SMOX vs OCTT

Comparison between Horizon SmallMid Cap Core Equity ETF (SMOX, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF).

SMOX vs OCTT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMOX(ETF)	OCTT(ETF)
Net Assets	$59M	$59M
Expense Ratio	0.75%	0.74%
Max Drawdown	7.76%	13.49%
Sharpe Ratio	1.76	1.71
5Y Beta	0.96	0.60
P/E Ratio	20.59	N/A
Forward P/E	16.54	N/A
PEG Ratio	0.21	N/A
5Y EPS CAGR	19.51%	N/A
Debt to Equity	30.31%	N/A
P/S Ratio	1.52	N/A
P/B Ratio	2.70	N/A

Net Assets

Winner

SMOX

$59M

OCTT

$59M

Expense Ratio

SMOX

0.75%

Winner

OCTT

0.74%

Max Drawdown

Winner

SMOX

7.76%

OCTT

13.49%

Sharpe Ratio

Winner

SMOX

1.76

OCTT

1.71

5Y Beta

SMOX

0.96

Winner

OCTT

0.60

P/E Ratio

SMOX

20.59

OCTT

N/A

Forward P/E

SMOX

16.54

OCTT

N/A

PEG Ratio

SMOX

0.21

OCTT

N/A

5Y EPS CAGR

SMOX

19.51%

OCTT

N/A

Debt to Equity

SMOX

30.31%

OCTT

N/A

P/S Ratio

SMOX

1.52

OCTT

N/A

P/B Ratio

SMOX

2.70

OCTT

N/A

SMOX vs OCTT - Historical Returns

Returns include dividend reinvestment.

Period	SMOX	OCTT
1 month	-0.26%	+1.34%
3 months	+7.05%	+5.73%
6 months	+15.38%	+6.13%
1 year	N/A	+18.58%
5 years(CAGR)	N/A	+10.20%
Max(CAGR)	+34.46%	+11.38%

SMOX

-0.26%

Winner

OCTT

+1.34%

Winner

SMOX

+7.05%

OCTT

+5.73%

Winner

SMOX

+15.38%

OCTT

+6.13%

SMOX

N/A

OCTT

+18.58%

5Y(CAGR)

SMOX

N/A

OCTT

+10.20%

Max(CAGR)

Winner

SMOX

+34.46%

OCTT

+11.38%

SMOX vs OCTT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SMOX	OCTT
2026	+14.18%	+5.85%
2025	+0.44%	+13.95%
2024	N/A	+12.22%
2023	N/A	+21.28%
2022	N/A	-7.51%
2021	N/A	+14.54%
2020	N/A	+7.16%

SMOX vs OCTT Drawdown Comparison

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

The maximum drawdown for OCTT was -13.49%, occurring on Jun 16, 2022. Recovery took 332 trading sessions.

The current SMOX drawdown is -1.72%. The current OCTT drawdown is -1.20%.

Rank	SMOX	OCTT
#1	-7.76% Mar 2, 2026 - Apr 8, 2026	-13.49% Jan 3, 2022 - May 1, 2023
#2	-3.45% May 6, 2026 - May 26, 2026	-13.04% Feb 19, 2025 - Jun 24, 2025
#3	-2.53% Dec 11, 2025 - Jan 5, 2026	-6.93% Sep 14, 2023 - Nov 20, 2023
#4	-1.72% Jun 4, 2026 - Jun 5, 2026	-5.81% Feb 25, 2026 - Apr 14, 2026
#5	-1.61% Jan 21, 2026 - Feb 6, 2026	-4.86% Oct 12, 2020 - Nov 9, 2020
#6	-1.51% Apr 27, 2026 - Apr 30, 2026	-3.08% Oct 27, 2025 - Dec 5, 2025
#7	-1.43% Feb 20, 2026 - Feb 25, 2026	-2.55% Jul 16, 2024 - Aug 14, 2024
#8	-1.29% Feb 11, 2026 - Feb 20, 2026	-2.42% Dec 6, 2024 - Jan 21, 2025
#9	-1.27% May 26, 2026 - Jun 4, 2026	-2.30% Nov 16, 2021 - Dec 10, 2021
#10	-0.91% Jan 15, 2026 - Jan 21, 2026	-2.26% Aug 1, 2023 - Aug 29, 2023
#11	-0.78% Feb 26, 2026 - Mar 2, 2026	-2.15% May 1, 2023 - May 18, 2023
#12	-0.63% Dec 5, 2025 - Dec 10, 2025	-2.05% Mar 28, 2024 - May 6, 2024
#13	-0.62% Apr 14, 2026 - Apr 17, 2026	-2.01% Jan 21, 2021 - Feb 4, 2021
#14	-0.51% Apr 9, 2026 - Apr 13, 2026	-1.84% Feb 24, 2021 - Mar 10, 2021
#15	-0.46% Apr 20, 2026 - Apr 27, 2026	-1.80% Oct 6, 2025 - Oct 21, 2025