SFTYvsSTOXETF Comparison
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Horizon Managed Risk ETF (SFTY) belongs to the Multi-Asset: Other segment. Horizon Core Equity ETF (STOX) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. SFTY is more expensive with a Total Expense Ratio (TER) of 0.77%, versus 0.7% for STOX. SFTY is up 8.87% year-to-date (YTD) with +$132M in YTD flows. STOX performs better with 8.91% YTD performance, and +$63M in YTD flows. Run a side-by-side ETF comparison of SFTY and STOX 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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SFTY vs STOX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SFTY STOX | +0.58%+0.69% | +4.44%+4.67% | +8.87%+8.91% | +19.35%+19.96% | n/an/a | n/an/a |
| Flows | SFTY STOX | +$33M-$635K | +$120M+$24M | +$132M+$63M | +$441M+$137M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SFTY STOX | +11.75%+12.34% | +11.91%+12.68% | n/an/a | n/an/a |
| Max drawdown | SFTY STOX | -3.88%-4.11% | -8.68%-9.48% | n/an/a | n/an/a |
| Max drawdown duration | SFTY STOX | 37d37d | 77d77d | n/an/a | n/an/a |
Trading data
SFTY | STOX | |
Last sale 7/17/2026 at 1:30 PM | $30.67 | $30.89 |
| Previous close 07/16/2026 | $30.96 | $31.14 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
SFTY | STOX | |
|---|---|---|
| Last price | $30.67 | $30.89 |
| 1D performance | -0.94% | -0.81% |
| AuM | $501.92 M | $154.85 M |
| E/R | 0.77% | 0.7% |
Characteristics
SFTY | STOX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Horizon Investments | Horizon Investments |
| Benchmark | - | - |
| N° of holdings | 163 | 163 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 25, 2025 | June 25, 2025 |
| ESG | No | No |
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Exposure
Countries
SFTY
USA
89.94%
Other
10.06%
STOX
USA
89.97%
Other
10.03%
Sectors
SFTY
Technology
42.09%
Finance
12.2%
Consumer Non-Cycl.
9.42%
Healthcare
8.59%
Other
27.7%
STOX
Technology
42.03%
Finance
12.22%
Consumer Non-Cycl.
9.4%
Healthcare
8.62%
Other
27.73%
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Diversification
SFTY
Total weight of top 15 holdings out of 15
49.54%
STOX
Total weight of top 15 holdings out of 15
49.41%
Top 15 holdings
Data as of May 31, 2026
SFTY
NVIDIA Corp.
6.71%
US53656G4982
6.67%
Apple, Inc.
6.36%
Alphabet, Inc.
6.21%
Microsoft Corp.
4.51%
Broadcom Inc.
3.26%
Berkshire Hathaway, Inc.
2.51%
Micron Technology, Inc.
2.21%
Amazon.com, Inc.
2.02%
Eli Lilly & Co.
1.88%
Meta Platforms, Inc.
1.77%
Advanced Micro Devices, Inc.
1.58%
Exxon Mobil Corp.
1.40%
Johnson & Johnson
1.33%
Walmart, Inc.
1.12%
STOX
NVIDIA Corp.
6.69%
US53656G4982
6.65%
Apple, Inc.
6.35%
Alphabet, Inc.
6.19%
Microsoft Corp.
4.50%
Broadcom Inc.
3.25%
Berkshire Hathaway, Inc.
2.50%
Micron Technology, Inc.
2.20%
Amazon.com, Inc.
2.02%
Eli Lilly & Co.
1.88%
Meta Platforms, Inc.
1.77%
Advanced Micro Devices, Inc.
1.58%
Exxon Mobil Corp.
1.39%
Johnson & Johnson
1.33%
Walmart, Inc.
1.11%
Frequently asked questions about SFTY and STOX
How have the SFTY and STOX ETFs performed in 2026?
As of July 17, 2026, SFTY is up 8.87% year-to-date (YTD), while STOX has returned 8.91%. That puts STOX better performer ahead so far this year.
Which ETF is attracting more investor money: SFTY or STOX?
Year-to-date, the SFTY ETF saw +$132M in flows, compared to +$63M for STOX.
Which ETF is more volatile: SFTY or STOX?
Over the past year, SFTY had a volatility of 11.91%, while STOX experienced 12.68%.
Which ETF is bigger: SFTY or STOX?
As of July 17, 2026, SFTY holds $501.92 M in assets under management (AUM), while STOX manages $154.85 M.
What sectors do the SFTY and STOX ETFs invest in?
SFTY leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, STOX focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the SFTY ETF and STOX ETF?
SFTY top holdings include NVIDIA Corp., US53656G4982 and Apple, Inc.. STOX holds in its top three: NVIDIA Corp., US53656G4982 and Apple, Inc..
Which ETF is more diversified: SFTY or STOX?
SFTY holds 163 securities with 49.54% of its assets in the top 15. STOX has 163 securities and a top 15 weight of 49.41%.
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