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SMOX vs CGMM

Horizon Small/Mid Cap Core Equity ETF vs Capital Group U.S. Small and Mid Cap ETF

SMOX

Horizon Small/Mid Cap Core Equity ETF

Annual cost

0.75%

Fund size

$59M

CGMM

Capital Group U.S. Small and Mid Cap ETF

Annual cost

0.51%

Fund size

$2.5B

Key differences

  • CGMM costs 0.24% less per year.
  • CGMM is significantly larger than SMOX — larger funds tend to be more liquid and less likely to close.
  • SMOX follows a active selection strategy; CGMM uses index tracking.

Side-by-side comparison

SMOXCGMM
Annual cost (TER)0.75%0.51%
Fund size (AUM)$59M$2.5B
Since20252025
Dividend yield0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+24.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.77%
Max drawdown-7.75%-21.04%

Similar to SMOX and CGMM