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DDXX vs STXK

Defined Duration 20 ETF vs Strive Small-Cap ETF

DDXX

Defined Duration 20 ETF

Annual cost

0.25%

Fund size

$16M

STXK

Strive Small-Cap ETF

Annual cost

0.18%

Fund size

$80M

Key differences

Both DDXX and STXK are equity ETFs. DDXX charges 0.25% a year and STXK 0.18%. The main difference: DDXX follows a active selection strategy; STXK uses index tracking.

  • DDXX follows a active selection strategy; STXK uses index tracking.
  • STXK costs 0.07% less per year.
  • STXK is much larger than DDXX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DDXXSTXK
Annual cost (TER)0.25%0.18%
Fund size (AUM)$16M$80M
Since20252022
Dividend yield1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+26.8%
CAGR 3YN/A+14.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.59
Volatility 1Y17.05%
Max drawdown-9.30%-27.12%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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