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STXK vs ISMD
Strive Small-Cap ETF vs Inspire Small/Mid Cap ETF
Key differences
- STXK costs 0.35% less per year.
- ISMD is significantly larger than STXK — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, ISMD has delivered higher annualized returns.
- ISMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STXK | ISMD | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.53% |
| Fund size (AUM) | $79M | $292M |
| Since | 2022 | 2017 |
| Dividend yield | 1.41% | 0.99% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.4% | +42.0% |
| CAGR 3Y | +15.7% | +17.6% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | 0.65 | 0.74 |
| Volatility 1Y | 17.04% | 18.68% |
| Max drawdown | -27.12% | -43.58% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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