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STOX vs DFAI
Horizon Core Equity ETF vs Dimensional International Core Equity Market ETF
Key differences
STOX is an alternative ETF, while DFAI is an equity ETF. STOX charges 0.70% a year and DFAI 0.18%.
- STOX is an alternative fund, while DFAI is an equity fund. They carry different risk/return profiles.
- STOX follows a option income strategy; DFAI uses active selection.
- STOX covers North America; DFAI covers global markets excluding the US.
- DFAI costs 0.52% less per year.
- DFAI is much larger than STOX. Larger funds are usually more liquid and less likely to close.
- DFAI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STOX | DFAI | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.18% |
| Fund size (AUM) | $150M | $16.6B |
| Since | 2025 | 2020 |
| Dividend yield | — | 2.23% |
| Asset class | alternative | equity |
| Region | north america | global ex us |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +21.0% |
| CAGR 3Y | N/A | +17.5% |
| CAGR 5Y | N/A | +9.1% |
| Sharpe 3Y | N/A | 0.94 |
| Volatility 1Y | — | 14.36% |
| Max drawdown | -9.33% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.