SCHD vs SMOX
SCHD vs SMOX
Schwab US Dividend Equity ETF vs Horizon Small/Mid Cap Core Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SMOX offers more diversification with 285 holdings.
Side-by-Side Comparison
| Metric | SCHD | SMOX | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.75% | |
| AUM | $103.7B | $79M | |
| Dividend Yield | 3.31% | 0.07% | |
| Holdings | 104 | 290 | |
| YTD Return | +24.26% | +21.26% | |
| 1Y Return | +31.38% | - | |
| 3Y Return (annualized) | +15.08% | - | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -7.8% | |
| Fund Family | Charles Schwab Asset Management | Horizon Funds | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Dec 2, 2025 |
SCHD vs SMOX Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Horizon Small/Mid Cap Core Equity ETF (SMOX) is a ETF from Horizon Funds. Year to date, SCHD is up 24.26% versus a gain of 21.26% for SMOX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -7.8% for SMOX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while SMOX charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.07% for SMOX.
Holdings Overlap
SCHD and SMOX share 8 holdings out of 377 unique holdings combined, representing a 1.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in SMOX | Difference |
|---|---|---|---|
| EWBC | 0.47% | 0.59% | 0.12% |
| DINO | 0.36% | 0.54% | 0.18% |
| AFG | 0.25% | 0.45% | 0.20% |
| ALV | Pro | Pro | Pro |
| FHI | Pro | Pro | Pro |
| KFY | Pro | Pro | Pro |
| BKE | Pro | Pro | Pro |
| LANC | Pro | Pro | Pro |
See all 8 holdings SCHD shares with SMOX Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SCHD or SMOX?
SCHD has an expense ratio of 0.06% while SMOX charges 0.75%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
What is the holdings overlap between SCHD and SMOX?
SCHD and SMOX share 8 common holdings with a 1.6% weight overlap. Combined, they hold 377 unique securities.
Which pays a higher dividend, SCHD or SMOX?
SCHD yields 3.31% while SMOX yields 0.07%, so SCHD currently pays the higher dividend yield.
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