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STXK vs SSPY

Strive Small-Cap ETF vs Stratified LargeCap Index ETF

STXK

Strive Small-Cap ETF

Annual cost

0.18%

Fund size

$80M

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

Key differences

Both STXK and SSPY are equity ETFs. STXK charges 0.18% a year and SSPY 0.45%. The main difference: STXK costs 0.27% less per year.

  • STXK costs 0.27% less per year.

Side-by-side comparison

STXKSSPY
Annual cost (TER)0.18%0.45%
Fund size (AUM)$80M$125M
Since20222019
Dividend yield1.38%1.26%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+21.3%
CAGR 3Y+14.3%+14.9%
CAGR 5YN/A+9.2%
Sharpe 3Y0.590.84
Volatility 1Y17.05%10.78%
Max drawdown-27.12%-36.67%

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

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