Screener
STOX vs EPSB
Horizon Core Equity ETF vs Harbor SMID Cap Core ETF
Key differences
- STOX costs 0.18% less per year.
- STOX is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
- STOX is classified as alternative, while EPSB is equity — different risk/return profiles.
- STOX follows a option income strategy; EPSB uses index tracking.
Side-by-side comparison
| STOX | EPSB | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.88% |
| Fund size (AUM) | $132M | $5M |
| Since | 2025 | 2025 |
| Dividend yield | — | — |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +30.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 14.98% |
| Max drawdown | -9.33% | -8.46% |
Similar to STOX and EPSB
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