SMOX vs VOO

SMOX vs VOO

Which is better, SMOX or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. SMOX is less concentrated, with 10.8% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOLess Concentrated: SMOX

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSMOXVOO
Expense Ratio0.75%0.03%Best
AUM$140M$997.4B
Dividend Yield0.07%1.04%
Holdings289509
YTD Return+14.04%Best+11.01%
1Y Return-+15.60%
3Y Return (annualized)-+20.82%
5Y Return (annualized)-+12.60%
Top 10 Weight10.8%Best37.6%
Fund FamilyHorizon FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionDec 2, 2025Sep 7, 2010

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

SMOX vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SMOX vs VOO Performance

Horizon Small/Mid Cap Core Equity ETF (SMOX) is an ETF from Horizon Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, SMOX is up 14.04% versus a gain of 11.01% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

SMOX charges 0.75% per year while VOO charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, SMOX currently yields 0.07% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 283 holdings in SMOX and 494 in VOO, totalling 99.8% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 283 positions we hold weights for in SMOX and 494 in VOO, against full books of 289 and 509.

What only one of them owns

Our book lists 487 positions for VOO that do not appear in our book for SMOX (99.2% of the fund), and 274 for SMOX that do not appear in VOO (96.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of SMOX and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SMOXVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SMOX or VOO?

SMOX has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option, by $72 a year on a $10,000 investment.

Which pays a higher dividend, SMOX or VOO?

SMOX yields 0.07% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than SMOX?

VOO has a lower expense ratio. SMOX is less concentrated, with 10.8% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.