SMOX
Horizon Small/Mid Cap Core Equity ETF
The Horizon Small/Mid Cap Core Equity ETF seeks to provide long-term capital appreciation by investing primarily in a diversified portfolio of small and mid-cap U.S. equities.
US
EQUITY
Active
MANAGEMENT STYLE
$ 58.0 M
ASSETS UNDER MGMT
75 bp
EXPENSES
Fund Basics
| Inception date | Dec 02, 2025 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| COHERENT INC | 1.7 % |
| CASEY'S GENERAL STORES INC | 1.5 % |
| CASH & OTHER | 1.3 % |
| TECHNIPFMC PLC | 1.3 % |
| CURTISS-WRIGHT CORP | 1.2 % |
| REGAL BELOIT CORP | 1.2 % |
| UNITED THERAPEUTICS CORP | 1.2 % |
| TWILIO, INC. CLASS A | 1.1 % |
| NVENT ELECTRIC PLC | 1.1 % |
| SYNNEX CORP | 1.1 % |
Constituent Breakdown
| Number of holdings | 284 |
| Herfindahl-Hirschman Index | 52 |
| Wgt avg mkt cap (mns) | $10,068 |
| Large cap (>$10bn) | 42.8% |
| Mid cap ($2-10bn) | 54.8% |
| Small cap (<$2bn) | 1.2% |
| Developed mkts. | 98.3% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 93.3 % |
 |
BRITAIN | 2.6 % |
 |
BERMUDA | 1.1 % |
 |
CANADA | 0.6 % |
Historical Performance
Standardized Performance (as of 04/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 15.0% | -- | -- | -- | -- | -- | -- | 15.5% |
| Dividend Yield | 0.0% | -- | -- | -- | -- | -- | -- | 0.1% |
| Total Returns | 15.0% | -- | -- | -- | -- | -- | -- | 15.5% | Ann. Volatility | 16.9% | -- | -- | -- | -- | -- | -- | 16.1% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.00 | 0% |
| MSCI EAFE | 0.00 | 0% |
| MSCI Emg Mkts | 0.00 | 0% |
Liquidity Measures
| Avg. volume (000) | 4 |
| ADV traded (mns) | $0 |
| Turnover | 0.2% |
| Avg. Bid/Ask (% of price) | 0.64% |
Technical Indicators
| 30d moving avg. (EMA) | $28.56 |
| Relative strength (RSI) | 56 |
| MACD/Signal | 0.32/0.40 |
| Bollinger Bands (Upper/Lower) | $29.40/$28.47 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. SMOX |
Expenses vs. SMOX |
ALTAR Score™ vs. SMOX |
|---|---|---|---|---|
| MDY | SPDR S&P Midcap 400 ETF Trust | 55.5% | -52 bp | +0.6% |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | 54.0% | -72 bp | +0.8% |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | 53.6% | -68 bp | +0.8% |
| IJH | iShares Core S&P Mid-Cap ETF | 52.5% | -70 bp | +0.8% |
| XJH | iShares ESG Screened S&P Mid-Cap ETF | 51.9% | -63 bp | +0.7% |
| QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 49.6% | -60 bp | +0.8% |
| JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 45.4% | -51 bp | +0.6% |
| MDYG | State Street SPDR S&P 400 Mid Cap Growth ETF | 45.3% | -60 bp | -1.2% |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 45.3% | -65 bp | -1.2% |
| MIDE | Xtrackers S&P MidCap 400 ESG ETF | 44.3% | -60 bp | +1.5% |
Risk and Returns: SMOX vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 5/20/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
6.2%
ALTAR SCORE™
64th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 1,346 funds in the US Equity category with an average
ALTAR Score™ of 5.5% and a standard deviation
of 2.1%. SMOX's ALTAR Score™ is approximately 0.4 standard
deviations above the category average. This places SMOX in the 64th percentile
among funds in the category.
Sell-Side Consensus
$31.23
PRICE TARGET
+9.9%
UPSIDE