SMOX vs PGZ

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

SMOX vs PGZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SMOX

$74M

PGZ

$74M

Expense Ratio

SMOX

0.75%

PGZ

N/A

Max Drawdown

Winner

SMOX

7.76%

PGZ

61.11%

Sharpe Ratio

Winner

SMOX

1.87

PGZ

0.69

5Y Beta

SMOX

0.89

Winner

PGZ

0.31

P/E Ratio

SMOX

22.91

PGZ

N/A

Forward P/E

SMOX

16.94

PGZ

N/A

5Y Dividends CAGR

SMOX

N/A

PGZ

5.24%

5Y EPS CAGR

SMOX

15.00%

PGZ

N/A

Debt to Equity

SMOX

13.42%

PGZ

N/A

P/S Ratio

SMOX

1.78

PGZ

N/A

P/B Ratio

SMOX

2.84

PGZ

N/A

SMOX vs PGZ - Historical Returns

Returns include dividend reinvestment.

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

SMOX

+0.24%

Winner

PGZ

+3.34%

Winner

SMOX

+5.57%

PGZ

+3.17%

Winner

SMOX

+12.18%

PGZ

+7.73%

SMOX

N/A

PGZ

+10.59%

5Y(CAGR)

SMOX

N/A

PGZ

+3.24%

10Y(CAGR)

SMOX

N/A

PGZ

+4.49%

Max(CAGR)

Winner

SMOX

+35.56%

PGZ

+4.70%

SMOX vs PGZ - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

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

SMOX vs PGZ Drawdown Comparison

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

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

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

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

Correlation

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

0.88

-101

Dividend Comparison (2013 - 2026)

SMOX vs PGZ dividend yield comparison.

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