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SMOXvsMDYETF Comparison

ETF 1

SMOX

Horizon Small/Mid Cap Core Equity ETF

This fund is part of

Options Strategies

+0.07%

Full SMOX fund page

VS

ETF 2

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

This fund is part of

US Mid Cap

-0.06%

Full MDY fund page

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. SMOX's top 3 sector exposures are Industrials, Financials and Consumer Discretionary. In contrast, MDY's top sector exposures are Industrials, Information Technology and Financials. SMOX is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.23% for MDY. SMOX is up 14.97% year-to-date (YTD) with -$445K in YTD flows. MDY performs worse with 10.41% YTD performance, and -$566M 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

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 05/01/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SMOX MDY	+7.42%+10.87%	+7.23%+6.16%	+14.97%+10.41%	n/a+28.98%	n/a+51.64%	n/a+42.30%
Flows	SMOX MDY	--$56M	+$77K+$164M	-$445K-$566M	--$904M	--$947M	--$2.13B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SMOX MDY	+17.61%+18.19%	n/a+15.92%	n/a+17.96%	n/a+19.86%
Max drawdown	SMOX MDY	-7.75%-8.78%	n/a-8.78%	n/a-23.91%	n/a-23.91%
Max drawdown duration	SMOX MDY	37d53d	n/a53d	n/a379d	n/a379d

Trading data

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	SMOX	MDY
Last sale 5/1/2026 at 1:30 PM	$28.93	$664.35
Previous close 04/29/2026	$28.94	$664.17
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 30, 2026

1-year trailing difference

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SMOX

is actively managed and doesn’t replicate an index

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	SMOX	MDY
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 5/1/2026 at 1:30 PM

Live

Closed

	SMOX	MDY
Last price	$28.93	$664.35
1D performance	-0.02%	+0.03%
AuM	$59.01 M	$26.04 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	267	381
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 3, 2025	May 4, 1995
ESG	No	No

More SMOX data on Trackinsight

More MDY data on Trackinsight

Exposure

Countries

SMOX

USA

94.03%

Other

5.97%

MDY

USA

92.34%

Other

7.66%

Sectors

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%

MDY

Industrials

21.55%

Information Techn.

13.08%

Financials

13%

Consumer Discreti.

10.58%

Health Care

8.85%

Other

32.94%

Diversification

SMOX

Total weight of top 15 holdings out of 15

15.42%

MDY

Total weight of top 15 holdings out of 15

10.32%

Top 15 holdings

Data as of March 31, 2026

SMOX

UTD THERAPEUT

1.39%

TECHNIPFMC PLC

1.38%

CASEYS GENERAL STORES

1.37%

CURTISS WRIGHT

1.21%

TENET HEALTHCARE

1.11%

US19247G1076

1.11%

WOODWARD

0.98%

ALCOA CORP

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%

MDY

TECHNIPFMC PLC

0.87%

CASEYS GENERAL STORES

0.84%

UTD THERAPEUT

0.79%

CURTISS WRIGHT

0.78%

FLEX LTD

0.75%

XPO LOGISTICS

0.71%

WOODWARD

0.66%

ROYAL GOLD

0.64%

US FOODS HOLDING CORP

0.63%

BURLINGTON STORES

0.63%

ATI INC

0.61%

MICHAEL STORES

0.61%

CARPENTER TECHNOLOGY

0.61%

NVENT ELECTRIC PLC

0.59%

TWILIO

0.59%

Frequently asked questions about SMOX and MDY

How have the SMOX and MDY ETFs performed in 2026?

As of May 1, 2026, SMOX is up 14.97% year-to-date (YTD), while MDY has returned 10.41%. 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 -$445K in flows, compared to -$566M for MDY.

Which ETF is bigger: SMOX or MDY?

As of May 1, 2026, SMOX holds $59.01 M in assets under management (AUM), while MDY manages $26.04 B.

What sectors do the SMOX and MDY ETFs invest in?

SMOX leans toward sectors like Industrials, Financials and Consumer Discretionary. Meanwhile, MDY focuses on Industrials, Information Technology and Financials.

What are the top holdings of the SMOX ETF and MDY ETF?

SMOX top holdings include UTD THERAPEUT, TECHNIPFMC PLC and CASEYS GENERAL STORES. MDY holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and UTD THERAPEUT.

SMOXvsMDYETF Comparison

Horizon Small/Mid Cap Core Equity ETF

State Street SPDR S&P MIDCAP 400 ETF Trust

SMOX vs MDY performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SMOX and MDY ETFs performed in 2026?

As of May 1, 2026, SMOX is up 14.97% year-to-date (YTD), while MDY has returned 10.41%. 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 -$445K in flows, compared to -$566M for MDY.

Which ETF is bigger: SMOX or MDY?

As of May 1, 2026, SMOX holds $59.01 M in assets under management (AUM), while MDY manages $26.04 B.

What sectors do the SMOX and MDY ETFs invest in?

SMOX leans toward sectors like Industrials, Financials and Consumer Discretionary. Meanwhile, MDY focuses on Industrials, Information Technology and Financials.

What are the top holdings of the SMOX ETF and MDY ETF?

SMOX top holdings include UTD THERAPEUT, TECHNIPFMC PLC and CASEYS GENERAL STORES. MDY holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and UTD THERAPEUT.

Which ETF is more diversified: SMOX or MDY?

SMOX holds 280 securities with 15.42% of its assets in the top 15. MDY has 399 securities and a top 15 weight of 10.32%.

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