Compare · 2 funds side by side · dividends reinvested

IWM and STXK

IWMiShares×STXKStrive×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,637IWM · best of the two

02 / 04

IWM and STXK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Strive Small-Cap ETFUS Stock Styles · Small cap0.18%1.21%+9.9%+12.8%+17.0%[…]−10.3%16.1%$79M1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IWM 2000 · STXK 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$12,637

IWM

STXK

Strive Small-Cap ETF · $79M[…]

$10,000 five years ago, dividends reinvested · they hold 50.6% in common

IWMMeasureSTXK

+10.8%Year to dateJan 1 → Nov 5+9.9%

+13.5%1 yearTotal return+12.8%

+19.4%3 years · per year$10,000 became $17,029 · $16,013+17.0%

+4.8%5 years · per year$10,000 became $12,637 · […][…]

0.19%Expense ratio$19 · $18 a year on $10k · lower is better0.18%

1.01%Trailing 12-mo yield$101 · $121 a year on $10k1.21%

−11.1%Worst dropSmaller is better−10.3%

18.7%VolatilityLower is calmer16.1%

IWMSTXK Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4STXK wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs STXK: Top 5 Holdings

Today

IWM

1.8%in top 5

STXK

in top 51.8%

IWMStockSTXK

0.5%GKOSnot top 5

0.4%BTSGnot top 5

not top 5VFC0.4%

not top 5ESTC0.4%

not top 5S0.3%

not top 5CROX0.3%

not top 5IDCC0.3%

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common50.6%

End-of-day Nov 5, 2026 · share of each fund

IWM vs STXK Returns, Every Period

iSharesIWM

+13.5%

past year

STXKStrive

+12.8%

past year

IWMSTXKFaded: behind in that period

3–0IWM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWM vs STXK

YTD

iSharesIWM

+10.8%

STXKStrive

+9.9%

+10.8%Year to date+9.9%

−11.1%Worst drop · 1Y−10.3%

18.7%Volatility · 1Y16.1%

1.0%Yield1.2%

$77.4BAssets$78.5M

3–1STXK wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, STXK

Today

0.18%lowest, STXK

FundExpense ratioFee$10k

STXK0.18%$18

IWM0.19%$19

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWM, STXK

1.21%highest, STXK

FundTrailing yieldYield$10k

STXK1.21%$121

IWM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, STXK

STXK$121 − $18 = $103

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWM, STXK

Today

50.6%most shared, IWM and STXK

IWMSTXK

IWM—50.6%

STXK50.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IWM, at 18.7% volatility

STXKWorst drop−10.3%16.1% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

STXKIWM

+9.9%Year to date+10.8%

1.2%Yield1.0%

+12.8%Past year+13.5%

0.18%Fee0.19%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026