STOXvsUSCLETF Comparison
Horizon Core Equity ETF (STOX) belongs to the Options Strategies segment. iShares Climate Conscious & Transition MSCI USA ETF (USCL) is part of the US Large Cap segment. STOX's top 3 sector exposures are Information Technology, Financials and Communication Services. In contrast, USCL's top sector exposures are Information Technology, Communication Services and Health Care. STOX is more expensive with a Total Expense Ratio (TER) of 0.7%, versus 0.08% for USCL. STOX is down -3.1% year-to-date (YTD) with +$35M in YTD flows. USCL performs worse with -5.31% YTD performance, and -$60M in YTD flows. Run a side-by-side ETF comparison of STOX and USCL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
STOX vs USCL performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | STOX USCL | -3.01%-2.97% | -4.13%-6.23% | -3.10%-5.31% | n/a+25.00% | n/an/a | n/an/a |
| Flows | STOX USCL | +$2M-$39M | +$35M-$88M | +$35M-$60M | --$368M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | STOX USCL | +14.76%+14.56% | n/a+16.50% | n/an/a | n/an/a |
| Max drawdown | STOX USCL | -9.48%-10.26% | n/a-10.26% | n/an/a | n/an/a |
| Max drawdown duration | STOX USCL | 70d85d | n/a85d | n/an/a | n/an/a |
STOX | USCL | |
Last sale 4/8/2026 at 1:30 PM | $28.15 | $76.65 |
| Previous close 04/07/2026 | $27.43 | $74.99 |
| Consolidated volume 04/07/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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STOX | USCL | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
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STOX | USCL | |
|---|---|---|
| Last price | $28.15 | $76.65 |
| 1D performance | +2.61% | +2.22% |
| AuM | $112.53 M | $2.08 B |
| E/R | 0.7% | 0.08% |
STOX | USCL | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Horizon Investments | iShares |
| Benchmark | - | MSCI USA Extended Climate Action Index |
| N° of holdings | 158 | 265 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 25, 2025 | June 8, 2023 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
