PGZ vs SMOX

Comparison between Principal Real Estate Income Fund (PGZ, ETF) and Horizon SmallMid Cap Core Equity ETF (SMOX, ETF).

PGZ vs SMOX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PGZ(ETF)	SMOX(ETF)
Net Assets	$74M	$74M
Expense Ratio	N/A	0.75%
Max Drawdown	61.11%	7.76%
Sharpe Ratio	0.69	1.87
5Y Beta	0.31	0.89
P/E Ratio	N/A	22.91
Forward P/E	N/A	16.94
5Y Dividends CAGR	5.24%	N/A
5Y EPS CAGR	N/A	15.00%
Debt to Equity	N/A	13.42%
P/S Ratio	N/A	1.78
P/B Ratio	N/A	2.84

Net Assets

PGZ

$74M

SMOX

$74M

Expense Ratio

PGZ

N/A

SMOX

0.75%

Max Drawdown

PGZ

61.11%

Winner

SMOX

7.76%

Sharpe Ratio

PGZ

0.69

Winner

SMOX

1.87

5Y Beta

Winner

PGZ

0.31

SMOX

0.89

P/E Ratio

PGZ

N/A

SMOX

22.91

Forward P/E

PGZ

N/A

SMOX

16.94

5Y Dividends CAGR

PGZ

5.24%

SMOX

N/A

5Y EPS CAGR

PGZ

N/A

SMOX

15.00%

Debt to Equity

PGZ

N/A

SMOX

13.42%

P/S Ratio

PGZ

N/A

SMOX

1.78

P/B Ratio

PGZ

N/A

SMOX

2.84

PGZ vs SMOX - Historical Returns

Returns include dividend reinvestment.

Period	PGZ	SMOX
1 month	+3.34%	+0.24%
3 months	+3.17%	+5.57%
6 months	+7.73%	+12.18%
1 year	+10.59%	N/A
5 years(CAGR)	+3.24%	N/A
10 years(CAGR)	+4.49%	N/A
Max(CAGR)	+4.70%	+35.56%

Winner

PGZ

+3.34%

SMOX

+0.24%

PGZ

+3.17%

Winner

SMOX

+5.57%

PGZ

+7.73%

Winner

SMOX

+12.18%

PGZ

+10.59%

SMOX

N/A

5Y(CAGR)

PGZ

+3.24%

SMOX

N/A

10Y(CAGR)

PGZ

+4.49%

SMOX

N/A

Max(CAGR)

PGZ

+4.70%

Winner

SMOX

+35.56%

PGZ vs SMOX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	PGZ	SMOX
2026	+9.93%	+19.13%
2025	+14.11%	+0.44%
2024	+17.42%	N/A
2023	+2.50%	N/A
2022	-28.14%	N/A
2021	+39.70%	N/A
2020	-36.20%	N/A
2019	+40.88%	N/A
2018	+3.84%	N/A
2017	+17.19%	N/A
2016	+6.97%	N/A
2015	-2.54%	N/A
2014	+18.84%	N/A
2013	-11.41%	N/A

PGZ vs SMOX Drawdown Comparison

The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.

The maximum drawdown for SMOX was -7.76%, occurring on Mar 20, 2026. Recovery took 26 trading sessions.

The current PGZ drawdown is -6.31%. The current SMOX drawdown is -1.14%.

Rank	PGZ	SMOX
#1	-53.48% Feb 18, 2020 - Oct 30, 2020	-7.76% Mar 2, 2026 - Apr 8, 2026
#2	-22.12% Jun 12, 2015 - Jun 10, 2016	-3.45% May 6, 2026 - May 26, 2026
#3	-15.75% Aug 24, 2018 - Mar 14, 2019	-3.13% Jun 30, 2026 - Jul 8, 2026
#4	-15.70% Jul 24, 2013 - Apr 28, 2014	-2.53% Dec 11, 2025 - Jan 5, 2026
#5	-12.40% Sep 7, 2016 - Mar 31, 2017	-1.72% Jun 4, 2026 - Jun 11, 2026
#6	-11.76% Sep 12, 2017 - Jul 3, 2018	-1.61% Jan 21, 2026 - Feb 6, 2026
#7	-5.22% Sep 8, 2014 - Nov 3, 2014	-1.51% Apr 27, 2026 - Apr 30, 2026
#8	-4.50% Jun 14, 2017 - Jul 17, 2017	-1.43% Feb 20, 2026 - Feb 25, 2026
#9	-4.46% Aug 7, 2019 - Aug 20, 2019	-1.29% Feb 11, 2026 - Feb 20, 2026
#10	-4.22% Jul 17, 2017 - Sep 6, 2017	-1.27% May 26, 2026 - Jun 4, 2026
#11	-4.20% Aug 23, 2019 - Sep 25, 2019	-1.05% Jun 12, 2026 - Jun 22, 2026
#12	-3.74% Oct 31, 2019 - Nov 29, 2019	-0.91% Jan 15, 2026 - Jan 21, 2026
#13	-3.66% Dec 17, 2019 - Jan 15, 2020	-0.78% Feb 26, 2026 - Mar 2, 2026
#14	-3.66% Jun 12, 2014 - Jul 14, 2014	-0.63% Dec 5, 2025 - Dec 10, 2025
#15	-3.61% Jun 17, 2016 - Sep 6, 2016	-0.62% Apr 14, 2026 - Apr 17, 2026

Correlation

Correlation between PGZ and SMOX is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2013 - 2026)

PGZ vs SMOX dividend yield comparison.

Year	PGZ	SMOX
2026	7.18%	0.00%
2025	12.59%	0.08%
2024	12.75%	0.00%
2023	13.33%	0.00%
2022	11.86%	0.00%
2021	6.32%	0.00%
2020	10.34%	0.00%
2019	6.25%	0.00%
2018	7.98%	0.00%
2017	9.51%	0.00%
2016	10.90%	0.00%
2015	10.40%	0.00%
2014	8.98%	0.00%
2013	3.96%	0.00%