Screener
SMLL vs STOX
Harbor Active Small Cap ETF vs Horizon Core Equity ETF
Key differences
- STOX costs 0.10% less per year.
- STOX is significantly larger than SMLL — larger funds tend to be more liquid and less likely to close.
- SMLL is classified as equity, while STOX is alternative — different risk/return profiles.
- SMLL follows a active selection strategy; STOX uses option income.
Side-by-side comparison
| SMLL | STOX | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.70% |
| Fund size (AUM) | $14M | $132M |
| Since | 2024 | 2025 |
| Dividend yield | 2.30% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +0.6% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 17.35% | — |
| Max drawdown | -23.55% | -9.33% |
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