SMOX vs OILU
Comparison between Horizon SmallMid Cap Core Equity ETF (SMOX, ETF) and Bank of Montreal (OILU, ETF).
SMOX vs OILU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMOX
$60M
OILU
$60M
Expense Ratio
SMOX
0.75%
OILU
N/A
Max Drawdown
Winner
SMOX
7.76%
OILU
81.00%
Sharpe Ratio
Winner
SMOX
1.99
OILU
1.24
5Y Beta
Winner
SMOX
0.96
OILU
1.69
P/E Ratio
SMOX
21.03
Winner
OILU
20.68
Forward P/E
SMOX
15.95
Winner
OILU
12.13
PEG Ratio
Winner
SMOX
0.07
OILU
0.67
5Y EPS CAGR
SMOX
17.68%
Winner
OILU
19.33%
Debt to Equity
Winner
SMOX
28.03%
OILU
41.91%
P/S Ratio
Winner
SMOX
1.57
OILU
1.84
P/B Ratio
SMOX
2.82
Winner
OILU
2.27
SMOX vs OILU - Holdings Comparison
SMOX and OILU have 4 common holdings. Overlap is 2.70%
SMOX's top 25 holdings weight is 23.95%. OILU's top 25 holdings weight is 99.37%.
| Rank | SMOX | OILU |
|---|---|---|
| #1 | COHERENT CORP (COHR) - 1.89% | CHEVRON CORP (CVX) - 15.62% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.36% | EXXON MOBIL CORP (XOM) - 15.05% |
| #3 | TD SYNNEX CORP (SNX) - 1.29% | CONOCOPHILLIPS (COP) - 7.86% |
| #4 | CASEY'S GENERAL STORES INC (CASY) - 1.29% | OCCIDENTAL PETROLEUM CORP (OXY) - 5.30% |
| #5 | TWILIO INC CLASS A (TWLO) - 1.25% | SLB (SLB) - 5.26% |
| #6 | TECHNIPFMC PLC (FTI) - 1.24% | EOG RESOURCES INC (EOG) - 4.34% |
| #7 | CURTISS-WRIGHT CORP (CW) - 1.19% | DIAMONDBACK ENERGY INC (FANG) - 3.57% |
| #8 | ALCOA CORP (AA) - 1.14% | EQT CORP (EQT) - 3.53% |
| #9 | UNITED THERAPEUTICS CORP (UTHR) - 1.12% | CHENIERE ENERGY INC (LNG) - 3.06% |
| #10 | NVENT ELECTRIC PLC (NVT) - 1.10% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 3.02% |
| #11 | WOODWARD INC (WWD) - 0.86% | BAKER HUGHES CO CLASS A (BKR) - 3.01% |
| #12 | BORGWARNER INC (BWA) - 0.85% | HALLIBURTON CO (HAL) - 2.95% |
| #13 | TENET HEALTHCARE CORP (THC) - 0.84% | WILLIAMS COMPANIES INC (WMB) - 2.93% |
| #14 | RELIANCE INC (RS) - 0.78% | DEVON ENERGY CORP (DVN) - 2.81% |
| #15 | TOLL BROTHERS INC (TOL) - 0.76% | PHILLIPS 66 (PSX) - 2.72% |
| #16 | ATI INC (ATI) - 0.74% | VALERO ENERGY CORP (VLO) - 2.66% |
| #17 | RBC BEARINGS INC (RBC) - 0.74% | MARATHON PETROLEUM CORP (MPC) - 2.57% |
| #18 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.74% | RANGE RESOURCES CORP (RRC) - 2.54% |
| #19 | US FOODS HOLDING CORP (USFD) - 0.71% | KINDER MORGAN INC CLASS P (KMI) - 2.41% |
| #20 | OTHER ASSETS AND LIABILITIES (n/a) - 0.70% | ONEOK INC (OKE) - 2.17% |
| #21 | MUELLER INDUSTRIES INC (MLI) - 0.70% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.76% |
| #22 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.67% | ANTERO RESOURCES CORP (AR) - 1.56% |
| #23 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.67% | TECHNIPFMC PLC (FTI) - 1.35% |
| #24 | JONES LANG LASALLE INC (JLL) - 0.66% | OVINTIV INC (OVV) - 1.32% |
| #25 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.66% | N/A |
| Total Holdings | 296 | 24 |
SMOX vs OILU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMOX
+3.34%
OILU
-5.43%
3M
Winner
SMOX
+14.42%
OILU
-6.17%
6M
SMOX
+18.42%
Winner
OILU
+71.72%
1Y
SMOX
N/A
OILU
+79.06%
5Y(CAGR)
SMOX
N/A
OILU
+11.49%
Max(CAGR)
Winner
SMOX
+41.87%
OILU
+11.49%
SMOX vs OILU - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SMOX | OILU |
|---|---|---|
| 2026 | +18.09% | +70.14% |
| 2025 | +0.44% | -19.25% |
| 2024 | N/A | -23.77% |
| 2023 | N/A | -23.28% |
| 2022 | N/A | +132.09% |
| 2021 | N/A | -17.87% |
SMOX vs OILU Drawdown Comparison
The maximum drawdown for SMOX was -7.76%, occurring on Mar 20, 2026. Recovery took 26 trading sessions.
The maximum drawdown for OILU was -81.00%, occurring on Apr 10, 2025. This drawdown has not yet recovered.
The current OILU drawdown is -51.36%.
| Rank | SMOX | OILU |
|---|---|---|
| #1 | -7.76% Mar 2, 2026 - Apr 8, 2026 | -81.00% Jun 7, 2022 - Apr 10, 2025 |
| #2 | -3.45% May 6, 2026 - May 26, 2026 | -29.87% Nov 9, 2021 - Jan 6, 2022 |
| #3 | -2.53% Dec 11, 2025 - Jan 5, 2026 | -26.60% Apr 18, 2022 - May 4, 2022 |
| #4 | -1.72% Jun 4, 2026 - Jun 11, 2026 | -25.46% May 6, 2022 - May 25, 2022 |
| #5 | -1.61% Jan 21, 2026 - Feb 6, 2026 | -21.96% Mar 10, 2022 - Mar 23, 2022 |
| #6 | -1.51% Apr 27, 2026 - Apr 30, 2026 | -17.50% Feb 11, 2022 - Feb 28, 2022 |
| #7 | -1.43% Feb 20, 2026 - Feb 25, 2026 | -14.21% Jan 14, 2022 - Jan 27, 2022 |
| #8 | -1.29% Feb 11, 2026 - Feb 20, 2026 | -11.42% Mar 25, 2022 - Apr 8, 2022 |
| #9 | -1.27% May 26, 2026 - Jun 4, 2026 | -9.16% Apr 8, 2022 - Apr 14, 2022 |
| #10 | -0.91% Jan 15, 2026 - Jan 21, 2026 | -7.66% Feb 7, 2022 - Feb 11, 2022 |
| #11 | -0.78% Feb 26, 2026 - Mar 2, 2026 | -7.52% Mar 8, 2022 - Mar 10, 2022 |
| #12 | -0.63% Dec 5, 2025 - Dec 10, 2025 | -4.89% May 27, 2022 - Jun 1, 2022 |
| #13 | -0.62% Apr 14, 2026 - Apr 17, 2026 | -3.76% Feb 2, 2022 - Feb 4, 2022 |
| #14 | -0.51% Apr 9, 2026 - Apr 13, 2026 | -3.16% May 4, 2022 - May 6, 2022 |
| #15 | -0.46% Apr 20, 2026 - Apr 27, 2026 | -2.92% Jan 7, 2022 - Jan 11, 2022 |
Correlation
Correlation between SMOX and OILU is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
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