KOOL vs SMOX
Comparison between NORTH SHORE EQUITY ROTATION ETF (KOOL, ETF) and Horizon SmallMid Cap Core Equity ETF (SMOX, ETF).
KOOL vs SMOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KOOL
$59M
Winner
SMOX
$59M
Expense Ratio
KOOL
0.94%
Winner
SMOX
0.75%
Max Drawdown
KOOL
20.66%
Winner
SMOX
7.76%
Sharpe Ratio
KOOL
1.61
Winner
SMOX
1.76
5Y Beta
KOOL
0.98
Winner
SMOX
0.96
P/E Ratio
KOOL
29.86
Winner
SMOX
20.59
Forward P/E
KOOL
24.08
Winner
SMOX
16.54
PEG Ratio
KOOL
0.53
Winner
SMOX
0.21
5Y EPS CAGR
Winner
KOOL
26.93%
SMOX
19.51%
Debt to Equity
KOOL
54.05%
Winner
SMOX
30.31%
P/S Ratio
KOOL
3.45
Winner
SMOX
1.52
P/B Ratio
KOOL
4.88
Winner
SMOX
2.70
KOOL vs SMOX - Holdings Comparison
KOOL and SMOX have 3 common holdings. Overlap is 0.95%
KOOL's top 25 holdings weight is 79.39%. SMOX's top 25 holdings weight is 21.95%.
| Rank | KOOL | SMOX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.74% | COHERENT CORP (COHR) - 1.69% |
| #2 | QUANTA SERVICES INC (PWR) - 5.47% | CASEY'S GENERAL STORES INC (CASY) - 1.38% |
| #3 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 5.05% | TECHNIPFMC PLC (FTI) - 1.28% |
| #4 | AMAZON.COM INC (AMZN) - 4.52% | CURTISS-WRIGHT CORP (CW) - 1.26% |
| #5 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 4.31% | UNITED THERAPEUTICS CORP (UTHR) - 1.20% |
| #6 | APPLE INC (AAPL) - 4.03% | TD SYNNEX CORP (SNX) - 1.11% |
| #7 | ISHARES MSCI EAFE ETF (EFA) - 3.89% | NVENT ELECTRIC PLC (NVT) - 1.07% |
| #8 | GE VERNOVA INC (GEV) - 3.39% | TWILIO INC CLASS A (TWLO) - 1.04% |
| #9 | CAMECO CORP (n/a) - 3.21% | ALCOA CORP (AA) - 1.02% |
| #10 | STATE STREET® SPDR® S&P EM MKTS DIV ETF (EDIV) - 3.17% | TENET HEALTHCARE CORP (THC) - 0.91% |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 3.16% | WOODWARD INC (WWD) - 0.91% |
| #12 | ALPHABET INC CLASS A (GOOGL) - 3.13% | BORGWARNER INC (BWA) - 0.79% |
| #13 | META PLATFORMS INC CLASS A (META) - 3.05% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.77% |
| #14 | NVENT ELECTRIC PLC (NVT) - 2.92% | RBC BEARINGS INC (RBC) - 0.76% |
| #15 | VISTRA CORP (VST) - 2.47% | RELIANCE INC (RS) - 0.76% |
| #16 | CITIZENS FINANCIAL GROUP INC (CFG) - 2.46% | TOLL BROTHERS INC (TOL) - 0.75% |
| #17 | BROADCOM INC (AVGO) - 2.32% | MUELLER INDUSTRIES INC (MLI) - 0.75% |
| #18 | CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 2.29% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.73% |
| #19 | JOHNSON & JOHNSON (JNJ) - 2.26% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.73% |
| #20 | MICROSOFT CORP (MSFT) - 2.22% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.72% |
| #21 | BRIXMOR PROPERTY GROUP INC (BRX) - 2.16% | ENSIGN GROUP INC (ENSG) - 0.47% |
| #22 | FREEPORT-MCMORAN INC (FCX) - 2.12% | TEXAS ROADHOUSE INC (TXRH) - 0.47% |
| #23 | VALERO ENERGY CORP (VLO) - 2.08% | SEI INVESTMENTS CO (SEIC) - 0.46% |
| #24 | AIR PRODUCTS AND CHEMICALS INC (APD) - 2.06% | ENERSYS (ENS) - 0.46% |
| #25 | ALERIAN ENERGY INFRASTRUCTURE ETF (ENFR) - 1.91% | API GROUP CORP (APG) - 0.46% |
| Total Holdings | 45 | 252 |
KOOL vs SMOX - Historical Returns
Returns include dividend reinvestment.
1M
KOOL
-2.19%
Winner
SMOX
-0.26%
3M
KOOL
+6.71%
Winner
SMOX
+7.05%
6M
KOOL
+10.26%
Winner
SMOX
+15.38%
1Y
KOOL
+27.29%
SMOX
N/A
Max(CAGR)
KOOL
+18.25%
Winner
SMOX
+34.46%
KOOL vs SMOX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | KOOL | SMOX |
|---|---|---|
| 2026 | +11.40% | +14.18% |
| 2025 | +15.59% | +0.44% |
| 2024 | +10.71% | N/A |
KOOL vs SMOX Drawdown Comparison
The maximum drawdown for KOOL was -20.46%, occurring on Apr 8, 2025. Recovery took 135 trading sessions.
The maximum drawdown for SMOX was -7.76%, occurring on Mar 20, 2026. Recovery took 26 trading sessions.
The current KOOL drawdown is -3.70%. The current SMOX drawdown is -1.72%.
| Rank | KOOL | SMOX |
|---|---|---|
| #1 | -20.46% Dec 5, 2024 - Jun 24, 2025 | -7.76% Mar 2, 2026 - Apr 8, 2026 |
| #2 | -9.58% Jul 16, 2024 - Oct 9, 2024 | -3.45% May 6, 2026 - May 26, 2026 |
| #3 | -7.18% Feb 25, 2026 - Apr 9, 2026 | -2.53% Dec 11, 2025 - Jan 5, 2026 |
| #4 | -5.81% Oct 28, 2025 - Jan 16, 2026 | -1.72% Jun 4, 2026 - Jun 5, 2026 |
| #5 | -5.07% Apr 3, 2024 - May 15, 2024 | -1.61% Jan 21, 2026 - Feb 6, 2026 |
| #6 | -3.70% May 14, 2026 - Jun 5, 2026 | -1.51% Apr 27, 2026 - Apr 30, 2026 |
| #7 | -2.90% Jan 28, 2026 - Feb 9, 2026 | -1.43% Feb 20, 2026 - Feb 25, 2026 |
| #8 | -2.56% Oct 8, 2025 - Oct 24, 2025 | -1.29% Feb 11, 2026 - Feb 20, 2026 |
| #9 | -2.47% Nov 11, 2024 - Dec 2, 2024 | -1.27% May 26, 2026 - Jun 4, 2026 |
| #10 | -2.40% Oct 18, 2024 - Nov 6, 2024 | -0.91% Jan 15, 2026 - Jan 21, 2026 |
| #11 | -2.06% Jul 25, 2025 - Aug 12, 2025 | -0.78% Feb 26, 2026 - Mar 2, 2026 |
| #12 | -1.73% Jan 16, 2026 - Jan 23, 2026 | -0.63% Dec 5, 2025 - Dec 10, 2025 |
| #13 | -1.46% May 6, 2026 - May 14, 2026 | -0.62% Apr 14, 2026 - Apr 17, 2026 |
| #14 | -1.44% Feb 9, 2026 - Feb 20, 2026 | -0.51% Apr 9, 2026 - Apr 13, 2026 |
| #15 | -1.39% Aug 28, 2025 - Sep 11, 2025 | -0.46% Apr 20, 2026 - Apr 27, 2026 |
Correlation
Correlation between KOOL and SMOX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2026)
KOOL vs SMOX dividend yield comparison.
| Year | KOOL | SMOX |
|---|---|---|
| 2026 | 0.06% | 0.00% |
| 2025 | 0.37% | 0.08% |
| 2024 | 0.56% | 0.00% |
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