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SMOX vs SPY

Comparison between Horizon SmallMid Cap Core Equity ETF (SMOX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

SMOX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SMOX
$59M
Winner
SPY
$735B
Expense Ratio
SMOX
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
SMOX
7.76%
SPY
56.47%
Sharpe Ratio
Winner
SMOX
1.76
SPY
1.62
5Y Beta
Winner
SMOX
0.96
SPY
1.00
P/E Ratio
Winner
SMOX
20.59
SPY
28.99
Forward P/E
Winner
SMOX
16.54
SPY
22.37
PEG Ratio
SMOX
0.21
SPY
N/A
5Y Dividends CAGR
SMOX
N/A
SPY
5.43%
5Y EPS CAGR
SMOX
19.51%
Winner
SPY
26.05%
Debt to Equity
Winner
SMOX
30.31%
SPY
32.40%
P/S Ratio
Winner
SMOX
1.52
SPY
3.74
P/B Ratio
Winner
SMOX
2.70
SPY
5.61

SMOX vs SPY - Holdings Comparison

SMOX and SPY have 3 common holdings. Overlap is -0.40%

SMOX's top 25 holdings weight is 21.95%. SPY's top 25 holdings weight is 52.37%.

RankSMOXSPY
#1
COHERENT CORP (COHR) - 1.69%
NVIDIA CORP (NVDA) - 8.10%
#2
CASEY'S GENERAL STORES INC (CASY) - 1.38%
APPLE INC (AAPL) - 7.02%
#3
TECHNIPFMC PLC (FTI) - 1.28%
MICROSOFT CORP (MSFT) - 4.79%
#4
CURTISS-WRIGHT CORP (CW) - 1.26%
AMAZON.COM INC (AMZN) - 4.02%
#5
UNITED THERAPEUTICS CORP (UTHR) - 1.20%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
TD SYNNEX CORP (SNX) - 1.11%
BROADCOM INC (AVGO) - 3.10%
#7
NVENT ELECTRIC PLC (NVT) - 1.07%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
TWILIO INC CLASS A (TWLO) - 1.04%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ALCOA CORP (AA) - 1.02%
TESLA INC (TSLA) - 1.89%
#10
TENET HEALTHCARE CORP (THC) - 0.91%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
WOODWARD INC (WWD) - 0.91%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
BORGWARNER INC (BWA) - 0.79%
ELI LILLY AND CO (LLY) - 1.31%
#13
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.77%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
RBC BEARINGS INC (RBC) - 0.76%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
RELIANCE INC (RS) - 0.76%
EXXON MOBIL CORP (XOM) - 0.97%
#16
TOLL BROTHERS INC (TOL) - 0.75%
INTEL CORP (INTC) - 0.90%
#17
MUELLER INDUSTRIES INC (MLI) - 0.75%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
PERMIAN RESOURCES CORP CLASS A (PR) - 0.73%
VISA INC CLASS A (V) - 0.85%
#19
OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.73%
WALMART INC (WMT) - 0.81%
#20
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.72%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ENSIGN GROUP INC (ENSG) - 0.47%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
TEXAS ROADHOUSE INC (TXRH) - 0.47%
CATERPILLAR INC (CAT) - 0.66%
#23
SEI INVESTMENTS CO (SEIC) - 0.46%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ENERSYS (ENS) - 0.46%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
API GROUP CORP (APG) - 0.46%
ABBVIE INC (ABBV) - 0.58%
Total Holdings252505

SMOX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SMOX
-0.26%
Winner
SPY
+1.90%
3M
SMOX
+7.05%
Winner
SPY
+8.55%
6M
Winner
SMOX
+15.38%
SPY
+8.18%
1Y
SMOX
N/A
SPY
+25.79%
5Y(CAGR)
SMOX
N/A
SPY
+13.32%
10Y(CAGR)
SMOX
N/A
SPY
+15.19%
Max(CAGR)
Winner
SMOX
+34.46%
SPY
+8.47%

SMOX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSMOXSPY
2026+14.18%+8.26%
2025+0.44%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SMOX vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SMOX drawdown is -1.72%. The current SPY drawdown is -2.90%.

RankSMOXSPY
#1-7.76%
Mar 2, 2026 - Apr 8, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-3.45%
May 6, 2026 - May 26, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.53%
Dec 11, 2025 - Jan 5, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.72%
Jun 4, 2026 - Jun 5, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.61%
Jan 21, 2026 - Feb 6, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.51%
Apr 27, 2026 - Apr 30, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.43%
Feb 20, 2026 - Feb 25, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.29%
Feb 11, 2026 - Feb 20, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.27%
May 26, 2026 - Jun 4, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.91%
Jan 15, 2026 - Jan 21, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.78%
Feb 26, 2026 - Mar 2, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.63%
Dec 5, 2025 - Dec 10, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.62%
Apr 14, 2026 - Apr 17, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.51%
Apr 9, 2026 - Apr 13, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.46%
Apr 20, 2026 - Apr 27, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SMOX and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (1999 - 2026)

SMOX vs SPY dividend yield comparison.

YearSMOXSPY
20260.00%0.24%
20250.08%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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