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SMDXvsSMOXETF Comparison
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. SMDX's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, SMOX's top sector exposures are Industrials, Financials and Information Technology. SMDX is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.75% for SMOX. SMDX is up 1.93% year-to-date (YTD) with +$246K in YTD flows. SMOX performs better with 4.48% YTD performance, and -$1M 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.
SMDX vs SMOX performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMDX SMOX | -5.59%-3.90% | +0.70%+3.38% | +1.93%+4.48% | +24.36%n/a | n/an/a | n/an/a |
| Flows | SMDX SMOX | -$3M-$558K | +$2M-$580K | +$246K-$1M | +$50M- | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMDX SMOX | +15.61%+14.39% | +21.31%n/a | n/an/a | n/an/a |
| Max drawdown | SMDX SMOX | -7.10%-6.26% | -14.46%n/a | n/an/a | n/an/a |
| Max drawdown duration | SMDX SMOX | 31d10d | 46dn/a | n/an/a | n/an/a |
SMDX | SMOX | |
Last sale 3/13/2026 at 1:47 PM | $23.26 | $26.28 |
| Previous close 03/12/2026 | $23.26 | $26.28 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
SMDX | SMOX | |
|---|---|---|
| Last price | $23.26 | $26.28 |
| 1D performance | -0.00% | +0.01% |
| AuM | $113.97 M | $53.10 M |
| E/R | 0.35% | 0.75% |
SMDX | SMOX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Intech Investment Management | Horizon Investments |
| Benchmark | - | - |
| N° of holdings | 507 | 274 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 27, 2025 | December 3, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SMDX and SMOX ETFs performed in 2026?
As of March 12, 2026, SMDX is up 1.93% year-to-date (YTD), while SMOX has returned 4.48%. 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 +$246K in flows, compared to -$1M for SMOX.
Which ETF is bigger: SMDX or SMOX?
As of March 12, 2026, SMDX holds $113.97 M in assets under management (AUM), while SMOX manages $53.10 M.
What sectors do the SMDX and SMOX ETFs invest in?
SMDX leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, SMOX focuses on Industrials, Financials and Information Technology.
What are the top holdings of the SMDX ETF and SMOX ETF?
SMDX top holdings include CIENA, JONES LANG LASALLE and EAST WEST BANCORP. SMOX holds in its top three: US80004C2008, COMFORT SYSTEMS USA and CIENA.
Which ETF is more diversified: SMDX or SMOX?
SMDX holds 527 securities with 16.15% of its assets in the top 15. SMOX has 286 securities and a top 15 weight of 16.62%.
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