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SMLL vs STXK

Harbor Active Small Cap ETF vs Strive Small-Cap ETF

SMLL

Harbor Active Small Cap ETF

Annual cost

0.80%

Fund size

$13M

STXK

Strive Small-Cap ETF

Annual cost

0.18%

Fund size

$80M

Key differences

Both SMLL and STXK are equity ETFs. SMLL charges 0.80% a year and STXK 0.18%. The main difference: SMLL follows a active selection strategy; STXK uses index tracking.

  • SMLL follows a active selection strategy; STXK uses index tracking.
  • STXK costs 0.62% less per year.
  • STXK is much larger than SMLL. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SMLLSTXK
Annual cost (TER)0.80%0.18%
Fund size (AUM)$13M$80M
Since20242022
Dividend yield2.30%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-0.4%+26.8%
CAGR 3YN/A+14.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.59
Volatility 1Y17.55%17.05%
Max drawdown-23.55%-27.12%

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

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