SMOX 주가 전망 및 ETF 분석 - 배당·운용보수·보유종목·NAV·RSI·MACD

SMOX

Horizon Small/Mid Cap Core Equity ETF

7월 28일 3:07 PM ET (한국 7/29 04:07)

$30.25

+0.01 ▲ +0.03%

🌙 7월 28일 7:34 PM ET (한국 7/29 08:34)

$30.21

-0.04 ▼ -0.14%

SMOX ETF is analyzed across 10 metrics including expense ratio, holdings, sector allocation, dividends, RSI, and MACD.

Total Expense Ratio

0.75%

Annual operating cost

Net Assets (AUM)

$78M

약 1069억원

Holdings

289 items

Dividend Yield

0.07%

Management Style

Active

Category ⓘ	US Equities - Dividend & Fundamental	Asset Type ⓘ	Equities (Stocks)	Return% 1Y ⓘ	-	Total Holdings ⓘ	289	Perf Week ⓘ	-0.27%
ETF Type ⓘ	US Equities	Active/Passive ⓘ	Active	Return% 3Y ⓘ	-	AUM ⓘ	$78M	Perf Month ⓘ	-0.4%
Expense ⓘ	0.75%	NAV ⓘ	$30.25	Return% 5Y ⓘ	-	52W High ⓘ	-1.76%	Perf Quarter ⓘ	4.71%
Dividend TTM ⓘ	$0.02 (0.07%)	Div Gr. 3/5Y ⓘ	-	Return% 10Y ⓘ	-	52W Low ⓘ	20.66%	Perf Half Y ⓘ	13.37%
Flows% 1M ⓘ	6.51%	Flows% YTD ⓘ	24.56%	Return% SI ⓘ	33.87%	Volatility(W/M) ⓘ	0.86% 1.04%	Perf YTD ⓘ	20.26%
SMA20 ⓘ	0.25%	SMA50 ⓘ	1.57%	SMA200 ⓘ	8.3%	RSI (14) ⓘ	54.52	Beta ⓘ	-
IPO ⓘ	2025/12/4	Prev Close ⓘ	$30.24	Perf Year ⓘ	-	Avg Volume ⓘ	0.01M	Price ⓘ	$30.25

📊 Horizon Small/Mid Cap Core Equity ETF (SMOX) Investment Analysis

ETF Overview

Horizon Small/Mid Cap Core Equity ETF · US Equities - Dividend & Fundamental

배당 인컴형 — 꾸준한 배당 수익 목적의 배당주 바구니

2025년 상장, 1년 운영 중.

Horizon Small/Mid Cap Core Equity ETF는 자본이득을 추구합니다. 이 ETF는 액티브 운용 ETF로, 주로 미국 소·중형주 기업의 주식 증권(보통주·REIT 포함)에 투자하여 목표를 달성합니다. 정상적인 상황에서 이 ETF는 순자산 가치의 최소 80%를 소·중형주 발행자의 주식 증권에 투자합니다.

📘 SMOX ETF 자세히 알아보기 →

U.S.equitysmall-mid-capmulti-factor

규모: $78M 약 1069억원
운용사: Horizon Kinetics
운용 방식: 액티브 (운용사 재량)
상장일: 2025년

Cost Efficiency

Annual Expense Ratio · Category Rank · Long-Term Cost Impact

Above-average cost — 0.75% annually

Expense ratio is higher than the US Equities - Dividend & Fundamental median. Compare against similar ETFs.

Effective Annual Expense Ratio (Net Expense Ratio)

하위 25%

0.75%

My positionBottom 25%

Low range Average High range

Actual Cost Simulation by Investment Amount

$100.0M

Annual Expense Ratio

$750K

Pay $300K more per year vs. category average

Category Median Annual Cost

$450K

Based on expense ratio of 0.45%

10-Year Cumulative Expense Ratio (Long-term simulation assuming 7% annual market growth)

$13.4M

13.8% of returns you could have earned goes to the fund manager due to fees

💡 Because the expense ratio takes a slice of your assets every year, costs compound over 10 years and result in far greater losses than a simple sum (annual fee × 10). The 7% annual return assumption is based on the S&P 500's long-term average.

Defaults shown against $100K baseline portfolio. Adjust the slider to update the amount in real time.

Cheaper alternatives in the same category

VIG

Vanguard Dividend Appreciation FTF

0.04%

-0.71%p annually

VYM

Vanguard High Dividend Yield Indx ETF

0.04%

-0.71%p annually

DIVB

iShares Core Dividend ETF

0.05%

-0.70%p annually

* A lower fee does not necessarily mean a better ETF. Consider the tracked index, liquidity, and tax treatment as well.

Long-Term Performance

1-year · 3-year · 5-year · 10-year returns · vs. benchmark · drawdown defense

Insufficient return data

This ETF is either too recently listed or does not yet have enough disclosed return data. Please refer to ETFs that have been operating for more than one year.

Risk Profile

Volatility · Beta · Max Drawdown · Sharpe · Drawdown Recovery History

Overall Risk Grade

Low Risk

Less volatile than the market average, making it relatively easy to hold over time.

Average daily range (last 1 month)

평균권

±1.04%

S&P 500 typically ±1.0~1.3% · Bond funds ±0.3% · Leveraged ETFs ±3% or more

Annual volatility trend (past 10 years)

ℹ️ This ETF's average daily price swing. 1% means "on average, moves about ±1% per day." The rolling curve below shows the annualized volatility (long-term standard measure) over time.

Max Drawdown · Past 10 years

-7.8%

Drawdown duration: 1 months

2026-03-02 → 2026-03-20

Recovered in about 19 days

2025-12-04 Worst -5% 2026-07-01

ℹ️ Maximum drawdown is the largest peak-to-trough decline in the past. It represents the worst-case loss a long-term investor must psychologically endure.

Sharpe Ratio (Risk-Adjusted Return)

2.00

Excellent — Strong risk-adjusted returns

ℹ️ Annualized return minus the risk-free rate (3% annualized), divided by annualized volatility. A value above 1.0 is generally considered good risk-adjusted performance.

Dividend Analysis

Yield · Dividend history · After-tax income calculator

Pays dividends, but at a relatively low rate — 0.07% annually

Closer to a blend of growth and dividends.

ℹ️ This ETF is designed for dividend income. Distributions mainly come from dividends paid by its holdings, plus a small amount of interest, making them relatively stable.

배당수익률

0.07%

주당 배당

$0.02

연간 기준

5년 성장률

지급 주기

연배당

12월

📊 총 이력 2025~2025 (1건)

연도별 배당 총액 추이

주당 배당금을 연 단위로 합산한 금액입니다. 막대가 우상향이면 매년 배당이 늘어나고 있다는 뜻입니다.

—

2021

—

2022

—

2023

—

2024

$0.02

2025

$X.XX 그 해 총 배당금 +X% 전년 대비 증가 -X% 감소

최근 배당 이력 총 1건

아래로 스크롤하면 과거 배당 이력을 볼 수 있습니다.

배당락일

주당 금액

지급일

당시 수익률

2025-12-24

$0.020

—

0.08%

* "배당락일"은 배당받으려면 이 날 이전에 주식을 보유해야 하는 기준일입니다. 지급일·당시 수익률은 일부 종목에서 데이터가 없을 수 있습니다.

💰 내가 $100K 투자한다면

연간 배당금 (세후) $56

5년 누적 (세후) $281

* 환율 1 가정, 배당소득세 15% 반영. 5년 누적은 배당 성장률 연 0% 가정.

* Qualified dividend middle-bracket approximation. Actual rate varies by total income.

Overall investment appeal

What this ETF fits best — strengths, weaknesses, and target investor profile

Strengths and weaknesses both present Check the fit below to see whether it matches your investing goal.

🎯 목적별 적합도

내가 이 ETF를 어떤 목적으로 활용할 수 있는지 확인하세요.

🌳

장기 보유

수년 이상 꾸준히 모아갈 때

적합

💵

배당 인컴

매월·분기 현금흐름이 목적일 때

적합

⚡

단기 트레이딩

며칠~몇 주 단기 방향성 매매

매우 낮음

🧩

포트폴리오 보조

자산 배분·헤지 용도

보통

👤

이런 분에게 어울려요

Investors who want consistent dividend income

✅ 강점

뚜렷한 강점이 드러나지 않아요.

⚠️ 약점·주의사항

💸Expense ratio is somewhat high — 0.75% annually

Category Peers

Category: US Equities - Dividend & Fundamental

같은 카테고리 6종 중 AUM 6/6위 · 보수율 6/6위

카테고리: US Equities - Dividend & Fundamental

ℹ️ 왜 비교해야 하나요?

같은 카테고리 ETF끼리는 보수율·규모(AUM)·배당률을 비교해 볼 가치가 있어요. 보수율은 낮을수록 장기 수익에 유리하고, AUM이 크면 운용 안정성이 높아요. ▲ 표시는 SMOX보다 유리, ▼ 표시는 SMOX보다 불리를 뜻해요.

티커	ETF명	보수율	AUM	보유종목	배당률	YTD	1년
SMOX	Horizon Small/Mid Cap Core Equity ETF	0.75%	$78M	289	0.07%	+20.26%	-
VIG	Vanguard Dividend Appreciation FTF	0.04% ▲	$111.6B ▲	341	1.48% ▲	-	+15.85%
SCHD	Schwab US Dividend Equity ETF	0.06% ▲	$103.2B ▲	112	3.09% ▲	-	+24.60%
VYM	Vanguard High Dividend Yield Indx ETF	0.04% ▲	$81.8B ▲	618	2.22% ▲	-	+20.36%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.17% ▲	$47.6B ▲	2553	0.91% ▲	-	+19.82%
RDVY	First Trust Rising Dividend Achievers ETF	0.47% ▲	$24.6B ▲	72	0.84% ▲	-	+26.23%