Compare · 2 funds side by side · dividends reinvested

STXK and IJR

STXKStrive×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,920IJR · best of the two

02 / 04

STXK and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B1.1

Strive Small-Cap ETFUS Stock Styles · Small cap0.18%1.17%+13.5%+14.9%+18.7%[…]−10.3%15.8%$79M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: STXK 2022 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strive Small-Cap ETF · $79M[…]

STXK

IJR

iShares Core S&P Small-Cap ETF · $106B$13,920

$10,000 five years ago, dividends reinvested · they hold 48.0% in common

STXKMeasureIJR

+13.5%Year to dateJan 1 → Nov 4+19.9%

+14.9%1 yearTotal return+22.7%

+18.7%3 years · per year$10,000 became $16,723 · $16,979+19.3%

[…]5 years · per year$10,000 became […] · $13,920+6.8%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

1.17%Trailing 12-mo yield$117 · $120 a year on $10k1.20%

−10.3%Worst dropSmaller is better−9.7%

15.8%VolatilityLower is calmer15.8%

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

0–6IJR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STXK vs IJR: Top 5 Holdings

Today

STXK

1.8%in top 5

IJR

in top 52.7%

STXKStockIJR

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

0.4%ESTCnot top 5

0.4%CLFnot top 5

0.4%IDCCnot top 5

0.3%Snot top 5

0.3%VFCnot top 5

Held in common48.0%

End-of-day Nov 4, 2026 · share of each fund

STXK vs IJR Returns, Every Period

StriveSTXK

+14.9%

past year

IJRiShares

+22.7%

past year

STXKIJRFaded: behind in that period

0–3IJR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

STXK vs IJR

YTD

StriveSTXK

+13.5%

IJRiShares

+19.9%

+13.5%Year to date+19.9%

−10.3%Worst drop · 1Y−9.7%

15.8%Volatility · 1Y15.8%

1.2%Yield1.2%

$78.5MAssets$106B

2–0IJR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STXK, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

STXK0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: STXK, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

STXK1.17%$117

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

STXK$117 − $18 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: STXK, IJR

Today

48.0%most shared, STXK and IJR

STXKIJR

STXK—48.0%

IJR48.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.7%IJR, at 15.8% volatility

STXKWorst drop−10.3%15.8% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSTXK

+19.9%Year to date+13.5%

1.2%Yield1.2%

+22.7%Past year+14.9%

0.06%Fee0.18%

3–0IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026