Screener
EPSV vs STXK
Harbor SMID Cap Value ETF vs Strive Small-Cap ETF
Key differences
Both EPSV and STXK are equity ETFs. EPSV charges 0.88% a year and STXK 0.18%. The main difference: EPSV follows a active selection strategy; STXK uses index tracking.
- EPSV follows a active selection strategy; STXK uses index tracking.
- STXK costs 0.70% less per year.
- STXK is much larger than EPSV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| EPSV | STXK | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.18% |
| Fund size (AUM) | $5M | $80M |
| Since | 2025 | 2022 |
| Dividend yield | 2.31% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +45.1% | +26.8% |
| CAGR 3Y | N/A | +14.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.59 |
| Volatility 1Y | 18.04% | 17.05% |
| Max drawdown | -8.93% | -27.12% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.