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STXK vs SCHK

Strive Small-Cap ETF vs Schwab 1000 ETF

STXK

Strive Small-Cap ETF

Annual cost

0.18%

Fund size

$80M

SCHK

Schwab 1000 ETF

Annual cost

0.03%

Fund size

$5.7B

Key differences

Both STXK and SCHK are equity ETFs. STXK charges 0.18% a year and SCHK 0.03%. The main difference: SCHK costs 0.15% less per year.

  • SCHK costs 0.15% less per year.
  • SCHK is much larger than STXK. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHK has delivered higher annualized returns.
  • SCHK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STXKSCHK
Annual cost (TER)0.18%0.03%
Fund size (AUM)$80M$5.7B
Since20222017
Dividend yield1.38%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+24.7%
CAGR 3Y+14.3%+21.8%
CAGR 5YN/A+12.8%
Sharpe 3Y0.591.14
Volatility 1Y17.05%12.65%
Max drawdown-27.12%-34.80%

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

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