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