Horizon FundsUS Stock StylesMid Cap#227 of 702 by YTD

Horizon Small/Mid Cap Core Equity ETFSMOX

S&P 500 Bucket avg Compare

$29.00+3.5%

+$0.98 · Nov 9 close

Buy

AUM: $158M
Fee: 0.75%
Yield: 0.1%

Bumpy · 1Y: 1.1×S&P
Volume: 18K
NAV: $28.03

What's insideAll 287 →

THC 1.3%UTHR 1.2%RS 1.2%SNX 1.2%

52-week range9% below the high

$25.06$31.72

Returns	Today	1W	1M	3M	YTD	1Y	3Y	5Y	Max
Total return	+3.5%	0.0%	−0.5%	−5.8%	+15.3%	—	—	—	+15.3%
Peer average	+2.9%	+0.3%	+1.0%	−3.1%	+13.2%	+16.9%	+62.6%	+40.9%	—
S&P 500 · VOO	+2.3%	+0.1%	−3.3%	−2.1%	+11.3%	+13.6%	+81.6%	+75.4%	—

SMOX in One Breath

SMOX Among Mid Cap ETFs

YTD

#1RNINBushido+39.1%$209M

#2EPSVHarbor+24.2%$5.7M

#3ISMDInspire+24.1%$325M

#4IWSiShares+23.5%$14.8B

#5IMCViShares+22.5%$1.3B

#6VOEVanguard+20.9%$22.8B

#7CVMCEaton Vance+20.7%$116M

#8ABCSAlpha Blue Capital+20.5%$13.2M

#38SMOXHorizon Funds+15.3%$158M

End-of-day Nov 9, 2026 · 94 Mid cap ETFs by YTD

$10,000 in SMOX

$10,000 in SMOX became

$11,526

In the S&P 500 (VOO)

$11,121

Total return, dividends in · Dec 4, 2025 – Nov 9, 2026 · S&P 500 uses VOO

SMOX’s Top Holdings

Today

THCTenet Healthcare1.3%UTHR1.2%RS1.2%SNX1.2%ATI1.1%OKTA1.0%FTI1.0%NBIX0.9%EWBC0.9%DINO0.9%OVV0.9%RGA0.9%TOL0.8%PR0.8%WWD0.8%PFGC0.8%MTSI0.8%MLI0.8%RBC0.8%CLH0.8%RNR0.8%EHC0.7%

THCTenet Healthcare1.3%UTHR1.2%RS1.2%SNX1.2%ATI1.1%OKTA1.0%FTI1.0%NBIX0.9%EWBC0.9%DINO0.9%OVV0.9%RGA0.9%

IndustrialsFinancial ServicesTechnologyConsumer CyclicalHealthcareOther

Horizon Funds SMOX · 289 holdings · top 22 shown · tile size = share of the fund · as of Nov 9, 2026

What SMOX Holds

Today

Industrials20.5%

ATI 1.1 · WWD · MLI · RBC · CLH · CW · NVT

Financial Services17.7%

EWBC · RGA · RNR · SEIC · WTFC · UMBF · ZION

Technology12.4%

SNX 1.2 · OKTA 1.0 · MTSI · CART · NTNX · LFUS · DT

Consumer Cyclical11.5%

TOL · MUSA · FIVE · VSXY · CCK · TXRH · LTH

Healthcare10.6%

THC 1.3 · UTHR 1.2 · NBIX · EHC · BTSG · JAZZ · EXEL

Real Estate7.9%

JLL · OHI · AMH · GLPI · BRX · CUBE · RHP

Energy7.7%

FTI · DINO · OVV · PR · AR · AM

Horizon Funds SMOX · share of the fund by sector · as of Nov 9, 2026

Tenet’s Share of SMOX

Today

1.3%

$13 of every $1,000 in SMOX is Tenet

Tenet held by SMOX

$2.0M

Most Tenet per dollar

CTEF5.8%

BASV4.2%

PTH4.1%

FEMD3.2%

Horizon Funds SMOX · each square = $10 of $1,000 · as of Nov 9, 2026

SMOX’s Share of Mid Cap ETFs

Today

0.0%

of the $515B in 108 Mid cap ETFs

SMOX$158M0.0%

IJH$121B23.6%

VO$103B20.1%

105 others$290B56.3%

Mid cap ETF AUM · Nov 9, 2026

SMOX Fee per $100 vs Peers

Today

$0.75a year
per $100

$75 a year on $10,000

VO$0.03

IJH$0.05

VOE$0.05

IWR$0.18

MDY$0.23

SMOX$0.75

Expense ratio · Mid cap peers · Nov 9, 2026

Inside SMOX

289 holdings · as of Nov 9, 2026

SMOX

Horizon Small/Mid Cap Core Equity ETF

Today

#	Ticker	Company	Weight ▼
1	THC	Tenet Healthcare	1.26%
2	UTHR	United Therapeutics	1.20%
3	RS	Reliance	1.19%
4	SNX	TD Synnex	1.17%
5	ATI	ATI	1.13%
6	OKTA	OKTA	1.02%
7	FTI	TechnipFMC	0.95%
8	NBIX	Neurocrine Biosciences	0.92%
9	EWBC	East West Bancorp	0.92%
10	DINO	HF Sinclair	0.88%

See all 287 holdings ↓

IndustrialsFinancial ServicesTechnologyConsumer CyclicalHealthcareReal EstateEnergyBasic MaterialsConsumer DefensiveCommunication ServicesUtilities

Horizon Funds SMOX · current holdings by weight · as of Nov 9, 2026 · each tile is one holding · top 20 = 18.9%

All SMOX Holdings

287 holdings · as of Nov 9, 2026

SMOX

SMOX’s Holdings

Today

#
1	THCTenet Healthcare	Healthcare	1.26%	$125.96	7,002	$2.0M
2	UTHRUnited Therapeutics	Healthcare	1.20%	$120.29	3,371	$1.9M
3	RSReliance	Basic Materials	1.19%	$119.04	4,496	$1.9M
4	SNXTD Synnex	Technology	1.17%	$116.64	8,399	$1.8M
5	ATIATI	Industrials	1.13%	$112.70	10K	$1.8M
6	OKTAOKTA	Technology	1.02%	$102.39	9,560	$1.6M
7	FTITechnipFMC	Energy	0.95%	$95.50	24K	$1.5M
8	NBIXNeurocrine Biosciences	Healthcare	0.92%	$92.17	8,818	$1.5M
9	EWBCEast West Bancorp	Financial Services	0.92%	$91.98	11K	$1.4M
10	DINOHF Sinclair	Energy	0.88%	$87.80	14K	$1.4M
11	OVVOvintiv	Energy	0.87%	$87.40	23K	$1.4M
12	RGAReinsurance Group of America	Financial Services	0.86%	$86.14	5,180	$1.4M
13	TOLToll Brothers	Consumer Cyclical	0.85%	$84.54	8,728	$1.3M
14	PRPermian Resources	Energy	0.85%	$84.53	61K	$1.3M
15	WWDWoodward	Industrials	0.84%	$83.87	4,163	$1.3M

Horizon Funds SMOX · every reported holding · per $10,000 = dollars of each holding in a $10,000 stake · as of Nov 9, 2026

How It Compares

SMOX

Horizon Small/Mid Cap Core Equity ETF’s Peers

YTD


IJH	iSharesRead Desk	0.05%	+13.6%	+17.5%	$121.4B
VO	VanguardRead Desk	0.03%	+13.6%	+15.6%	$103.4B
IWR	iSharesRead Desk	0.18%	+16.3%	+19.2%	$56.9B
MDY	SPDRRead Desk	0.23%	+13.3%	+17.1%	$25.5B
VOE	VanguardRead Desk	0.05%	+20.9%	+25.5%	$22.8B
SMOX	Horizon FundsThis fundRead Desk	0.75%	+15.3%	new	$158M

Mid cap peers · YTD and past-year returns · as of Nov 10, 2026 · sorted by AUM

Head to Head

Put SMOX head to head with IJH →

IJH vs SMOX

YTD

IJHiShares · Mid capSMOXHorizon Funds · Mid cap

Year to date

+13.6%

+15.3%

SMOX wins+1.7 pts

Past year

+17.5%

[…]

Level

Fee

0.05%

0.75%

IJH winslower fee

Yield

1.2%

0.1%

IJH wins+1.1 pts

AUM

$121B

$158M

IJH771.1× more

2–1IJH wins

iShares IJH and Horizon Funds SMOX · year-to-date · as of Nov 10, 2026 · AUM not scored

SMOX vs VOO

YTD

SMOX · Horizon Small/Mid Cap Core Equity

+15.3%

VOO · S&P 500

+11.3%

Gap

4.0 pts

Horizon Funds SMOX and Vanguard VOO · YTD total return · as of Nov 10, 2026

SMOX vs Its Peer Average

YTD

SMOXAvsBPeer average

1D+3.5%+2.9%

1M−0.5%+1.0%

3M−5.8%−3.1%

YTD+15.3%+13.2%

1Y[…]+16.9%

3Y[…]+62.6%

5Y[…]+40.9%

2–2level

107 Mid cap peers · each row scaled to its leader

How Bumpy Is SMOX?

View

SMOX

How Bumpy

1.1×the S&P 500’s swings

CalmerBumpierS&P 1×SMOX

Calm rank among 7 mid cap funds#4

Other mid cap funds0.8× to 1.4×

Horizon Funds SMOX · daily swings over the past year vs the S&P 500

SMOX

Worst Drop

−10.8%from its Aug 17 high

Still below the high−7.3%

$10,000 at the high is now$9,270

Horizon Funds SMOX · fall from the highest close, past year

SMOX

On a Bad Day

0.9×the S&P 500’s fall

SMOX’s worst day: Thursday, Nov 5

SMOX

−4.6%

S&P 500

−4.4%

Up days55 of every 100

S&P 500 up days51 of every 100

Horizon Funds SMOX · average move on days the S&P 500 fell

SMOX

Return for the Bumps

1Y#6 of 7 mid cap funds

#1VOEVanguard

most for the bumps

#2IWRiShares

#3VOVanguard

#4IJHiShares

#5MDYSPDR

#6SMOXHorizon Funds

#7VOTVanguard

less than cash

Ranked by return above cash for each unit of bumpiness (Sharpe ratio) · cash = 3.4%

SMOX

Cost

Today

$75a year per $10,000

IJH

VOE

VOT

IWR

$18

MDY

$23

SMOX

$75

Expense ratio 0.75%, taken from the fund’s value

SMOX

Volatility & Beta

15.5%annual volatility

S&P 500 volatility13.7%

Downside volatility10.5%

Beta vs SPY0.90

Correlation vs SPY0.79

Beta rank, lowest first, of 7#4

Daily total returns × √252 · past 233 trading days

SMOX

Max Drawdown

−10.8%peak to trough

Peak closeAug 17, 2026

Current drawdown−7.3%

Worst day−4.55% · Nov 5

Closing prices, dividends in

SMOX

Up / Down Capture

92%down capture vs SPY

Down days

92%

Up days

98%

S&P 500

100%

Up ÷ down capture1.07

Up days54.5% (S&P 51.1%)

Average daily move on SPY up days and down days

SMOX

Sharpe & Sortino vs Peers

Fund	Sharpe	Sortino	Volatility	Max DD	Beta	Fee / $10k
VOE	1.93	3.00	11.5%	−6.9%	0.51	$5
IWR	1.07	1.60	14.1%	−8.2%	0.87	$18
VO	0.88	1.28	13.1%	−8.2%	0.81	$3
IJH	0.85	1.26	15.8%	−8.8%	0.94	$5
MDY	0.83	1.23	15.7%	−8.8%	0.93	$23
SMOX	0.76	1.13	15.5%	−10.8%	0.90	$75
VOT	−0.14	−0.19	18.9%	−13.4%	1.23	$5

Sharpe = (return − 3.4% cash) ÷ volatility · Sortino uses downside volatility only

SMOX

Trading

Today

+3.46%above its holdings’ value

Close$29.00

NAV$28.03

Fee per $10,000$75 a year

Avg. volume 30D31K shares

Premium / discount history starts once daily NAV is saved

Close vs net asset value, Nov 9

The Details

SMOX

Fund Facts

Today

2025launched Dec 2

Tracks[…]

Exchange · CUSIPAMEX · 44053A481

StructureETF

Leverage1x

Cost on $10,000$75 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

Horizon Funds SMOX · fund facts · as of Nov 10, 2026

SMOX

Payouts by Year

$0.0200per share, Dec 2025

Distribution yield0.1%

Paid[…]

Latest ex-date · paidDec 24 · Dec 26, 2025

1 payouts added up$0.0200 a share

Horizon Funds SMOX · distributions by ex-date · 2025–2025

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

Official documents are being connected from SEC EDGAR: […]. Read the issuer’s prospectus before investing.

Trading & Liquidity

Net asset value$28.03

Premium / discount[…]

Median spread · 30D[…]

Volume today18K

Average volume · 30D31K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.75%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$75.00

Our risk indicator4/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Dec 24, 2025	Dec 26, 2025	$0.0200

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