SMOX vs VTI
Horizon Small/Mid Cap Core Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | SMOX | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $124M | $666.9B | |
| Dividend Yield | 0.07% | 1.07% | |
| Holdings | 289 | 3,543 | |
| YTD Return | +19.87% | +13.86% | |
| 1Y Return | - | +20.74% | |
| 3Y Return (annualized) | - | +21.66% | |
| 5Y Return (annualized) | - | +11.90% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -7.8% | -56.6% | |
| Fund Family | Horizon Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 2, 2025 | May 24, 2001 |
SMOX vs VTI Performance
Horizon Small/Mid Cap Core Equity ETF (SMOX) is a ETF from Horizon Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, SMOX is up 19.87% versus a gain of 13.86% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.8% for SMOX and -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
SMOX and VTI share 204 holdings out of 2868 unique holdings combined, representing a 2.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SMOX or VTI?
SMOX has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
What is the holdings overlap between SMOX and VTI?
SMOX and VTI share 204 common holdings with a 2.0% weight overlap. Combined, they hold 2868 unique securities.
Which pays a higher dividend, SMOX or VTI?
SMOX yields 0.07% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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