Screener
STXK vs EPSV
Strive Small-Cap ETF vs Harbor SMID Cap Value ETF
Key differences
Both STXK and EPSV are equity ETFs. STXK charges 0.18% a year and EPSV 0.88%. The main difference: STXK follows a index tracking strategy; EPSV uses active selection.
- STXK follows a index tracking strategy; EPSV uses active selection.
- STXK costs 0.70% less per year.
- STXK is much larger than EPSV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| STXK | EPSV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.88% |
| Fund size (AUM) | $80M | $5M |
| Since | 2022 | 2025 |
| Dividend yield | 1.38% | 2.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.8% | +45.1% |
| CAGR 3Y | +14.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.59 | N/A |
| Volatility 1Y | 17.05% | 18.04% |
| Max drawdown | -27.12% | -8.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.