Compare with Horizon Small/Mid Cap Core Equity ETF
Key stats
Fund info
Home page
Inception date
Dec 2, 2025
Structure
Open-Ended Fund
Replication method
Synthetic
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Horizon Investments LLC
Distributor
Quasar Distributors LLC
ISIN
US44053A4812
CUSIP
44053A481
FIGI
BBG01YRX5XC1
Identifiers
ISIN US44053A4812
SMOX seeks capital appreciation by investing in mid- and small-cap US stocks and employing tactical options strategies. Security selection is based on economic, quantitative, and fundamental analysis, with targeted exposures to factors such as growth, value, momentum, quality, size, and volatility. The strategy aims to maximize expected return for a given level of risk. The fund employs FLEX options, including put spreads on broad-based indices or ETFs, to generate income while limiting losses through protective long puts. However, this approach can increase volatility. SMOX may also utilize single-stock options, covered calls, cash-secured puts, spreads, straddles, collars, and naked options. While the options strategy may outperform in stable or rising markets due to net premium gains, it may lag in downturns with losses capped below the purchased puts strike price. Options transactions are not limited in number or size, and the fund may engage in frequent trading.
Classification
What's in the fund
Exposure type
Finance
Electronic Technology
Producer Manufacturing
Breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
Oscillators
Neutral
Summary
Neutral
Summary
Neutral
Summary
Neutral
Moving Averages
Neutral
Moving Averages
Neutral
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently asked questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
SMOX trades at 28.99 USD today, its price has fallen −1.73% in the past 24 hours. Track more dynamics on SMOX price chart.
SMOX net asset value is 28.95 today — it's fallen 3.89% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
SMOX assets under management is 153.54 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
SMOX price has fallen by −3.88% over the last month, and its yearly performance shows a 15.09% increase. See more dynamics on SMOX price chart.
NAV returns, another gauge of an ETF dynamics, have risen by −3.89% over the last month, have fallen by −3.89% over the last month, showed a −3.56% decrease in three-month performance and has increased by 15.06% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by −3.89% over the last month, have fallen by −3.89% over the last month, showed a −3.56% decrease in three-month performance and has increased by 15.06% in a year.
SMOX fund flows account for 145.89 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
SMOX invests in stocks. See more details in our Profile section.
SMOX expense ratio is 0.75%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, SMOX isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, SMOX technical analysis shows the sell rating and its 1-week rating is sell. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SMOX shows the buy signal. See more of SMOX technicals for a more comprehensive analysis.
Today, SMOX technical analysis shows the sell rating and its 1-week rating is sell. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SMOX shows the buy signal. See more of SMOX technicals for a more comprehensive analysis.
Yes, SMOX pays dividends to its holders with the dividend yield of 0.07%.
SMOX trades at a premium (0.14%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
SMOX shares are issued by Horizon Investments LLC
SMOX follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Dec 2, 2025.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.