IVV vs SMOX
iShares Core S&P 500 ETF vs Horizon Small/Mid Cap Core Equity ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SMOX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $907.0B | $124M | |
| Dividend Yield | 1.10% | 0.07% | |
| Holdings | 508 | 289 | |
| YTD Return | +12.28% | +19.05% | |
| 1Y Return | +20.94% | - | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -7.8% | |
| Fund Family | iShares by BlackRock (US) | Horizon Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 2, 2025 |
IVV vs SMOX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Horizon Small/Mid Cap Core Equity ETF (SMOX) is a ETF from Horizon Funds. Year to date, IVV is up 12.28% versus a gain of 19.05% for SMOX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -7.8% for SMOX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while SMOX charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.07% for SMOX.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or SMOX?
IVV has an expense ratio of 0.03% while SMOX charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
What is the holdings overlap between IVV and SMOX?
IVV and SMOX share 2 common holdings with a 0.1% weight overlap. Combined, they hold 788 unique securities.
Which pays a higher dividend, IVV or SMOX?
IVV yields 1.10% while SMOX yields 0.07%, so IVV currently pays the higher dividend yield.
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