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SCHK vs STXG

Schwab 1000 ETF vs Strive 1000 Growth ETF

SCHK

Schwab 1000 ETF

Annual cost

0.03%

Fund size

$5.7B

STXG

Strive 1000 Growth ETF

Annual cost

0.18%

Fund size

$152M

Key differences

Both SCHK and STXG are equity ETFs. SCHK charges 0.03% a year and STXG 0.18%. The main difference: SCHK costs 0.15% less per year.

  • SCHK costs 0.15% less per year.
  • SCHK is much larger than STXG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, STXG has delivered higher annualized returns.
  • SCHK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHKSTXG
Annual cost (TER)0.03%0.18%
Fund size (AUM)$5.7B$152M
Since20172022
Dividend yield1.00%0.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+22.9%
CAGR 3Y+21.8%+23.0%
CAGR 5Y+12.8%N/A
Sharpe 3Y1.141.06
Volatility 1Y12.65%15.01%
Max drawdown-34.80%-21.22%

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

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