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EPMV vs SMOX
Harbor Mid Cap Value ETF vs Horizon Small/Mid Cap Core Equity ETF
Key differences
- SMOX costs 0.13% less per year.
- SMOX is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
- EPMV follows a index tracking strategy; SMOX uses active selection.
Side-by-side comparison
| EPMV | SMOX | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.75% |
| Fund size (AUM) | $4M | $59M |
| Since | 2025 | 2025 |
| Dividend yield | — | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +30.1% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 15.11% | — |
| Max drawdown | -8.78% | -7.75% |
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