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STOXvsLCDSETF Comparison

ETF 1

STOX

Horizon Core Equity ETF

This fund is part of

Options Strategies

+0.33%

Full STOX fund page

VS

ETF 2

LCDS

JPMorgan Fundamental Data Science Large Core ETF

This fund is part of

US Large Cap

+0.46%

Full LCDS fund page

Horizon Core Equity ETF (STOX) belongs to the Options Strategies segment. JPMorgan Fundamental Data Science Large Core ETF (LCDS) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Communication Services. STOX is more expensive with a Total Expense Ratio (TER) of 0.7%, versus 0.3% for LCDS. STOX is down -3.11% year-to-date (YTD) with +$35M in YTD flows. LCDS performs better with -2.86% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of STOX and LCDS 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 LCDS 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 04/06/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	STOX LCDS	-2.09%-1.55%	-4.31%-4.29%	-3.11%-2.86%	n/a+32.15%	n/an/a	n/an/a
Flows	STOX LCDS	+$3M-	+$35M-	+$35M-	--$38K	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	STOX LCDS	+14.76%+14.25%	n/a+16.27%	n/an/a	n/an/a
Max drawdown	STOX LCDS	-9.48%-8.97%	n/a-8.97%	n/an/a	n/an/a
Max drawdown duration	STOX LCDS	69d68d	n/a68d	n/an/a	n/an/a

Trading data

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	STOX	LCDS
Last sale 4/6/2026 at 1:30 PM	$27.44	$63.26
Previous close 04/06/2026	$27.32	$63.00
Consolidated volume 04/06/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/6/2026 at 1:30 PM

Live

Closed

	STOX	LCDS
Last price	$27.44	$63.26
1D performance	+0.44%	+0.40%
AuM	$112.51 M	$14.25 M
E/R	0.7%	0.3%

Characteristics

	STOX	LCDS
Management strategy	Active	Active
Provider	Horizon Investments	J.P. Morgan Asset Management
Benchmark	-	-
N° of holdings	158	102
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	June 25, 2025	August 7, 2024
ESG	No	No

More STOX data on Trackinsight

More LCDS data on Trackinsight

Exposure

Countries

STOX

USA

97.62%

Other

2.38%

LCDS

USA

95.28%

Other

4.72%

Sectors

STOX

Information Techn.

28.87%

Financials

10.62%

Communication Ser.

10.15%

Health Care

10.13%

Consumer Discreti.

8.34%

Industrials

7.59%

Other

24.3%

LCDS

Information Techn.

34.05%

Financials

11.08%

Communication Ser.

10.16%

Health Care

9.61%

Consumer Discreti.

9.59%

Industrials

9.01%

Other

16.49%

Diversification

STOX

Total weight of top 15 holdings out of 15

46.84%

LCDS

Total weight of top 15 holdings out of 15

48.86%

Top 15 holdings

Data as of February 28, 2026

STOX

ALPHABET INC-CL

7.38%

NVIDIA

6.61%

US53656G4982

6.32%

MICROSOFT-T

5.23%

APPLE

4.39%

BROADCOM LIMITED

3.75%

BERKSHIRE HATHWAY

2.15%

WALMART INC

1.97%

META PLATFORMS

1.56%

EXXON

1.49%

JOHNSON&JOHNSON

1.43%

LILLY

1.29%

AMAZON.COM INC

1.17%

MICRON TECHNOLOGY

1.08%

COSTCO WHOLESALE

1.02%

LCDS

NVIDIA

8.22%

APPLE

6.81%

MICROSOFT-T

5.95%

ALPHABET INC-CL

4.68%

AMAZON.COM INC

3.90%

META PLATFORMS

3.13%

WELLS FARGO

2.42%

BROADCOM LIMITED

2.39%

MICRON TECHNOLOGY

2.03%

EXXON

1.91%

MASTERCARD

1.69%

TESLA

1.62%

ABBVIE

1.41%

PHILLIP MORRIS

1.37%

LILLY

1.35%

Frequently asked questions about STOX and LCDS

How have the STOX and LCDS ETFs performed in 2026?

As of April 6, 2026, STOX is down -3.11% year-to-date (YTD), while LCDS has lost -2.86%. That puts LCDS better performer ahead so far this year.

Which ETF is attracting more investor money: STOX or LCDS?

Year-to-date, the STOX ETF saw +$35M in flows, compared to - for LCDS.

Which ETF is bigger: STOX or LCDS?

As of April 6, 2026, STOX holds $112.51 M in assets under management (AUM), while LCDS manages $14.25 M.

What sectors do the STOX and LCDS ETFs invest in?

STOX leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, LCDS focuses on Information Technology, Financials and Communication Services.

STOXvsLCDSETF Comparison

Horizon Core Equity ETF

JPMorgan Fundamental Data Science Large Core ETF

STOX vs LCDS 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 STOX and LCDS ETFs performed in 2026?

As of April 6, 2026, STOX is down -3.11% year-to-date (YTD), while LCDS has lost -2.86%. That puts LCDS better performer ahead so far this year.

Which ETF is attracting more investor money: STOX or LCDS?

Year-to-date, the STOX ETF saw +$35M in flows, compared to - for LCDS.

Which ETF is bigger: STOX or LCDS?

As of April 6, 2026, STOX holds $112.51 M in assets under management (AUM), while LCDS manages $14.25 M.

What sectors do the STOX and LCDS ETFs invest in?

STOX leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, LCDS focuses on Information Technology, Financials and Communication Services.

What are the top holdings of the STOX ETF and LCDS ETF?

STOX top holdings include ALPHABET INC-CL, NVIDIA and US53656G4982. LCDS holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: STOX or LCDS?

STOX holds 164 securities with 46.84% of its assets in the top 15. LCDS has 108 securities and a top 15 weight of 48.86%.

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