WBIY vs SMOX
Comparison between WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY, ETF) and Horizon SmallMid Cap Core Equity ETF (SMOX, ETF).
WBIY vs SMOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WBIY
$59M
Winner
SMOX
$59M
Expense Ratio
WBIY
0.97%
Winner
SMOX
0.75%
Max Drawdown
WBIY
52.13%
Winner
SMOX
7.76%
Sharpe Ratio
WBIY
1.44
Winner
SMOX
1.76
5Y Beta
Winner
WBIY
0.61
SMOX
0.96
P/E Ratio
Winner
WBIY
11.69
SMOX
20.59
Forward P/E
Winner
WBIY
9.49
SMOX
16.54
PEG Ratio
Winner
WBIY
0.07
SMOX
0.21
5Y Dividends CAGR
WBIY
10.26%
SMOX
N/A
5Y EPS CAGR
WBIY
3.46%
Winner
SMOX
19.51%
Debt to Equity
WBIY
N/A
SMOX
30.31%
P/S Ratio
Winner
WBIY
0.88
SMOX
1.52
P/B Ratio
Winner
WBIY
1.73
SMOX
2.70
WBIY vs SMOX - Holdings Comparison
WBIY and SMOX have 3 common holdings. Overlap is -0.23%
WBIY's top 25 holdings weight is 75.33%. SMOX's top 25 holdings weight is 21.95%.
| Rank | WBIY | SMOX |
|---|---|---|
| #1 | HP INC (HPQ) - 5.96% | COHERENT CORP (COHR) - 1.69% |
| #2 | ALTRIA GROUP INC (MO) - 5.25% | CASEY'S GENERAL STORES INC (CASY) - 1.38% |
| #3 | SKYWORKS SOLUTIONS INC (SWKS) - 5.22% | TECHNIPFMC PLC (FTI) - 1.28% |
| #4 | VERIZON COMMUNICATIONS INC (VZ) - 4.89% | CURTISS-WRIGHT CORP (CW) - 1.26% |
| #5 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.67% | UNITED THERAPEUTICS CORP (UTHR) - 1.20% |
| #6 | THE CAMPBELL'S CO (CPB) - 4.63% | TD SYNNEX CORP (SNX) - 1.11% |
| #7 | BEST BUY CO INC (BBY) - 4.61% | NVENT ELECTRIC PLC (NVT) - 1.07% |
| #8 | GENERAL MILLS INC (GIS) - 4.52% | TWILIO INC CLASS A (TWLO) - 1.04% |
| #9 | PFIZER INC (PFE) - 4.48% | ALCOA CORP (AA) - 1.02% |
| #10 | H&R BLOCK INC (HRB) - 3.30% | TENET HEALTHCARE CORP (THC) - 0.91% |
| #11 | ROBERT HALF INC (RHI) - 2.97% | WOODWARD INC (WWD) - 0.91% |
| #12 | ONEMAIN HOLDINGS INC (OMF) - 2.39% | BORGWARNER INC (BWA) - 0.79% |
| #13 | THE WESTERN UNION CO (WU) - 1.94% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.77% |
| #14 | NORTHERN OIL & GAS INC (NOG) - 1.88% | RBC BEARINGS INC (RBC) - 0.76% |
| #15 | HESS MIDSTREAM LP CLASS A (HESM) - 1.85% | RELIANCE INC (RS) - 0.76% |
| #16 | SIRIUS XM HOLDINGS INC (SIRI) - 1.83% | TOLL BROTHERS INC (TOL) - 0.75% |
| #17 | FRANKLIN RESOURCES INC (BEN) - 1.79% | MUELLER INDUSTRIES INC (MLI) - 0.75% |
| #18 | ONEOK INC (OKE) - 1.78% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.73% |
| #19 | T. ROWE PRICE GROUP INC (TROW) - 1.75% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.73% |
| #20 | PRUDENTIAL FINANCIAL INC (PRU) - 1.68% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.72% |
| #21 | THE AES CORP (AES) - 1.68% | ENSIGN GROUP INC (ENSG) - 0.47% |
| #22 | GRAPHIC PACKAGING HOLDING CO (GPK) - 1.67% | TEXAS ROADHOUSE INC (TXRH) - 0.47% |
| #23 | EDISON INTERNATIONAL (EIX) - 1.57% | SEI INVESTMENTS CO (SEIC) - 0.46% |
| #24 | DOMINION ENERGY INC (D) - 1.52% | ENERSYS (ENS) - 0.46% |
| #25 | COLUMBIA BANKING SYSTEM INC (COLB) - 1.50% | API GROUP CORP (APG) - 0.46% |
| Total Holdings | 52 | 252 |
WBIY vs SMOX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WBIY
+2.43%
SMOX
-0.26%
3M
WBIY
+2.20%
Winner
SMOX
+7.05%
6M
WBIY
+10.99%
Winner
SMOX
+15.38%
1Y
WBIY
+27.18%
SMOX
N/A
5Y(CAGR)
WBIY
+9.23%
SMOX
N/A
10Y(CAGR)
WBIY
+8.54%
SMOX
N/A
Max(CAGR)
WBIY
+8.54%
Winner
SMOX
+34.46%
WBIY vs SMOX - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | WBIY | SMOX |
|---|---|---|
| 2026 | +9.54% | +14.18% |
| 2025 | +13.23% | +0.44% |
| 2024 | +7.37% | N/A |
| 2023 | +13.42% | N/A |
| 2022 | -1.29% | N/A |
| 2021 | +29.40% | N/A |
| 2020 | -8.67% | N/A |
| 2019 | +23.12% | N/A |
| 2018 | -15.37% | N/A |
| 2017 | +13.33% | N/A |
| 2016 | -1.39% | N/A |
WBIY vs SMOX Drawdown Comparison
The maximum drawdown for WBIY was -48.78%, occurring on Mar 23, 2020. Recovery took 276 trading sessions.
The maximum drawdown for SMOX was -7.76%, occurring on Mar 20, 2026. Recovery took 26 trading sessions.
The current WBIY drawdown is -1.35%. The current SMOX drawdown is -1.72%.
| Rank | WBIY | SMOX |
|---|---|---|
| #1 | -48.78% Jan 16, 2020 - Feb 22, 2021 | -7.76% Mar 2, 2026 - Apr 8, 2026 |
| #2 | -21.65% Aug 21, 2018 - Jan 14, 2020 | -3.45% May 6, 2026 - May 26, 2026 |
| #3 | -20.98% Apr 20, 2022 - Jan 31, 2023 | -2.53% Dec 11, 2025 - Jan 5, 2026 |
| #4 | -19.38% Nov 25, 2024 - Jul 23, 2025 | -1.72% Jun 4, 2026 - Jun 5, 2026 |
| #5 | -16.82% Feb 2, 2023 - Dec 14, 2023 | -1.61% Jan 21, 2026 - Feb 6, 2026 |
| #6 | -9.57% Jan 26, 2018 - Jun 8, 2018 | -1.51% Apr 27, 2026 - Apr 30, 2026 |
| #7 | -9.44% Jan 4, 2017 - Sep 26, 2017 | -1.43% Feb 20, 2026 - Feb 25, 2026 |
| #8 | -7.44% Nov 12, 2021 - Dec 28, 2021 | -1.29% Feb 11, 2026 - Feb 20, 2026 |
| #9 | -6.63% Jul 23, 2025 - Aug 22, 2025 | -1.27% May 26, 2026 - Jun 4, 2026 |
| #10 | -6.52% Jun 11, 2021 - Nov 11, 2021 | -0.91% Jan 15, 2026 - Jan 21, 2026 |
| #11 | -6.48% Feb 11, 2026 - May 28, 2026 | -0.78% Feb 26, 2026 - Mar 2, 2026 |
| #12 | -6.40% Mar 28, 2024 - Jul 16, 2024 | -0.63% Dec 5, 2025 - Dec 10, 2025 |
| #13 | -5.81% Sep 11, 2025 - Nov 26, 2025 | -0.62% Apr 14, 2026 - Apr 17, 2026 |
| #14 | -5.66% Jan 14, 2022 - Mar 29, 2022 | -0.51% Apr 9, 2026 - Apr 13, 2026 |
| #15 | -5.47% Jul 17, 2024 - Aug 26, 2024 | -0.46% Apr 20, 2026 - Apr 27, 2026 |
Correlation
Correlation between WBIY and SMOX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2016 - 2026)
WBIY vs SMOX dividend yield comparison.
| Year | WBIY | SMOX |
|---|---|---|
| 2026 | 1.04% | 0.00% |
| 2025 | 4.73% | 0.08% |
| 2024 | 4.57% | 0.00% |
| 2023 | 4.87% | 0.00% |
| 2022 | 4.40% | 0.00% |
| 2021 | 3.94% | 0.00% |
| 2020 | 5.10% | 0.00% |
| 2019 | 4.54% | 0.00% |
| 2018 | 3.25% | 0.00% |
| 2017 | 5.84% | 0.00% |
| 2016 | 0.01% | 0.00% |
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