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BENJ vs SMIZ

Comparison between HORIZON LANDMARK ETF (BENJ, ETF) and ZACKS SMALL/MID CAP ETF (SMIZ, ETF).

BENJ vs SMIZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BENJ
$271M
SMIZ
$271M
Expense Ratio
Winner
BENJ
0.40%
SMIZ
0.55%
Max Drawdown
Winner
BENJ
0.39%
SMIZ
26.16%
Sharpe Ratio
BENJ
-0.09
Winner
SMIZ
0.95
5Y Beta
Winner
BENJ
0.00
SMIZ
1.04
P/E Ratio
BENJ
N/A
SMIZ
27.79
Forward P/E
BENJ
N/A
SMIZ
17.06
5Y EPS CAGR
BENJ
N/A
SMIZ
16.50%
Debt to Equity
BENJ
N/A
SMIZ
45.67%
P/S Ratio
BENJ
N/A
SMIZ
1.31
P/B Ratio
BENJ
N/A
SMIZ
2.91

BENJ vs SMIZ - Holdings Comparison

BENJ and SMIZ have 0 common holdings. Overlap is 0.00%

BENJ's top 25 holdings weight is 0.34%. SMIZ's top 25 holdings weight is 25.99%.

RankBENJSMIZ
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.34%
CASH & CASH EQUIVALENTS (n/a) - 2.51%
#2N/A
EMCOR GROUP INC (EME) - 1.63%
#3N/A
COMFORT SYSTEMS USA INC (FIX) - 1.49%
#4N/A
VESTIS CORP (VSTS) - 1.23%
#5N/A
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.14%
#6N/A
KULICKE & SOFFA INDUSTRIES INC (KLIC) - 1.10%
#7N/A
AFFILIATED MANAGERS GROUP INC (AMG) - 1.07%
#8N/A
ARISTA NETWORKS INC (ANET) - 1.01%
#9N/A
NORTHERN TRUST CORP (NTRS) - 1.00%
#10N/A
HOWMET AEROSPACE INC (HWM) - 0.96%
#11N/A
AMPHENOL CORP CLASS A (APH) - 0.95%
#12N/A
CARPENTER TECHNOLOGY CORP (CRS) - 0.93%
#13N/A
EXPEDIA GROUP INC (EXPE) - 0.93%
#14N/A
STERLING INFRASTRUCTURE INC (STRL) - 0.87%
#15N/A
ARROW ELECTRONICS INC (ARW) - 0.87%
#16N/A
ALLIENT INC (ALNT) - 0.86%
#17N/A
NWPX INFRASTRUCTURE INC (NWPX) - 0.86%
#18N/A
MASTEC INC (MTZ) - 0.85%
#19N/A
n/a (EXPD) - 0.85%
#20N/A
WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.83%
#21N/A
COMMVAULT SYSTEMS INC (CVLT) - 0.83%
#22N/A
BYLINE BANCORP INC (BY) - 0.81%
#23N/A
REMITLY GLOBAL INC (RELY) - 0.81%
#24N/A
TEXAS CAPITAL BANCSHARES INC (TCBI) - 0.80%
#25N/A
CENTRAL GARDEN & PET CO CLASS A (CENTA) - 0.80%
Total Holdings1201

BENJ vs SMIZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BENJ
+0.38%
SMIZ
-1.07%
3M
BENJ
+0.98%
Winner
SMIZ
+1.99%
6M
BENJ
+1.85%
Winner
SMIZ
+7.38%
1Y
BENJ
+3.84%
Winner
SMIZ
+21.13%
Max(CAGR)
BENJ
+3.87%
Winner
SMIZ
+21.99%

BENJ vs SMIZ - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearBENJSMIZ
2026+2.28%+13.72%
2025+3.75%+12.07%
2024N/A+19.02%
2023N/A+16.39%

BENJ vs SMIZ Drawdown Comparison

The maximum drawdown for BENJ was -0.39%, occurring on Aug 1, 2025. Recovery took 28 trading sessions.

The maximum drawdown for SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.

The current BENJ drawdown is -0.07%. The current SMIZ drawdown is -4.51%.

RankBENJSMIZ
#1-0.39%
Jul 31, 2025 - Sep 10, 2025
-25.02%
Dec 4, 2024 - Aug 22, 2025
#2-0.11%
Aug 14, 2026 - Aug 18, 2026
-10.51%
Feb 9, 2026 - Apr 13, 2026
#3-0.06%
Mar 31, 2026 - Apr 8, 2026
-9.41%
Jul 16, 2024 - Sep 19, 2024
#4-0.05%
Jun 25, 2026 - Jul 2, 2026
-7.69%
Jun 30, 2026 - Jul 29, 2026
#5-0.05%
Feb 11, 2025 - Feb 14, 2025
-7.65%
Mar 28, 2024 - Jul 15, 2024
#6-0.05%
Jan 14, 2026 - Jan 22, 2026
-7.56%
Oct 27, 2025 - Dec 11, 2025
#7-0.04%
May 1, 2026 - May 8, 2026
-7.28%
Oct 11, 2023 - Nov 14, 2023
#8-0.04%
Jun 12, 2026 - Jun 16, 2026
-4.17%
May 6, 2026 - May 26, 2026
#9-0.04%
Jul 31, 2026 - Aug 7, 2026
-4.10%
Sep 22, 2025 - Oct 24, 2025
#10-0.04%
Apr 7, 2025 - Apr 9, 2025
-3.87%
Jun 4, 2026 - Jun 12, 2026
#11-0.03%
Mar 14, 2025 - Mar 18, 2025
-3.85%
Dec 28, 2023 - Jan 29, 2024
#12-0.03%
Feb 5, 2025 - Feb 7, 2025
-3.73%
Nov 11, 2024 - Nov 22, 2024
#13-0.03%
Feb 28, 2025 - Mar 5, 2025
-3.59%
Dec 11, 2025 - Jan 6, 2026
#14-0.03%
Apr 1, 2025 - Apr 7, 2025
-2.73%
Jan 22, 2026 - Feb 6, 2026
#15-0.03%
Jul 21, 2025 - Jul 25, 2025
-2.59%
Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between BENJ and SMIZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

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