Horizon Small/Mid Cap Core Equity ETF (SMOX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SMOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMOX
SMOX charges 0.75% annually. There are 69 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap ETF | 0.03% | 213.90B | Jan 2004 | SMOX vs VO | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.58B | Jun 2004 | SMOX vs IMCB | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.05% | 17.47B | Nov 2005 | SMOX vs SPMD | |
| Vanguard Extended Market ETF | 0.05% | 89.90B | Dec 2001 | SMOX vs VXF | |
| iShares Core S&P Mid-Cap ETF | 0.05% | 119.17B | May 2000 | SMOX vs IJH |
Best Risk-Adjusted Alternatives to SMOX
Among 74 ETFs in the Mid Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Optimize Strategy Index ETF | 92 | 239.89M | Apr 2024 | SMOX vs OPTZ | |
| Invesco S&P Spin-Off ETF | 88 | 193.13M | Dec 2006 | SMOX vs CSD | |
| Pacer US Export Leaders ETF | 87 | 51.69M | Jul 2018 | SMOX vs PEXL | |
| Counterpoint Quantitative Equity ETF | 77 | 319.02M | Nov 2023 | SMOX vs CPAI | |
| Tema American Reshoring ETF | 73 | 274.07M | May 2023 | SMOX vs RSHO |
Top Performing SMOX Alternatives (YTD)
SMOX is at 17.11% YTD. There are 13 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 39.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 39.67% | 193.13M | Dec 2006 | SMOX vs CSD | |
| Tema American Reshoring ETF | 33.69% | 274.07M | May 2023 | SMOX vs RSHO | |
| Optimize Strategy Index ETF | 31.51% | 239.89M | Apr 2024 | SMOX vs OPTZ | |
| Castellan Targeted Equity ETF | 29.35% | — | Jun 2025 | SMOX vs CTEF | |
| Counterpoint Quantitative Equity ETF | 27.41% | 319.02M | Nov 2023 | SMOX vs CPAI |
Lowest Volatility Alternatives to SMOX
SMOX has 15.55% 1-year volatility. There are 48 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.80% | 421.80M | Feb 2018 | SMOX vs VFMV | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 9.50% | 185.97M | May 2020 | SMOX vs SIXL | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.75% | 101.26M | May 2003 | SMOX vs BMVP | |
| Invesco Dynamic Market ETF | 9.75% | 95.10M | May 2003 | SMOX vs PWC | |
| WisdomTree US Multifactor Fund | 10.79% | 352.83M | Jun 2017 | SMOX vs USMF |
Lowest Drawdown Alternatives to SMOX
Among 74 ETFs in the Mid Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -6.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 421.80M | Feb 2018 | SMOX vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 3.96M | Feb 2022 | SMOX vs FLDZ | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | SMOX vs SRHQ | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 101.26M | May 2003 | SMOX vs BMVP | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | SMOX vs PWC |
Other ETFs from Horizon
The 10 most viewed Horizon ETFs shown here include MEDX, BCDF, SPAQ and span 10 categories. AUM among these funds goes as high as $411M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Horizon Kinetics Medical ETF | Health & Biotech Equities | 50 | 0.84% | 18.68M | Sep 1999 | SMOX vs MEDX | |
| Horizon Kinetics Blockchain Development ETF | Cryptocurrency | 16 | 3.23% | 22.49M | Aug 2022 | SMOX vs BCDF | |
| Horizon Kinetics SPAC Active ETF | Health & Biotech Equities | 20 | 2.81% | 10.01M | Jun 2007 | SMOX vs SPAQ | |
| Horizon Kinetics Energy Remediation ETF | Energy Equities | 70 | 22.17% | 5.82M | Feb 2023 | SMOX vs NVIR | |
| Horizon Landmark ETF | Ultrashort Bond | 98 | 1.47% | 210.01M | Jan 2025 | SMOX vs BENJ | |
| Horizon Kinetics Japan Owner Operator ETF | Japan Equities | 2 | -13.33% | — | May 2025 | SMOX vs JAPN | |
| Horizon Expedition Plus ETF | Derivative Income | 67 | 14.07% | 133.99M | Jan 2025 | SMOX vs HBTA | |
| Horizon NASDAQ-100 Defined Risk ETF | Equity Hedged, Nasdaq-100 | — | 15.09% | 79.22M | Jul 2025 | SMOX vs QGRD | |
| Horizon International Managed Risk ETF | Tactical Allocation | — | 22.26% | 410.55M | Dec 2025 | SMOX vs SFTX | |
| Horizon Managed Risk ETF | Tactical Allocation, Actively Managed | — | 9.84% | — | Jun 2025 | SMOX vs SFTY |
Often Compared With SMOX
Investors most often compare SMOX with FRGN, EPU, DIVN. These 8 comparison targets span 8 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Horizon International Equity ETF | Foreign Large Cap Equities | — | 24.35% | 93.80M | Dec 2025 | SMOX vs FRGN | |
| iShares MSCI Peru ETF | Mid Cap Blend Equities | 71 | 16.05% | 531.07M | Jun 2009 | SMOX vs EPU | |
| Horizon Dividend Income ETF | Large Cap Value Equities, Dividend, Actively Managed | — | 11.87% | — | Jun 2025 | SMOX vs DIVN | |
| Fundstrat Granny Shots US Small- & Mid-Cap ETF | Mid Cap Blend Equities | — | 26.11% | 460.75M | Nov 2025 | SMOX vs GRNJ | |
| Leuthold Select Industries ETF | Mid Cap Blend Equities | 73 | 16.81% | 49.38M | Jan 2025 | SMOX vs LST | |
| Horizon Core Equity ETF | Large Cap Blend Equities, Actively Managed | — | 10.00% | — | Jun 2025 | SMOX vs STOX | |
| Horizon Digital Frontier ETF | Technology Equities | — | 21.63% | 98.39M | Jul 2025 | SMOX vs YNOT | |
| Vanguard U.S. Momentum Factor ETF | Momentum, Mid Cap Blend Equities | 65 | 23.68% | 1.60B | Feb 2018 | SMOX vs VFMO |
Compare SMOX with Any Fund or Stock
Compare SMOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMOX with funds that move differently
Horizon Small/Mid Cap Core Equity ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMOX.
Explore SMOX Diversifiers