SMOX - ETF AI Analysis
Top Page
Horizon Small/Mid Cap Core Equity ETF (SMOX)
SMOX vs. SPDR S&P 500 ETF (SPY)
- AUM
- 159.65M
- Region
- North America
- Expense Ratio
- 0.75%
- Beta
- 0.60
- Issuer
- Horizons
- Inception Date
- Dec 02, 2025
- Dividend Yield
- 0.07%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
SMOX Summary
Horizon Small/Mid Cap Core Equity ETF (SMOX) is an actively managed fund that focuses on smaller and mid-sized U.S. companies, rather than tracking a specific index. It spreads investments across many sectors, including technology, industrials, health care, and more. Well-known holdings include Twilio and Roku, along with a range of other growing businesses that are not usually the biggest names in the market. Someone might invest in SMOX to seek long-term growth and diversify beyond large, well-known companies. However, small and mid-cap stocks can be more volatile, so the ETF’s value can go up and down more sharply with the market.
How much will it cost me?
The Horizon Small/Mid Cap Core Equity ETF (SMOX) has an expense ratio of 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, meaning professional managers make investment decisions rather than simply tracking an index.
What would affect this ETF?
The Horizon Small/Mid Cap Core Equity ETF (SMOX) could benefit from a strong U.S. economy, as small and mid-cap companies often thrive during periods of economic growth and innovation, particularly in sectors like technology and industrials, which have significant weight in the fund. However, rising interest rates or economic slowdowns could negatively impact these smaller companies, as they may face higher borrowing costs and reduced consumer spending. Additionally, sector-specific challenges, such as regulatory changes in healthcare or volatility in energy prices, could also affect the ETF's performance.
SMOX Top 10 Holdings
SMOX is leaning into U.S. small and mid-cap growth stories, with a noticeable tilt toward tech and industrial names. Okta and Twilio have been rising stars, helping drive returns as demand for cloud and security solutions stays strong. HF Sinclair has also been climbing, giving the fund an energy boost. On the flip side, ATI and Tenet Healthcare have seen more mixed, recently lagging action, occasionally acting like sandbags on performance. Overall, the fund is broadly diversified across sectors but still draws much of its punch from a handful of nimble, U.S.-focused innovators.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 OKTA | Okta | 1.30% | $2.03M | $38.79B | 153.12% | 75Outperform |
 SNX | TD SYNNEX Corporation | 1.32% | $2.06M | $20.35B | 63.85% | 73Outperform |
 UTHR | United Therapeutics | 1.21% | $1.89M | $25.46B | 30.36% | 79Outperform |
 RS | Reliance Steel | 1.20% | $1.87M | $22.40B | 55.80% | 74Outperform |
 THC | Tenet Healthcare | 1.15% | $1.80M | $21.79B | 29.37% | 74Outperform |
 FTI | TechnipFMC | 1.04% | $1.61M | $26.26B | 63.13% | 80Outperform |
 ATI | ATI | 1.02% | $1.59M | $23.83B | 69.90% | 78Outperform |
 ROKU | Roku | 0.99% | $1.55M | $23.22B | 58.53% | 65Neutral |
 DINO | HF Sinclair Corporation | 0.98% | $1.52M | $19.17B | 107.36% | 68Neutral |
 TSE:OVV | Ovintiv | ― | ― | ― | ― | 60Neutral |
SMOX Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SMOX, the sentiment is Positive. The current price of 29.42 is above the 20-day moving average (MA) of 29.00, above the 50-day MA of 29.35, and above the 200-day MA of 28.81, indicating a bullish trend. The MACD of -0.09 indicates Negative momentum. The RSI at 57.27 is Neutral, neither overbought nor oversold. The STOCH value of 66.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SMOX.
SMOX Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SMOX | $29.42 | $32.00(8.77% Upside) | $159.65M | 0.75% | 72Outperform |
 RSMC | $27.79 | $35.12(26.35% Upside) | $724.47M | 0.75% | 69Neutral |
 MSSM | $58.85 | $72.98(24.00% Upside) | $700.63M | 0.62% | 64Neutral |
 GRNJ | $27.21 | $40.83(50.04% Upside) | $465.54M | 0.75% | 69Neutral |
 ASCE | $33.08 | $42.41(28.21% Upside) | $337.49M | 0.38% | 71Outperform |
 SMIZ | $41.77 | $50.39(20.63% Upside) | $278.57M | 0.55% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SMOX | Horizon Small/Mid Cap Core Equity ETF | 29.42 | 4.38 | 17.49% | |
| RSMC | Rockefeller U.S. Small-Mid Cap ETF | 27.79 | 2.29 | 8.99% | |
| MSSM | Morgan Stanley Pathway Small-Mid Cap Equity ETF | 58.85 | 9.12 | 18.33% | |
| GRNJ | Fundstrat Granny Shots US Small- & Mid-Cap ETF | 27.21 | 2.91 | 11.98% | |
| ASCE | Allspring SMID Core ETF | 33.08 | 7.04 | 27.06% | |
| SMIZ | Zacks Small/Mid Cap ETF | 41.77 | 4.62 | 12.42% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.