Screener
STOX vs DFUS
Horizon Core Equity ETF vs Dimensional U.S. Equity Market ETF
Key differences
STOX is an alternative ETF, while DFUS is an equity ETF. STOX charges 0.70% a year and DFUS 0.09%.
- STOX is an alternative fund, while DFUS is an equity fund. They carry different risk/return profiles.
- STOX follows a option income strategy; DFUS uses active selection.
- DFUS costs 0.61% less per year.
- DFUS is much larger than STOX. Larger funds are usually more liquid and less likely to close.
- DFUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STOX | DFUS | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.09% |
| Fund size (AUM) | $150M | $20.9B |
| Since | 2025 | 2001 |
| Dividend yield | — | 0.83% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +22.9% |
| CAGR 3Y | N/A | +21.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.09 |
| Volatility 1Y | — | 12.62% |
| Max drawdown | -9.33% | -24.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.