SMOX vs VYM
SMOX vs VYM
Horizon Small/Mid Cap Core Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SMOX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $79M | $79.0B | |
| Dividend Yield | 0.07% | 2.86% | |
| Holdings | 290 | 568 | |
| YTD Return | +20.78% | +15.57% | |
| 1Y Return | - | +25.99% | |
| 3Y Return (annualized) | - | +18.02% | |
| 5Y Return (annualized) | - | +12.71% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -7.8% | -58.8% | |
| Fund Family | Horizon Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 2, 2025 | Nov 10, 2006 |
SMOX vs VYM Performance
Horizon Small/Mid Cap Core Equity ETF (SMOX) is a ETF from Horizon Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, SMOX is up 20.78% versus a gain of 15.57% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.8% for SMOX and -58.8% for VYM. 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 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 2.86% for VYM.
Holdings Overlap
SMOX and VYM share 82 holdings out of 761 unique holdings combined, representing a 2.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SMOX | Weight in VYM | Difference |
|---|---|---|---|
| NVT:LN | 1.07% | 0.08% | 0.99% |
| BWA | 0.84% | 0.05% | 0.79% |
| RS | 0.78% | 0.07% | 0.71% |
| PR | Pro | Pro | Pro |
| RGA | Pro | Pro | Pro |
| EWBC | Pro | Pro | Pro |
| OVV | Pro | Pro | Pro |
| DINO | Pro | Pro | Pro |
| FCFS | Pro | Pro | Pro |
| TTC | Pro | Pro | Pro |
See all 10 holdings SMOX shares with VYM 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, SMOX or VYM?
SMOX has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
What is the holdings overlap between SMOX and VYM?
SMOX and VYM share 82 common holdings with a 2.5% weight overlap. Combined, they hold 761 unique securities.
Which pays a higher dividend, SMOX or VYM?
SMOX yields 0.07% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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