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STOXHorizon Core Equity ETF

Get income#1079 of 1640 for Get income

Seeks capital appreciation.

Horizon Investments · Since 2025 (11 months)

Annual Cost

0.70%

#3347 out of 5,332 ETFs

Fund Size

$110M

#2635 out of 5,332 ETFs

Dividend Yield

Track Record

11 months

#4599 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
option income

Asset allocation

Stocks
100.8%

Top holdings

Roundhill Magnificent Seven ETFMAGS6.4%
NVIDIA CorpNVDA6.3%
Apple IncAAPL6.0%
Alphabet Inc Class AGOOGL5.3%
Microsoft CorpMSFT4.6%
Berkshire Hathaway Inc Class BBRK-B2.9%
Broadcom IncAVGO2.7%
Meta Platforms Inc Class AMETA1.9%
Eli Lilly and CoLLY1.9%
Amazon.com IncAMZN1.8%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-9.3%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05