SMOX vs QARP
Comparison between Horizon SmallMid Cap Core Equity ETF (SMOX, ETF) and XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF (QARP, ETF).
SMOX vs QARP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMOX
$74M
Winner
QARP
$74M
Expense Ratio
SMOX
0.75%
Winner
QARP
0.19%
Max Drawdown
Winner
SMOX
7.76%
QARP
35.86%
Sharpe Ratio
Winner
SMOX
1.87
QARP
1.69
5Y Beta
SMOX
0.89
Winner
QARP
0.77
P/E Ratio
Winner
SMOX
22.91
QARP
25.45
Forward P/E
Winner
SMOX
16.94
QARP
20.82
PEG Ratio
SMOX
N/A
QARP
0.36
5Y Dividends CAGR
SMOX
N/A
QARP
9.72%
5Y EPS CAGR
SMOX
15.00%
Winner
QARP
20.38%
Debt to Equity
Winner
SMOX
13.42%
QARP
46.12%
P/S Ratio
Winner
SMOX
1.78
QARP
1.99
P/B Ratio
Winner
SMOX
2.84
QARP
5.03
SMOX vs QARP - Holdings Comparison
SMOX and QARP have 49 common holdings. Overlap is 1.96%
SMOX's top 25 holdings weight is 21.74%. QARP's top 25 holdings weight is 47.00%.
| Rank | SMOX | QARP |
|---|---|---|
| #1 | OTHER ASSETS AND LIABILITIES (n/a) - 1.27% | APPLE INC (AAPL) - 5.41% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.23% | META PLATFORMS INC CLASS A (META) - 4.57% |
| #3 | TD SYNNEX CORP (SNX) - 1.21% | MICROSOFT CORP (MSFT) - 3.92% |
| #4 | TWILIO INC CLASS A (TWLO) - 1.12% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.98% |
| #5 | ATI INC (ATI) - 1.09% | NVIDIA CORP (NVDA) - 2.71% |
| #6 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.03% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.27% |
| #7 | UNITED THERAPEUTICS CORP (UTHR) - 1.01% | AMAZON.COM INC (AMZN) - 2.18% |
| #8 | TECHNIPFMC PLC (FTI) - 1.00% | WALMART INC (WMT) - 2.16% |
| #9 | RELIANCE INC (RS) - 0.99% | JOHNSON & JOHNSON (JNJ) - 2.12% |
| #10 | CURTISS-WRIGHT CORP (CW) - 0.96% | ALPHABET INC CLASS A (GOOGL) - 2.07% |
| #11 | CARPENTER TECHNOLOGY CORP (CRS) - 0.96% | VISA INC CLASS A (V) - 2.05% |
| #12 | WOODWARD INC (WWD) - 0.94% | COSTCO WHOLESALE CORP (COST) - 1.79% |
| #13 | NVENT ELECTRIC PLC (NVT) - 0.89% | ALPHABET INC CLASS C (GOOG) - 1.72% |
| #14 | RBC BEARINGS INC (RBC) - 0.88% | MASTERCARD INC CLASS A (MA) - 1.65% |
| #15 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.86% | APPLIED MATERIALS INC (AMAT) - 1.55% |
| #16 | ROKU INC CLASS A (ROKU) - 0.84% | MCKESSON CORP (MCK) - 1.33% |
| #17 | EAST WEST BANCORP INC (EWBC) - 0.84% | UNITEDHEALTH GROUP INC (UNH) - 1.29% |
| #18 | OKTA INC CLASS A (OKTA) - 0.84% | PROCTER & GAMBLE CO (PG) - 1.27% |
| #19 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.79% | LAM RESEARCH CORP (LRCX) - 1.20% |
| #20 | STERLING INFRASTRUCTURE INC (STRL) - 0.79% | CISCO SYSTEMS INC (CSCO) - 1.14% |
| #21 | NUTANIX INC CLASS A (NTNX) - 0.44% | MARSH (MRSH) - 0.33% |
| #22 | ANTERO MIDSTREAM CORP (AM) - 0.44% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.33% |
| #23 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.44% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.33% |
| #24 | UNUM GROUP (UNM) - 0.44% | HUMANA INC (HUM) - 0.32% |
| #25 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.44% | THE WALT DISNEY CO (DIS) - 0.31% |
| Total Holdings | 250 | 379 |
SMOX vs QARP - Historical Returns
Returns include dividend reinvestment.
1M
SMOX
+0.24%
Winner
QARP
+1.68%
3M
Winner
SMOX
+5.57%
QARP
+5.49%
6M
Winner
SMOX
+12.18%
QARP
+9.30%
1Y
SMOX
N/A
QARP
+22.96%
5Y(CAGR)
SMOX
N/A
QARP
+11.75%
10Y(CAGR)
SMOX
N/A
QARP
+14.07%
Max(CAGR)
Winner
SMOX
+35.56%
QARP
+14.07%
SMOX vs QARP - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | SMOX | QARP |
|---|---|---|
| 2026 | +19.13% | +11.71% |
| 2025 | +0.44% | +15.07% |
| 2024 | N/A | +19.37% |
| 2023 | N/A | +23.64% |
| 2022 | N/A | -14.81% |
| 2021 | N/A | +33.46% |
| 2020 | N/A | +13.58% |
| 2019 | N/A | +30.14% |
| 2018 | N/A | -5.52% |
SMOX vs QARP Drawdown Comparison
The maximum drawdown for SMOX was -7.76%, occurring on Mar 20, 2026. Recovery took 26 trading sessions.
The maximum drawdown for QARP was -35.43%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.
The current SMOX drawdown is -1.14%. The current QARP drawdown is -0.78%.
| Rank | SMOX | QARP |
|---|---|---|
| #1 | -7.76% Mar 2, 2026 - Apr 8, 2026 | -35.43% Feb 19, 2020 - Aug 24, 2020 |
| #2 | -3.45% May 6, 2026 - May 26, 2026 | -22.76% Dec 29, 2021 - Jul 25, 2023 |
| #3 | -3.13% Jun 30, 2026 - Jul 8, 2026 | -17.28% Sep 6, 2018 - Apr 23, 2019 |
| #4 | -2.53% Dec 11, 2025 - Jan 5, 2026 | -15.65% Feb 19, 2025 - Jul 25, 2025 |
| #5 | -1.72% Jun 4, 2026 - Jun 11, 2026 | -9.33% Sep 2, 2020 - Nov 10, 2020 |
| #6 | -1.61% Jan 21, 2026 - Feb 6, 2026 | -9.12% Jul 31, 2023 - Dec 13, 2023 |
| #7 | -1.51% Apr 27, 2026 - Apr 30, 2026 | -7.48% Apr 23, 2019 - Jul 3, 2019 |
| #8 | -1.43% Feb 20, 2026 - Feb 25, 2026 | -7.26% Feb 25, 2026 - Apr 17, 2026 |
| #9 | -1.29% Feb 11, 2026 - Feb 20, 2026 | -6.34% Jul 16, 2024 - Aug 23, 2024 |
| #10 | -1.27% May 26, 2026 - Jun 4, 2026 | -6.30% Jul 29, 2019 - Sep 12, 2019 |
| #11 | -1.05% Jun 12, 2026 - Jun 22, 2026 | -5.69% Sep 3, 2021 - Oct 28, 2021 |
| #12 | -0.91% Jan 15, 2026 - Jan 21, 2026 | -5.17% Mar 28, 2024 - May 20, 2024 |
| #13 | -0.78% Feb 26, 2026 - Mar 2, 2026 | -4.72% Dec 2, 2024 - Jan 30, 2025 |
| #14 | -0.63% Dec 5, 2025 - Dec 10, 2025 | -4.60% Sep 12, 2019 - Oct 22, 2019 |
| #15 | -0.62% Apr 14, 2026 - Apr 17, 2026 | -4.51% Jan 21, 2021 - Feb 5, 2021 |
Correlation
Correlation between SMOX and QARP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2018 - 2026)
SMOX vs QARP dividend yield comparison.
| Year | SMOX | QARP |
|---|---|---|
| 2026 | 0.00% | 0.49% |
| 2025 | 0.08% | 1.14% |
| 2024 | 0.00% | 1.39% |
| 2023 | 0.00% | 1.28% |
| 2022 | 0.00% | 1.68% |
| 2021 | 0.00% | 1.34% |
| 2020 | 0.00% | 1.61% |
| 2019 | 0.00% | 1.85% |
| 2018 | 0.00% | 1.39% |
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