Screener
STOX vs DFAU
Horizon Core Equity ETF vs Dimensional US Core Equity Market ETF
Key differences
STOX is an alternative ETF, while DFAU is an equity ETF. STOX charges 0.70% a year and DFAU 0.12%.
- STOX is an alternative fund, while DFAU is an equity fund. They carry different risk/return profiles.
- STOX follows a option income strategy; DFAU uses active selection.
- DFAU costs 0.58% less per year.
- DFAU is much larger than STOX. Larger funds are usually more liquid and less likely to close.
- DFAU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STOX | DFAU | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.12% |
| Fund size (AUM) | $150M | $12.2B |
| Since | 2025 | 2020 |
| Dividend yield | — | 0.90% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +23.0% |
| CAGR 3Y | N/A | +20.4% |
| CAGR 5Y | N/A | +12.4% |
| Sharpe 3Y | N/A | 1.07 |
| Volatility 1Y | — | 12.43% |
| Max drawdown | -9.33% | -23.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.