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BNDY vs SMOX

Horizon Core Bond ETF vs Horizon Small/Mid Cap Core Equity ETF

BNDY

Horizon Core Bond ETF

Annual cost

0.66%

Fund size

$186M

SMOX

Horizon Small/Mid Cap Core Equity ETF

Annual cost

0.75%

Fund size

$59M

Key differences

  • BNDY costs 0.09% less per year.
  • BNDY is significantly larger than SMOX — larger funds tend to be more liquid and less likely to close.
  • BNDY is classified as alternative, while SMOX is equity — different risk/return profiles.
  • BNDY follows a option income strategy; SMOX uses active selection.

Side-by-side comparison

BNDYSMOX
Annual cost (TER)0.66%0.75%
Fund size (AUM)$186M$59M
Since20252025
Dividend yield
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-3.93%-7.75%

Similar to BNDY and SMOX