Screener
STOX vs DFAX
Horizon Core Equity ETF vs Dimensional World ex U.S. Core Equity 2 ETF
Key differences
STOX is an alternative ETF, while DFAX is an equity ETF. STOX charges 0.70% a year and DFAX 0.28%.
- STOX is an alternative fund, while DFAX is an equity fund. They carry different risk/return profiles.
- STOX follows a option income strategy; DFAX uses active selection.
- STOX covers North America; DFAX covers global markets excluding the US.
- DFAX costs 0.42% less per year.
- DFAX is much larger than STOX. Larger funds are usually more liquid and less likely to close.
- DFAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STOX | DFAX | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.28% |
| Fund size (AUM) | $150M | $12.1B |
| Since | 2025 | 2008 |
| Dividend yield | — | 2.21% |
| Asset class | alternative | equity |
| Region | north america | global ex us |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +27.6% |
| CAGR 3Y | N/A | +19.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.03 |
| Volatility 1Y | — | 15.41% |
| Max drawdown | -9.33% | -28.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.