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 70 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.07B | Nov 2005 | SMOX vs SPMD | |
| Vanguard Mid-Cap ETF | 0.03% | 218.80B | Jan 2004 | SMOX vs VO | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.81B | Jun 2004 | SMOX vs IMCB | |
| Schwab US Mid-Cap ETF | 0.04% | 14.96B | Jan 2011 | SMOX vs SCHM | |
| iShares Core S&P Mid-Cap ETF | 0.05% | 124.01B | May 2000 | SMOX vs IJH |
Best Risk-Adjusted Alternatives to SMOX
Among 75 ETFs in the Mid Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Castellan Targeted Equity ETF | 94 | — | Jun 2025 | SMOX vs CTEF | |
| Invesco S&P Spin-Off ETF | 92 | 214.80M | Dec 2006 | SMOX vs CSD | |
| Optimize Strategy Index ETF | 92 | 239.89M | Apr 2024 | SMOX vs OPTZ | |
| Pacer US Export Leaders ETF | 79 | 51.51M | Jul 2018 | SMOX vs PEXL | |
| Fidelity Fundamental Small-Mid Cap ETF | 78 | 1.28B | Feb 2021 | SMOX vs FFSM |
Top Performing SMOX Alternatives (YTD)
SMOX is at 19.91% YTD. There are 9 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 45.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 45.22% | 214.80M | Dec 2006 | SMOX vs CSD | |
| Castellan Targeted Equity ETF | 36.84% | — | Jun 2025 | SMOX vs CTEF | |
| Optimize Strategy Index ETF | 32.22% | 239.89M | Apr 2024 | SMOX vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 25.76% | 337.34M | Nov 2023 | SMOX vs CPAI | |
| Vanguard U.S. Momentum Factor ETF | 25.32% | 1.70B | Feb 2018 | SMOX vs VFMO |
Lowest Volatility Alternatives to SMOX
SMOX has 15.45% 1-year volatility. There are 42 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.84% | 426.50M | Feb 2018 | SMOX vs VFMV | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.80% | 99.32M | May 2003 | SMOX vs BMVP | |
| Invesco Dynamic Market ETF | 9.80% | 95.10M | May 2003 | SMOX vs PWC | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 9.96% | 185.97M | May 2020 | SMOX vs SIXL | |
| Indexperts Quality Earnings Focused ETF | 11.08% | 34.97M | Dec 2024 | SMOX vs QIDX |
Lowest Drawdown Alternatives to SMOX
Among 75 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% | 426.50M | Feb 2018 | SMOX vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 4.01M | 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% | 99.32M | 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 BCDF, MEDX, NVIR 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 Blockchain Development ETF | Cryptocurrency | 9 | -1.60% | 22.14M | Aug 2022 | SMOX vs BCDF | |
| Horizon Kinetics Medical ETF | Health & Biotech Equities | 63 | 5.85% | 17.61M | Sep 1999 | SMOX vs MEDX | |
| Horizon Kinetics Energy Remediation ETF | Energy Equities | 51 | 14.70% | 5.65M | Feb 2023 | SMOX vs NVIR | |
| Horizon Kinetics SPAC Active ETF | Health & Biotech Equities | 18 | 3.29% | 10.10M | Jun 2007 | SMOX vs SPAQ | |
| Horizon Landmark ETF | Ultrashort Bond | 98 | 1.67% | 210.01M | Jan 2025 | SMOX vs BENJ | |
| Horizon Kinetics Japan Owner Operator ETF | Japan Equities | 2 | -13.42% | — | May 2025 | SMOX vs JAPN | |
| Horizon International Managed Risk ETF | Tactical Allocation | — | 18.83% | 410.55M | Dec 2025 | SMOX vs SFTX | |
| Horizon Expedition Plus ETF | Derivative Income | 54 | 9.30% | 133.99M | Jan 2025 | SMOX vs HBTA | |
| Horizon NASDAQ-100 Defined Risk ETF | Equity Hedged, Nasdaq-100 | — | 10.89% | 79.22M | Jul 2025 | SMOX vs QGRD | |
| Horizon Digital Frontier ETF | Technology Equities | — | 12.57% | 98.39M | Jul 2025 | SMOX vs YNOT |
Often Compared With SMOX
Investors most often compare SMOX with FRGN, EPU, DIVN. These 12 comparison targets span 10 categories, based on PortfoliosLab usage data.
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