Compare · 2 funds side by side · dividends reinvested

STXK and DFAS

STXKStrive×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,320DFAS · best of the two

02 / 04

STXK and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.3

Strive Small-Cap ETFUS Stock Styles · Small cap0.18%1.18%+12.2%+13.2%+18.4%[…]−10.3%15.8%$79M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: STXK 2022 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Strive Small-Cap ETF · $79M[…]

STXK

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,320

$10,000 five years ago, dividends reinvested · they hold 41.9% in common

STXKMeasureDFAS

+12.2%Year to dateJan 1 → Nov 3+15.7%

+13.2%1 yearTotal return+19.0%

+18.4%3 years · per year$10,000 became $16,589 · $16,881+19.1%

[…]5 years · per year$10,000 became […] · $14,320+7.4%

0.18%Expense ratio$18 · $30 a year on $10k · lower is better0.30%

1.18%Trailing 12-mo yield$118 · $101 a year on $10k1.01%

−10.3%Worst dropSmaller is better−9.4%

15.8%VolatilityLower is calmer15.3%

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

2–5DFAS wins

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

More Ways to See the Pairs

STXK vs DFAS: Top 5 Holdings

Today

STXK

1.8%in top 5

DFAS

in top 51.4%

STXKStockDFAS

0.4%ESTCnot top 5

0.4%CLFnot top 5

0.4%IDCCnot top 5

0.4%TWSTnot top 5

0.4%Snot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5RRC0.3%

Held in common41.9%

End-of-day Nov 3, 2026 · share of each fund

STXK vs DFAS Returns, Every Period

StriveSTXK

+13.2%

past year

DFASDimensional

+19.0%

past year

STXKDFASFaded: behind in that period

0–3DFAS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

STXK vs DFAS

YTD

StriveSTXK

+12.2%

DFASDimensional

+15.7%

+12.2%Year to date+15.7%

−10.3%Worst drop · 1Y−9.4%

15.8%Volatility · 1Y15.3%

1.2%Yield1.0%

$78.5MAssets$34.7B

3–1DFAS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STXK, DFAS

Today

0.18%lowest, STXK

FundExpense ratioFee$10k

STXK0.18%$18

DFAS0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: STXK, DFAS

1.18%highest, STXK

FundTrailing yieldYield$10k

STXK1.18%$118

DFAS1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$100most kept, STXK

STXK$118 − $18 = $100

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: STXK, DFAS

Today

41.9%most shared, STXK and DFAS

STXKDFAS

STXK—41.9%

DFAS41.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

STXKWorst drop−10.3%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

STXKDFAS

+12.2%Year to date+15.7%

1.2%Yield1.0%

+13.2%Past year+19.0%

0.18%Fee0.30%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026