SMOXvsMDYETF Comparison
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Horizon Small/Mid Cap Core Equity ETF (SMOX) belongs to the Options Strategies segment. State Street 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: Finance, Industrials and Technology. SMOX is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.23% for MDY. SMOX is up 18.18% year-to-date (YTD) with +$16M in YTD flows. MDY performs worse with 13.55% YTD performance, and -$1.07B 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.
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SMOX vs MDY performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMOX MDY | -2.33%-2.36% | +4.54%+4.56% | +18.18%+13.55% | n/a+17.67% | n/a+41.86% | n/a+46.98% |
| Flows | SMOX MDY | +$5M-$444M | +$16M-$600M | +$16M-$1.07B | --$761M | --$1.02B | --$2.35B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMOX MDY | +13.90%+15.10% | n/a+15.73% | n/a+17.82% | n/a+19.77% |
| Max drawdown | SMOX MDY | -3.42%-4.24% | n/a-8.78% | n/a-23.91% | n/a-23.91% |
| Max drawdown duration | SMOX MDY | 16d26d | n/a53d | n/a379d | n/a379d |
Trading data
SMOX | MDY | |
Last sale 7/30/2026 at 6:56 PM | $29.96 | $686.20 |
| Previous close 07/29/2026 | $29.73 | $681.16 |
| Consolidated volume 07/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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SMOX
is actively managed and doesn’t replicate an indexSMOX | MDY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/30/2026 at 6:56 PM
Live
Closed
SMOX | MDY | |
|---|---|---|
| Last price | $29.96 | $686.20 |
| 1D performance | +0.78% | +0.74% |
| AuM | $77.31 M | $26.20 B |
| E/R | 0.75% | 0.23% |
Characteristics
SMOX | MDY | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Horizon Investments | State Street Investment Management |
| Benchmark | - | S&P MidCap 400 Index |
| N° of holdings | 288 | 400 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 3, 2025 | May 4, 1995 |
| ESG | No | No |
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Exposure
Countries
SMOX
USA
94.71%
Other
5.29%
MDY
USA
95.41%
Other
4.59%
Sectors
SMOX
Finance
23%
Industrials
17.05%
Technology
13.5%
Non-Energy Materi.
9.26%
Healthcare
8.78%
Other
28.41%
MDY
Finance
21.51%
Industrials
18.53%
Technology
15.28%
Non-Energy Materi.
10.61%
Healthcare
8.49%
Other
25.58%
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Diversification
SMOX
Total weight of top 15 holdings out of 15
14.65%
MDY
Total weight of top 15 holdings out of 15
11.09%
Top 15 holdings
Data as of June 30, 2026
SMOX
Flex Ltd.
1.27%
Curtiss-Wright Corp.
1.20%
TD SYNNEX Corp.
1.19%
TechnipFMC plc
1.12%
United Therapeutics Corp.
1.09%
Woodward, Inc.
1.04%
Twilio, Inc.
1.01%
nVent Electric Plc
1.00%
Tenet Healthcare Corp.
0.94%
Toll Brothers, Inc.
0.86%
US Foods Holding Corp.
0.84%
ATI, Inc.
0.80%
RBC Bearings, Inc.
0.78%
BorgWarner, Inc.
0.76%
Reliance, Inc.
0.75%
MDY
Twilio, Inc.
0.86%
Carpenter Technology Corp.
0.84%
MKS, Inc.
0.82%
Curtiss-Wright Corp.
0.77%
Entegris, Inc.
0.75%
nVent Electric Plc
0.75%
ATI, Inc.
0.74%
Illumina, Inc.
0.73%
TechnipFMC plc
0.72%
Sterling Infrastructure, Inc.
0.70%
MasTec, Inc.
0.70%
Woodward, Inc.
0.69%
MACOM Technology Solutions Holdings, Inc.
0.68%
Everpure, Inc.
0.68%
XPO, Inc.
0.66%
Frequently asked questions about SMOX and MDY
How have the SMOX and MDY ETFs performed in 2026?
As of July 29, 2026, SMOX is up 18.18% year-to-date (YTD), while MDY has returned 13.55%. 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 +$16M in flows, compared to -$1.07B for MDY.
Which ETF is bigger: SMOX or MDY?
As of July 29, 2026, SMOX holds $77.31 M in assets under management (AUM), while MDY manages $26.20 B.
What sectors do the SMOX and MDY ETFs invest in?
SMOX leans toward sectors like Finance, Industrials and Technology. Meanwhile, MDY focuses on Finance, Industrials and Technology.
What are the top holdings of the SMOX ETF and MDY ETF?
SMOX top holdings include Flex Ltd., Curtiss-Wright Corp. and TD SYNNEX Corp.. MDY holds in its top three: Twilio, Inc., Carpenter Technology Corp. and MKS, Inc..
Which ETF is more diversified: SMOX or MDY?
SMOX holds 288 securities with 14.65% of its assets in the top 15. MDY has 400 securities and a top 15 weight of 11.09%.
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