SMOX vs VYM
Horizon Small/Mid Cap Core Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, SMOX or VYM?
Mid Cap Blend against Large Cap Value.
VYM has a lower expense ratio. SMOX is less concentrated, with 10.8% of the fund in its ten largest positions against 26.1%.
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
| Metric | SMOX | VYM |
|---|---|---|
| Expense Ratio | 0.75% | 0.04%Best |
| AUM | $140M | $81.6B |
| Dividend Yield | 0.07% | 2.22% |
| Holdings | 289 | 613 |
| YTD Return | +14.04%Best | +11.71% |
| 1Y Return | - | +16.24% |
| 3Y Return (annualized) | - | +17.24% |
| 5Y Return (annualized) | - | +11.86% |
| Top 10 Weight | 10.8%Best | 26.1% |
| Fund Family | Horizon Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Dec 2, 2025 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
SMOX vs VYM 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 VYM Performance
Horizon Small/Mid Cap Core Equity ETF (SMOX) is an ETF from Horizon Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, SMOX is up 14.04% versus a gain of 11.71% for VYM.
Past performance does not guarantee future results.
Fees and Cost Over Time
SMOX charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, SMOX currently yields 0.07% against 2.22% for VYM.
Holdings Overlap
31.0% of SMOX's money is in holdings VYM also owns. 2.9% of VYM's money is in holdings SMOX also owns.
The two portfolios partly overlap.
95 positions in common, counted across the 283 positions we hold weights for in SMOX and 557 in VYM, against full books of 289 and 613.
What only one of them owns
Our book lists 434 positions for VYM that do not appear in our book for SMOX (94.2% of the fund), and 180 for SMOX that do not appear in VYM (65.3%).
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.
Top Shared Holdings
| Stock | Weight in SMOX | Weight in VYM | Difference |
|---|---|---|---|
| RSReliance Steel & Aluminum Co. | 1.05% | 0.08% | 0.97% |
| DINOHF Sinclair Corp | 0.87% | 0.06% | 0.81% |
| EWBCEast West Bancorp, Inc. | 0.86% | 0.07% | 0.79% |
| OVVOvintiv Inc. | 0.86% | 0.07% | 0.79% |
| PRPermian Resource | 0.83% | 0.07% | 0.76% |
| RGAReinsurance Group of America, Incorporated | 0.77% | 0.06% | 0.71% |
| BWABorgWarner Inc | 0.71% | 0.05% | 0.66% |
| SEICSei Investments Co. | 0.60% | 0.04% | 0.56% |
| AFGAmerican Financial Group Inc/Oh | 0.53% | 0.04% | 0.49% |
| UMBFUmb Financial Corp. | 0.51% | 0.04% | 0.47% |
31.0% of SMOX is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SMOX or VYM?
SMOX has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.
What is the holdings overlap between SMOX and VYM?
31.0% of SMOX's money is in holdings VYM also owns. 2.9% of VYM's is in holdings SMOX also owns. They hold 95 positions in common, counted across the 283 positions we hold weights for in SMOX and 557 in VYM.
Which pays a higher dividend, SMOX or VYM?
SMOX yields 0.07% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than SMOX?
VYM has a lower expense ratio. SMOX is less concentrated, with 10.8% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.