SMOX ETF — Horizon Small/Mid Cap Core Equity ETF

Horizon Small/Mid Cap Core Equity ETF (SMOX)

Updated October 16, 2026.

SMOX is an ETF. its trailing-12-month yield is 0.07%, its expense ratio is 0.75%. Dividend Vision Distribution Safety Score™ is 50/100 (Unproven). Total return is 14.3% over the past 0.9 years, 1.5 points ahead of SPY at 12.8%.

Horizon Small/Mid Cap Core Equity ETF is an actively managed ETF that invests primarily in equity securities of U.S. small- and mid-capitalization companies, including common stocks and REITs, with at least 80% of assets allocated to small and mid-cap issuers. The fund carries an expense ratio of 0.75% and has a very modest current distribution rate, with distributions made annually; note that the latest distribution was special or one-time and may not recur. This fund appeals to equity-focused investors seeking exposure to small and mid-cap U.S. companies rather than those primarily seeking regular dividend income.

SMOX performance versus SPY

Price and return data through 2026-10-16.

Total return is 14.3% over the past 0.9 years, 1.5 points ahead of SPY at 12.8%. Its deepest 1-year drawdown was 8.5%.

SMOX key facts

Distribution Safety Score™

50 · Unproven

Issuer

Horizon Investments

Asset type

ETF

Asset class

Equity

Inception date

12/02/2025

Expense ratio

0.75%

Distribution frequency

Annual

Trailing yield

0.07%

Last close

$28.62 (as of 2026-10-16)

AUM

$147,896,865

Average volume

15100.0

Dividend

$0.02

Ex-dividend date

12/24/2025

Payment date

12/26/2025

Beta

0.8841

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield (0.07%) is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: Horizon Investments; prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

SMOX risks and drawbacks

Payments are annual, so cash flow is lumpy versus a monthly fund. The deepest 1-year drawdown on record here is 8.5%.

Who may consider SMOX — and who may not

It is a weaker fit for investors who need monthly cash flow (SMOX pays annual). This is educational context, not a recommendation to buy or sell.

More on SMOX

• All tickers starting with S

Tagged: Mid Cap.

Frequently asked questions

More securities from Horizon Investments.