SMDXvsSMOXETF Comparison
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Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) belongs to the US Multi-Factor 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: Industrials, Financials and Consumer Discretionary. SMDX is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.75% for SMOX. SMDX is up 12.19% year-to-date (YTD) with +$40K in YTD flows. SMOX performs better with 14.72% YTD performance, and -$445K in YTD flows. Run a side-by-side ETF comparison of SMDX 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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SMDX vs SMOX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMDX SMOX | +8.57%+8.39% | +7.08%+8.06% | +12.19%+14.72% | +38.13%n/a | n/an/a | n/an/a |
| Flows | SMDX SMOX | -$205K- | -$223K+$77K | +$40K-$445K | +$42M- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMDX SMOX | +18.44%+17.36% | +16.43%n/a | n/an/a | n/an/a |
| Max drawdown | SMDX SMOX | -8.63%-7.75% | -8.63%n/a | n/an/a | n/an/a |
| Max drawdown duration | SMDX SMOX | 60d37d | 60dn/a | n/an/a | n/an/a |
Trading data
SMDX | SMOX | |
Last sale 4/27/2026 at 1:30 PM | $25.63 | $28.89 |
| Previous close 04/24/2026 | $25.60 | $28.86 |
| Consolidated volume 04/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 4/27/2026 at 1:30 PM
Live
Closed
SMDX | SMOX | |
|---|---|---|
| Last price | $25.63 | $28.89 |
| 1D performance | +0.09% | +0.11% |
| AuM | $125.43 M | $58.88 M |
| E/R | 0.35% | 0.75% |
Characteristics
SMDX | SMOX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Intech Investment Management | Horizon Investments |
| Benchmark | - | - |
| N° of holdings | 504 | 267 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 27, 2025 | December 3, 2025 |
| ESG | No | No |
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Exposure
Countries
SMDX
USA
94.65%
Other
5.35%
SMOX
USA
94.03%
Other
5.97%
Sectors
SMDX
Industrials
21.51%
Financials
14.95%
Consumer Discreti.
13.69%
Information Techn.
12.33%
Health Care
10.48%
Other
27.04%
SMOX
Industrials
20.9%
Financials
14.05%
Consumer Discreti.
10.85%
Information Techn.
10.29%
Health Care
8.7%
Energy
7.02%
Other
28.19%
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Diversification
SMDX
Total weight of top 15 holdings out of 15
13.79%
SMOX
Total weight of top 15 holdings out of 15
15.42%
Top 15 holdings
Data as of March 31, 2026
SMDX
JONES LANG LASALLE
1.42%
EAST WEST BANCORP
1.15%
UTD THERAPEUT
1.07%
US FOODS HOLDING CORP
1.00%
LAMAR ADVERTISING
0.95%
ORMAT TECHNOLOGIES
0.92%
NVENT ELECTRIC PLC
0.84%
TENET HEALTHCARE
0.84%
UNIVERSAL DISPLAY
0.83%
ANTERO MIDSTREAM CORPORATION
0.83%
GRANITE CONSTRUCTION
0.82%
AECOM
0.81%
UGI
0.77%
ACUITY BRANDS
0.77%
XPO LOGISTICS
0.77%
SMOX
UTD THERAPEUT
1.39%
TECHNIPFMC PLC
1.38%
CASEYS GENERAL STORES
1.37%
CURTISS WRIGHT
1.21%
US19247G1076
1.11%
TENET HEALTHCARE
1.11%
ALCOA CORP
0.98%
WOODWARD
0.98%
US FOODS HOLDING CORP
0.92%
US71424F1057
0.91%
TD SYNNEX
0.84%
NEW YORK TIMES
0.82%
TOLL BROTHERS
0.81%
NVENT ELECTRIC PLC
0.81%
RBC BEARINGS
0.78%
Frequently asked questions about SMDX and SMOX
How have the SMDX and SMOX ETFs performed in 2026?
As of April 24, 2026, SMDX is up 12.19% year-to-date (YTD), while SMOX has returned 14.72%. That puts SMOX better performer ahead so far this year.
Which ETF is attracting more investor money: SMDX or SMOX?
Year-to-date, the SMDX ETF saw +$40K in flows, compared to -$445K for SMOX.
Which ETF is bigger: SMDX or SMOX?
As of April 24, 2026, SMDX holds $125.43 M in assets under management (AUM), while SMOX manages $58.88 M.
What sectors do the SMDX and SMOX ETFs invest in?
SMDX leans toward sectors like Industrials, Financials and Consumer Discretionary. Meanwhile, SMOX focuses on Industrials, Financials and Consumer Discretionary.
What are the top holdings of the SMDX ETF and SMOX ETF?
SMDX top holdings include JONES LANG LASALLE, EAST WEST BANCORP and UTD THERAPEUT. SMOX holds in its top three: UTD THERAPEUT, TECHNIPFMC PLC and CASEYS GENERAL STORES.
Which ETF is more diversified: SMDX or SMOX?
SMDX holds 525 securities with 13.79% of its assets in the top 15. SMOX has 280 securities and a top 15 weight of 15.42%.
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