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SMOX vs EPSB

Horizon Small/Mid Cap Core Equity ETF vs Harbor SMID Cap Core ETF

SMOX

Horizon Small/Mid Cap Core Equity ETF

Annual cost

0.75%

Fund size

$59M

EPSB

Harbor SMID Cap Core ETF

Annual cost

0.88%

Fund size

$5M

Key differences

  • SMOX costs 0.13% less per year.
  • SMOX is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
  • SMOX follows a active selection strategy; EPSB uses index tracking.

Side-by-side comparison

SMOXEPSB
Annual cost (TER)0.75%0.88%
Fund size (AUM)$59M$5M
Since20252025
Dividend yield
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+30.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.98%
Max drawdown-7.75%-8.46%

Similar to SMOX and EPSB