IVOOvsSMOXETF Comparison
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Vanguard S&P Mid-Cap 400 ETF (IVOO) belongs to the US Mid Cap segment. Horizon Small/Mid Cap Core Equity ETF (SMOX) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. IVOO is less expensive with a Total Expense Ratio (TER) of 0.07%, versus 0.75% for SMOX. IVOO is up 15.85% year-to-date (YTD) with +$371M in YTD flows. SMOX performs better with 20.86% YTD performance, and +$49M in YTD flows. Run a side-by-side ETF comparison of IVOO and SMOX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IVOO vs SMOX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVOO SMOX | -0.39%+0.28% | +5.48%+5.49% | +15.85%+20.86% | +22.59%n/a | +47.97%n/a | +50.96%n/a |
| Flows | IVOO SMOX | +$61M+$26M | +$192M+$49M | +$371M+$49M | +$533M- | +$1.23B- | +$1.46B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVOO SMOX | +14.56%+13.92% | +15.57%n/a | +17.81%n/a | +19.51%n/a |
| Max drawdown | IVOO SMOX | -4.26%-3.42% | -8.82%n/a | -24.02%n/a | -24.02%n/a |
| Max drawdown duration | IVOO SMOX | 26d16d | 53dn/a | 379dn/a | 379dn/a |
Trading data
IVOO | SMOX | |
Last sale 8/4/2026 at 7:04 PM | $131.32 | $30.82 |
| Previous close 08/03/2026 | $128.83 | $30.40 |
| Consolidated volume 08/03/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
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SMOX
is actively managed and doesn’t replicate an indexIVOO | SMOX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 8/4/2026 at 7:04 PM
Live
Closed
IVOO | SMOX | |
|---|---|---|
| Last price | $131.32 | $30.82 |
| 1D performance | +1.93% | +1.39% |
| AuM | $3.83 B | $111.90 M |
| E/R | 0.07% | 0.75% |
Characteristics
IVOO | SMOX | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Vanguard | Horizon Investments |
| Benchmark | S&P MidCap 400 Index | - |
| N° of holdings | 402 | 288 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 7, 2010 | December 3, 2025 |
| ESG | No | No |
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Exposure
Countries
IVOO
USA
95.68%
Other
4.32%
SMOX
USA
94.71%
Other
5.29%
Sectors
IVOO
Finance
21.82%
Industrials
18.67%
Technology
15.25%
Non-Energy Materi.
10.59%
Healthcare
8.48%
Other
25.19%
SMOX
Finance
23%
Industrials
17.05%
Technology
13.5%
Non-Energy Materi.
9.26%
Healthcare
8.78%
Other
28.41%
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Diversification
IVOO
Total weight of top 15 holdings out of 15
11.07%
SMOX
Total weight of top 15 holdings out of 15
14.65%
Top 15 holdings
Data as of June 30, 2026
IVOO
Twilio, Inc.
0.86%
Carpenter Technology Corp.
0.84%
MKS, Inc.
0.82%
Curtiss-Wright Corp.
0.76%
Entegris, Inc.
0.75%
nVent Electric Plc
0.75%
ATI, Inc.
0.73%
Illumina, Inc.
0.73%
TechnipFMC plc
0.72%
Sterling Infrastructure, Inc.
0.70%
MasTec, Inc.
0.70%
Woodward, Inc.
0.69%
MACOM Technology Solutions Holdings, Inc.
0.68%
Everpure, Inc.
0.68%
XPO, Inc.
0.66%
SMOX
Flex Ltd.
1.27%
Curtiss-Wright Corp.
1.20%
TD SYNNEX Corp.
1.19%
TechnipFMC plc
1.12%
United Therapeutics Corp.
1.09%
Woodward, Inc.
1.04%
Twilio, Inc.
1.01%
nVent Electric Plc
1.00%
Tenet Healthcare Corp.
0.94%
Toll Brothers, Inc.
0.86%
US Foods Holding Corp.
0.84%
ATI, Inc.
0.80%
RBC Bearings, Inc.
0.78%
BorgWarner, Inc.
0.76%
Reliance, Inc.
0.75%
Frequently asked questions about IVOO and SMOX
How have the IVOO and SMOX ETFs performed in 2026?
As of August 3, 2026, IVOO is up 15.85% year-to-date (YTD), while SMOX has returned 20.86%. That puts SMOX better performer ahead so far this year.
Which ETF is attracting more investor money: IVOO or SMOX?
Year-to-date, the IVOO ETF saw +$371M in flows, compared to +$49M for SMOX.
Which ETF is bigger: IVOO or SMOX?
As of August 3, 2026, IVOO holds $3.83 B in assets under management (AUM), while SMOX manages $111.90 M.
What sectors do the IVOO and SMOX ETFs invest in?
IVOO leans toward sectors like Finance, Industrials and Technology. Meanwhile, SMOX focuses on Finance, Industrials and Technology.
What are the top holdings of the IVOO ETF and SMOX ETF?
IVOO top holdings include Twilio, Inc., Carpenter Technology Corp. and MKS, Inc.. SMOX holds in its top three: Flex Ltd., Curtiss-Wright Corp. and TD SYNNEX Corp..
Which ETF is more diversified: IVOO or SMOX?
IVOO holds 402 securities with 11.07% of its assets in the top 15. SMOX has 288 securities and a top 15 weight of 14.65%.
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