BCLO vs SMOX
Comparison between iShares BBBB CLO Active ETF (BCLO, ETF) and Horizon SmallMid Cap Core Equity ETF (SMOX, ETF).
BCLO vs SMOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BCLO
$74M
SMOX
$74M
Expense Ratio
Winner
BCLO
0.45%
SMOX
0.75%
Max Drawdown
Winner
BCLO
5.66%
SMOX
7.76%
Sharpe Ratio
BCLO
1.19
Winner
SMOX
1.87
5Y Beta
Winner
BCLO
0.06
SMOX
0.89
P/E Ratio
BCLO
N/A
SMOX
22.91
Forward P/E
BCLO
N/A
SMOX
16.94
5Y EPS CAGR
BCLO
N/A
SMOX
15.00%
Debt to Equity
BCLO
N/A
SMOX
13.42%
P/S Ratio
BCLO
N/A
SMOX
1.78
P/B Ratio
BCLO
N/A
SMOX
2.84
BCLO vs SMOX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BCLO
+0.25%
SMOX
+0.24%
3M
BCLO
+2.49%
Winner
SMOX
+5.57%
6M
BCLO
+2.45%
Winner
SMOX
+12.18%
1Y
BCLO
+6.27%
SMOX
N/A
Max(CAGR)
BCLO
+5.92%
Winner
SMOX
+35.56%
BCLO vs SMOX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | BCLO | SMOX |
|---|---|---|
| 2026 | +3.12% | +19.13% |
| 2025 | +5.43% | +0.44% |
BCLO vs SMOX Drawdown Comparison
The maximum drawdown for BCLO was -4.45%, occurring on Apr 7, 2025. Recovery took 64 trading sessions.
The maximum drawdown for SMOX was -7.76%, occurring on Mar 20, 2026. Recovery took 26 trading sessions.
The current SMOX drawdown is -1.14%.
| Rank | BCLO | SMOX |
|---|---|---|
| #1 | -4.45% Feb 14, 2025 - May 19, 2025 | -7.76% Mar 2, 2026 - Apr 8, 2026 |
| #2 | -1.92% Feb 4, 2026 - Apr 22, 2026 | -3.45% May 6, 2026 - May 26, 2026 |
| #3 | -0.89% Oct 14, 2025 - Nov 10, 2025 | -3.13% Jun 30, 2026 - Jul 8, 2026 |
| #4 | -0.40% Apr 30, 2026 - May 6, 2026 | -2.53% Dec 11, 2025 - Jan 5, 2026 |
| #5 | -0.38% May 22, 2025 - May 28, 2025 | -1.72% Jun 4, 2026 - Jun 11, 2026 |
| #6 | -0.28% Oct 9, 2025 - Oct 13, 2025 | -1.61% Jan 21, 2026 - Feb 6, 2026 |
| #7 | -0.24% Apr 23, 2026 - Apr 27, 2026 | -1.51% Apr 27, 2026 - Apr 30, 2026 |
| #8 | -0.20% Jul 7, 2026 - Jul 21, 2026 | -1.43% Feb 20, 2026 - Feb 25, 2026 |
| #9 | -0.18% Sep 3, 2025 - Sep 10, 2025 | -1.29% Feb 11, 2026 - Feb 20, 2026 |
| #10 | -0.16% Dec 1, 2025 - Dec 9, 2025 | -1.27% May 26, 2026 - Jun 4, 2026 |
| #11 | -0.14% Jun 25, 2026 - Jul 7, 2026 | -1.05% Jun 12, 2026 - Jun 22, 2026 |
| #12 | -0.13% Jun 9, 2025 - Jun 11, 2025 | -0.91% Jan 15, 2026 - Jan 21, 2026 |
| #13 | -0.13% Nov 19, 2025 - Nov 24, 2025 | -0.78% Feb 26, 2026 - Mar 2, 2026 |
| #14 | -0.12% May 19, 2025 - May 22, 2025 | -0.63% Dec 5, 2025 - Dec 10, 2025 |
| #15 | -0.12% Jun 3, 2025 - Jun 6, 2025 | -0.62% Apr 14, 2026 - Apr 17, 2026 |
Correlation
Correlation between BCLO and SMOX is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2025 - 2026)
BCLO vs SMOX dividend yield comparison.
| Year | BCLO | SMOX |
|---|---|---|
| 2026 | 3.14% | 0.00% |
| 2025 | 6.45% | 0.08% |
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