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STXK vs FTCS

Strive Small-Cap ETF vs First Trust Capital Strength ETF

STXK

Strive Small-Cap ETF

Annual cost

0.18%

Fund size

$80M

FTCS

First Trust Capital Strength ETF

Annual cost

0.53%

Fund size

$7.7B

Key differences

Both STXK and FTCS are equity ETFs. STXK charges 0.18% a year and FTCS 0.53%. The main difference: STXK costs 0.35% less per year.

  • STXK costs 0.35% less per year.
  • FTCS is much larger than STXK. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, STXK has delivered higher annualized returns.
  • FTCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STXKFTCS
Annual cost (TER)0.18%0.53%
Fund size (AUM)$80M$7.7B
Since20222006
Dividend yield1.38%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+5.4%
CAGR 3Y+14.3%+10.4%
CAGR 5YN/A+6.1%
Sharpe 3Y0.590.62
Volatility 1Y17.05%9.96%
Max drawdown-27.12%-31.93%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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