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SMOXvsIVOOETF Comparison
Horizon Small/Mid Cap Core Equity ETF (SMOX) belongs to the Options Strategies segment. Vanguard S&P Mid-Cap 400 ETF (IVOO) is part of the US Mid Cap segment. SMOX's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, IVOO's top sector exposures are Industrials, Information Technology and Financials. SMOX is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.07% for IVOO. SMOX is up 4.48% year-to-date (YTD) with -$1M in YTD flows. IVOO performs worse with 1.48% YTD performance, and +$74M in YTD flows. Run a side-by-side ETF comparison of SMOX and IVOO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SMOX vs IVOO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMOX IVOO | -3.90%-5.12% | +3.38%+0.20% | +4.48%+1.48% | n/a+16.86% | n/a+45.39% | n/a+35.91% |
| Flows | SMOX IVOO | -$558K+$46M | -$580K+$94M | -$1M+$74M | -+$346M | -+$961M | -+$1.25B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMOX IVOO | +14.39%+15.47% | n/a+20.98% | n/a+17.96% | n/a+19.60% |
| Max drawdown | SMOX IVOO | -6.26%-7.12% | n/a-15.10% | n/a-24.02% | n/a-24.02% |
| Max drawdown duration | SMOX IVOO | 10d18d | n/a46d | n/a379d | n/a379d |
SMOX | IVOO | |
Last sale 3/13/2026 at 1:30 PM | $26.26 | $113.26 |
| Previous close 03/12/2026 | $26.28 | $113.42 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SMOX | IVOO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SMOX | IVOO | |
|---|---|---|
| Last price | $26.26 | $113.26 |
| 1D performance | -0.08% | -0.14% |
| AuM | $53.10 M | $3.11 B |
| E/R | 0.75% | 0.07% |
SMOX | IVOO | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Horizon Investments | Vanguard |
| Benchmark | - | S&P MidCap 400 Index |
| N° of holdings | 274 | 382 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 3, 2025 | September 7, 2010 |
| 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 SMOX and IVOO ETFs performed in 2026?
As of March 12, 2026, SMOX is up 4.48% year-to-date (YTD), while IVOO has returned 1.48%. That puts SMOX better performer ahead so far this year.
Which ETF is attracting more investor money: SMOX or IVOO?
Year-to-date, the SMOX ETF saw -$1M in flows, compared to +$74M for IVOO.
Which ETF is bigger: SMOX or IVOO?
As of March 12, 2026, SMOX holds $53.10 M in assets under management (AUM), while IVOO manages $3.11 B.
What sectors do the SMOX and IVOO ETFs invest in?
SMOX leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, IVOO focuses on Industrials, Information Technology and Financials.
What are the top holdings of the SMOX ETF and IVOO ETF?
SMOX top holdings include US80004C2008, COMFORT SYSTEMS USA and CIENA. IVOO holds in its top three: CIENA, US19247G1076 and LUMENTUM HOLDINGS.
Which ETF is more diversified: SMOX or IVOO?
SMOX holds 286 securities with 16.62% of its assets in the top 15. IVOO has 401 securities and a top 15 weight of 10.53%.
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