRs, REITs, and ETFs, focusing on companies with high correlation to inflationary economic environments, solid fundamental growth, and improving operating margin trends. The options overlay, on the other hand, provide commodity-linked return exposure, through purchasing and/or selling FLEX and OTC options, to generate income or directional exposure. It does not invest directly in physical commodities or futures. The fund employs a multi-disciplinary approach, combining active management with economic, quantitative, and fundamental analysis. It may also write put and call options on individual securities for hedging purposes, and may use spreads, straddles, and collars.
- iShares Nasdaq Top 30 Stocks ETFQTOP · Overlap 45% · Expense ratio 0.20%
- Nuveen Growth OpportunitiesNUGO · Overlap 43% · Expense ratio 0.49%
- iShares Expanded Tech Sector ETFIGM · Overlap 43% · Expense ratio 0.37%
- iShares Russell Top 200 Growth ETFIWY · Overlap 43% · Expense ratio 0.20%
- Hartford Exchange-Traded Funds - Hartford Alpha Capture Growth ETFACGO · Overlap 42% · Expense ratio 0.50%
- Vanguard S&P 500 Growth ETFVOOG · Overlap 42% · Expense ratio 0.07%
- Wahed FTSE USA Shariah ETFHLAL · Overlap 42% · Expense ratio 0.50%
- Schwab U.S. Large-Cap Growth ETFSCHG · Overlap 42% · Expense ratio 0.04%
Overlap is the share of assets the two funds hold in common.
Unlock all ETF data
Sign up for FreeUnlock all ETF data
Sign up for Free