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SMOX vs EPMV
Horizon Small/Mid Cap Core Equity ETF vs Harbor Mid Cap Value 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.
- SMOX follows a active selection strategy; EPMV uses index tracking.
Side-by-side comparison
| SMOX | EPMV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.88% |
| Fund size (AUM) | $59M | $4M |
| Since | 2025 | 2025 |
| Dividend yield | — | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +30.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 15.11% |
| Max drawdown | -7.75% | -8.78% |
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