STOXvsJOYTETF Comparison
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Horizon Core Equity ETF (STOX) and JPMorgan Equity and Options Total Return ETF (JOYT) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. STOX is more expensive with a Total Expense Ratio (TER) of 0.7%, versus 0.35% for JOYT. STOX is up 8.91% year-to-date (YTD) with +$63M in YTD flows. JOYT performs worse with 6.12% YTD performance, and +$36M in YTD flows. Run a side-by-side ETF comparison of STOX and JOYT 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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STOX vs JOYT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | STOX JOYT | +0.69%+1.70% | +4.67%+4.16% | +8.91%+6.12% | +19.96%n/a | n/an/a | n/an/a |
| Flows | STOX JOYT | -$635K+$3M | +$24M+$4M | +$63M+$36M | +$137M- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | STOX JOYT | +12.34%+8.61% | +12.68%n/a | n/an/a | n/an/a |
| Max drawdown | STOX JOYT | -4.11%-3.09% | -9.48%n/a | n/an/a | n/an/a |
| Max drawdown duration | STOX JOYT | 37d10d | 77dn/a | n/an/a | n/an/a |
Trading data
STOX | JOYT | |
Last sale 7/17/2026 at 1:30 PM | $30.89 | |
| Previous close 07/16/2026 | $31.14 | |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
STOX | JOYT | |
|---|---|---|
| Last price | $30.89 | – |
| 1D performance | -0.81% | – |
| AuM | $154.85 M | $94.81 M |
| E/R | 0.7% | 0.35% |
Characteristics
STOX | JOYT | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Horizon Investments | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 163 | 111 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 25, 2025 | August 20, 2025 |
| ESG | No | No |
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Exposure
Countries
STOX
USA
89.97%
Other
10.03%
JOYT
USA
97.4%
Other
2.6%
Sectors
STOX
Technology
42.03%
Finance
12.22%
Consumer Non-Cycl.
9.4%
Healthcare
8.62%
Other
27.73%
JOYT
Technology
46.91%
Finance
13.51%
Consumer Non-Cycl.
9.86%
Healthcare
8.62%
Industrials
7.75%
Other
13.35%
Diversification
STOX
Total weight of top 15 holdings out of 15
49.41%
JOYT
Total weight of top 15 holdings out of 15
52.55%
Top 15 holdings
Data as of May 31, 2026
STOX
NVIDIA Corp.
6.69%
US53656G4982
6.65%
Apple, Inc.
6.35%
Alphabet, Inc.
6.19%
Microsoft Corp.
4.50%
Broadcom Inc.
3.25%
Berkshire Hathaway, Inc.
2.50%
Micron Technology, Inc.
2.20%
Amazon.com, Inc.
2.02%
Eli Lilly & Co.
1.88%
Meta Platforms, Inc.
1.77%
Advanced Micro Devices, Inc.
1.58%
Exxon Mobil Corp.
1.39%
Johnson & Johnson
1.33%
Walmart, Inc.
1.11%
JOYT
NVIDIA Corp.
8.96%
Apple, Inc.
7.27%
Alphabet, Inc.
5.84%
Microsoft Corp.
5.60%
Amazon.com, Inc.
4.77%
Micron Technology, Inc.
3.11%
Broadcom Inc.
2.93%
Meta Platforms, Inc.
2.76%
Wells Fargo & Co.
2.00%
Exxon Mobil Corp.
1.78%
Seagate Technology Holdings Plc
1.73%
Tesla, Inc.
1.63%
Mastercard, Inc.
1.53%
Eli Lilly & Co.
1.34%
Lam Research Corp.
1.31%
Frequently asked questions about STOX and JOYT
How have the STOX and JOYT ETFs performed in 2026?
As of July 17, 2026, STOX is up 8.91% year-to-date (YTD), while JOYT has returned 6.12%. That puts STOX better performer ahead so far this year.
Which ETF is attracting more investor money: STOX or JOYT?
Year-to-date, the STOX ETF saw +$63M in flows, compared to +$36M for JOYT.
Which ETF is bigger: STOX or JOYT?
As of July 17, 2026, STOX holds $154.85 M in assets under management (AUM), while JOYT manages $94.81 M.
What sectors do the STOX and JOYT ETFs invest in?
STOX leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, JOYT focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the STOX ETF and JOYT ETF?
STOX top holdings include NVIDIA Corp., US53656G4982 and Apple, Inc.. JOYT holds in its top three: NVIDIA Corp., Apple, Inc. and Alphabet, Inc..
Which ETF is more diversified: STOX or JOYT?
STOX holds 163 securities with 49.41% of its assets in the top 15. JOYT has 111 securities and a top 15 weight of 52.55%.
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