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STXK vs SMLL

Strive Small-Cap ETF vs Harbor Active Small Cap ETF

STXK

Strive Small-Cap ETF

Annual cost

0.18%

Fund size

$80M

SMLL

Harbor Active Small Cap ETF

Annual cost

0.80%

Fund size

$13M

Key differences

Both STXK and SMLL are equity ETFs. STXK charges 0.18% a year and SMLL 0.80%. The main difference: STXK follows a index tracking strategy; SMLL uses active selection.

  • STXK follows a index tracking strategy; SMLL uses active selection.
  • STXK costs 0.62% less per year.
  • STXK is much larger than SMLL. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

STXKSMLL
Annual cost (TER)0.18%0.80%
Fund size (AUM)$80M$13M
Since20222024
Dividend yield1.38%2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+26.8%-0.4%
CAGR 3Y+14.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.59N/A
Volatility 1Y17.05%17.55%
Max drawdown-27.12%-23.55%

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

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