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STXK vs SCHC

Strive Small-Cap ETF vs Schwab International Small-Cap Equity ETF

STXK

Strive Small-Cap ETF

Annual cost

0.18%

Fund size

$80M

SCHC

Schwab International Small-Cap Equity ETF

Annual cost

0.08%

Fund size

$5.6B

Key differences

Both STXK and SCHC are equity ETFs. STXK charges 0.18% a year and SCHC 0.08%. The main difference: STXK covers North America; SCHC covers global markets excluding the US.

  • STXK covers North America; SCHC covers global markets excluding the US.
  • SCHC costs 0.10% less per year.
  • SCHC is much larger than STXK. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHC has delivered higher annualized returns.
  • SCHC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STXKSCHC
Annual cost (TER)0.18%0.08%
Fund size (AUM)$80M$5.6B
Since20222010
Dividend yield1.38%3.27%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+24.9%
CAGR 3Y+14.3%+17.9%
CAGR 5YN/A+6.1%
Sharpe 3Y0.590.89
Volatility 1Y17.05%16.21%
Max drawdown-27.12%-43.94%

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

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