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SSPY vs STXK

Stratified LargeCap Index ETF vs Strive Small-Cap ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

STXK

Strive Small-Cap ETF

Annual cost

0.18%

Fund size

$80M

Key differences

Both SSPY and STXK are equity ETFs. SSPY charges 0.45% a year and STXK 0.18%. The main difference: STXK costs 0.27% less per year.

  • STXK costs 0.27% less per year.

Side-by-side comparison

SSPYSTXK
Annual cost (TER)0.45%0.18%
Fund size (AUM)$125M$80M
Since20192022
Dividend yield1.26%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.3%+26.8%
CAGR 3Y+14.9%+14.3%
CAGR 5Y+9.2%N/A
Sharpe 3Y0.840.59
Volatility 1Y10.78%17.05%
Max drawdown-36.67%-27.12%

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

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