Screener
STOX vs DFIC
Horizon Core Equity ETF vs Dimensional International Core Equity 2 ETF
Key differences
STOX is an alternative ETF, while DFIC is an equity ETF. STOX charges 0.70% a year and DFIC 0.22%.
- STOX is an alternative fund, while DFIC is an equity fund. They carry different risk/return profiles.
- STOX follows a option income strategy; DFIC uses active selection.
- STOX covers North America; DFIC covers global markets excluding the US.
- DFIC costs 0.48% less per year.
- DFIC is much larger than STOX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| STOX | DFIC | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.22% |
| Fund size (AUM) | $150M | $14.3B |
| Since | 2025 | 2022 |
| Dividend yield | — | 2.25% |
| Asset class | alternative | equity |
| Region | north america | global ex us |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +23.1% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.01 |
| Volatility 1Y | — | 14.14% |
| Max drawdown | -9.33% | -24.40% |
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