SMOX vs VOO

SMOX vs VOO
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricSMOXVOOWinner
Expense Ratio0.75%0.03%
AUM$124M$997.4B
Dividend Yield0.07%1.08%
Holdings289509
YTD Return+19.87%+13.49%
1Y Return-+20.64%
3Y Return (annualized)-+21.93%
5Y Return (annualized)-+12.95%
Volatility (annualized)-14.1%
Max Drawdown-7.8%-34.3%
Fund FamilyHorizon FundsVanguard (US)
CategoryEquityEquity
InceptionDec 2, 2025Sep 7, 2010

SMOX vs VOO Performance

Horizon Small/Mid Cap Core Equity ETF (SMOX) is a ETF from Horizon Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, SMOX is up 19.87% versus a gain of 13.49% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.8% for SMOX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 1.08% for VOO.

Holdings Overlap

0.2%overlap

SMOX and VOO share 2 holdings out of 788 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SMOXWeight in VOODifference
COHR1.62%0.12%1.50%
CASY1.33%0.05%1.28%

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. On a $10,000 investment, that is $72 per year of difference.

What is the holdings overlap between SMOX and VOO?

SMOX and VOO share 2 common holdings with a 0.2% weight overlap. Combined, they hold 788 unique securities.

Which pays a higher dividend, SMOX or VOO?

SMOX yields 0.07% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free