Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
SMOXvsMDYETF Comparison
Horizon Small/Mid Cap Core Equity ETF (SMOX) belongs to the Options Strategies segment. SPDR S&P MIDCAP 400 ETF Trust (MDY) is part of the US Mid Cap segment. Both ETFs have the same top 3 sector exposures: Industrials, Financials and Information Technology. SMOX is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.23% for MDY. SMOX is up 6.57% year-to-date (YTD) with -$1M in YTD flows. MDY performs worse with 4.31% YTD performance, and -$830M in YTD flows. Run a side-by-side ETF comparison of SMOX and MDY 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 MDY performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMOX MDY | -3.13%-4.05% | +5.33%+4.62% | +6.57%+4.31% | n/a+19.19% | n/a+41.63% | n/a+43.99% |
| Flows | SMOX MDY | -$8M-$783K | +$50M-$351M | -$1M-$830M | --$1.62B | --$1.23B | --$2.41B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMOX MDY | +14.31%+15.56% | n/a+20.83% | n/a+18.22% | n/a+19.85% |
| Max drawdown | SMOX MDY | -5.08%-5.36% | n/a-15.01% | n/a-23.91% | n/a-23.91% |
| Max drawdown duration | SMOX MDY | 8d15d | n/a46d | n/a379d | n/a379d |
SMOX | MDY | |
Last sale 3/11/2026 at 1:30 PM | $26.75 | $624.53 |
| Previous close 03/10/2026 | $26.78 | $626.44 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
SMOX | MDY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SMOX | MDY | |
|---|---|---|
| Last price | $26.75 | $624.53 |
| 1D performance | -0.10% | -0.30% |
| AuM | $54.16 M | $24.39 B |
| E/R | 0.75% | 0.23% |
SMOX | MDY | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Horizon Investments | SPDR |
| 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 | May 4, 1995 |
| 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 MDY ETFs performed in 2026?
As of March 10, 2026, SMOX is up 6.57% year-to-date (YTD), while MDY has returned 4.31%. That puts SMOX better performer ahead so far this year.
Which ETF is attracting more investor money: SMOX or MDY?
Year-to-date, the SMOX ETF saw -$1M in flows, compared to -$830M for MDY.
Which ETF is bigger: SMOX or MDY?
As of March 10, 2026, SMOX holds $54.16 M in assets under management (AUM), while MDY manages $24.39 B.
What sectors do the SMOX and MDY ETFs invest in?
SMOX leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, MDY focuses on Industrials, Financials and Information Technology.
What are the top holdings of the SMOX ETF and MDY ETF?
SMOX top holdings include US80004C2008, COMFORT SYSTEMS USA and CIENA. MDY holds in its top three: CIENA, US19247G1076 and LUMENTUM HOLDINGS.
Which ETF is more diversified: SMOX or MDY?
SMOX holds 286 securities with 16.62% of its assets in the top 15. MDY has 399 securities and a top 15 weight of 10.49%.
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
