Screener
STOX vs DFAC
Horizon Core Equity ETF vs Dimensional U.S. Core Equity 2 ETF
Key differences
STOX is an alternative ETF, while DFAC is an equity ETF. STOX charges 0.70% a year and DFAC 0.17%.
- STOX is an alternative fund, while DFAC is an equity fund. They carry different risk/return profiles.
- STOX follows a option income strategy; DFAC uses active selection.
- DFAC costs 0.53% less per year.
- DFAC is much larger than STOX. Larger funds are usually more liquid and less likely to close.
- DFAC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STOX | DFAC | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.17% |
| Fund size (AUM) | $150M | $46.7B |
| Since | 2025 | 2007 |
| Dividend yield | — | 0.91% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +24.1% |
| CAGR 3Y | N/A | +19.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.03 |
| Volatility 1Y | — | 12.43% |
| Max drawdown | -9.33% | -23.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.