SMOXvsXJHETF Comparison
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Horizon Small/Mid Cap Core Equity ETF (SMOX) belongs to the Options Strategies segment. iShares ESG Select Screened S&P Mid-Cap ETF (XJH) 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 0.12% for XJH. SMOX is up 18.18% year-to-date (YTD) with +$16M in YTD flows. XJH performs worse with 14.17% YTD performance, and +$35M in YTD flows. Run a side-by-side ETF comparison of SMOX and XJH 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 XJH 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 XJH | -2.33%-2.06% | +4.54%+5.56% | +18.18%+14.17% | n/a+19.49% | n/a+42.32% | n/a+45.52% |
| Flows | SMOX XJH | +$5M+$8M | +$16M+$30M | +$16M+$35M | -+$63M | -+$216M | -+$292M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMOX XJH | +13.90%+15.39% | n/a+16.20% | n/a+18.19% | n/a+19.78% |
| Max drawdown | SMOX XJH | -3.42%-4.42% | n/a-9.65% | n/a-24.38% | n/a-24.99% |
| Max drawdown duration | SMOX XJH | 16d16d | n/a53d | n/a379d | n/a815d |
Trading data
SMOX | XJH | |
Last sale 7/30/2026 at 6:56 PM | $29.96 | $50.92 |
| Previous close 07/29/2026 | $29.73 | $50.77 |
| 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 | XJH | |
|---|---|---|
| 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 | XJH | |
|---|---|---|
| Last price | $29.96 | $50.92 |
| 1D performance | +0.78% | +0.30% |
| AuM | $77.31 M | $415.66 M |
| E/R | 0.75% | 0.12% |
Characteristics
SMOX | XJH | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Horizon Investments | iShares |
| Benchmark | - | S&P MidCap 400 Sustainability Screened Index |
| N° of holdings | 288 | 359 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 3, 2025 | September 22, 2020 |
| ESG | No | Yes |
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Exposure
Countries
SMOX
USA
94.71%
Other
5.29%
XJH
USA
95.38%
Other
4.62%
Sectors
SMOX
Finance
23%
Industrials
17.05%
Technology
13.5%
Non-Energy Materi.
9.26%
Healthcare
8.78%
Other
28.41%
XJH
Finance
23.46%
Industrials
19.21%
Technology
15.87%
Non-Energy Materi.
10.35%
Healthcare
9.47%
Other
21.64%
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Diversification
SMOX
Total weight of top 15 holdings out of 15
14.65%
XJH
Total weight of top 15 holdings out of 15
12.56%
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%
XJH
Twilio, Inc.
0.97%
Carpenter Technology Corp.
0.95%
MKS, Inc.
0.93%
Curtiss-Wright Corp.
0.87%
nVent Electric Plc
0.85%
Entegris, Inc.
0.85%
ATI, Inc.
0.83%
Illumina, Inc.
0.82%
TechnipFMC plc
0.82%
Sterling Infrastructure, Inc.
0.80%
MasTec, Inc.
0.79%
Woodward, Inc.
0.78%
MACOM Technology Solutions Holdings, Inc.
0.77%
Everpure, Inc.
0.77%
XPO, Inc.
0.75%
Frequently asked questions about SMOX and XJH
How have the SMOX and XJH ETFs performed in 2026?
As of July 29, 2026, SMOX is up 18.18% year-to-date (YTD), while XJH has returned 14.17%. That puts SMOX better performer ahead so far this year.
Which ETF is attracting more investor money: SMOX or XJH?
Year-to-date, the SMOX ETF saw +$16M in flows, compared to +$35M for XJH.
Which ETF is bigger: SMOX or XJH?
As of July 29, 2026, SMOX holds $77.31 M in assets under management (AUM), while XJH manages $415.66 M.
What sectors do the SMOX and XJH ETFs invest in?
SMOX leans toward sectors like Finance, Industrials and Technology. Meanwhile, XJH focuses on Finance, Industrials and Technology.
What are the top holdings of the SMOX ETF and XJH ETF?
SMOX top holdings include Flex Ltd., Curtiss-Wright Corp. and TD SYNNEX Corp.. XJH holds in its top three: Twilio, Inc., Carpenter Technology Corp. and MKS, Inc..
Which ETF is more diversified: SMOX or XJH?
SMOX holds 288 securities with 14.65% of its assets in the top 15. XJH has 359 securities and a top 15 weight of 12.56%.
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