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FSCS vs STXV

First Trust SMID Capital Strength ETF vs Strive 1000 Value ETF

FSCS

First Trust SMID Capital Strength ETF

Annual cost

0.60%

Fund size

$56M

STXV

Strive 1000 Value ETF

Annual cost

0.18%

Fund size

$79M

Key differences

Both FSCS and STXV are equity ETFs. FSCS charges 0.60% a year and STXV 0.18%. The main difference: STXV costs 0.42% less per year.

  • STXV costs 0.42% less per year.
  • Over the last three years, STXV has delivered higher annualized returns.
  • FSCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSCSSTXV
Annual cost (TER)0.60%0.18%
Fund size (AUM)$56M$79M
Since20172022
Dividend yield0.91%2.24%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+2.3%+28.6%
CAGR 3Y+9.9%+18.3%
CAGR 5Y+5.6%N/A
Sharpe 3Y0.451.10
Volatility 1Y12.82%10.14%
Max drawdown-43.57%-14.80%

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

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