Screener
STXK vs SCHA
Strive Small-Cap ETF vs Schwab U.S. Small-Cap ETF
Key differences
Both STXK and SCHA are equity ETFs. STXK charges 0.18% a year and SCHA 0.04%. The main difference: SCHA costs 0.14% less per year.
- SCHA costs 0.14% less per year.
- SCHA is much larger than STXK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHA has delivered higher annualized returns.
- SCHA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STXK | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.04% |
| Fund size (AUM) | $80M | $22.8B |
| Since | 2022 | 2009 |
| Dividend yield | 1.38% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.8% | +41.1% |
| CAGR 3Y | +14.3% | +18.7% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | 0.59 | 0.77 |
| Volatility 1Y | 17.05% | 18.62% |
| Max drawdown | -27.12% | -42.41% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.