Compare · 2 funds side by side · dividends reinvested

STXK and IWM

STXKStrive×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,064IWM · best of the two

02 / 04

STXK and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Strive Small-Cap ETFUS Stock Styles · Small cap0.18%1.18%+12.2%+13.2%+18.4%[…]−10.3%15.8%$79M1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: STXK 2022 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strive Small-Cap ETF · $79M[…]

STXK

IWM

iShares Russell 2000 ETF · $75.8B$13,064

$10,000 five years ago, dividends reinvested · they hold 50.9% in common

STXKMeasureIWM

+12.2%Year to dateJan 1 → Nov 3+14.4%

+13.2%1 yearTotal return+14.8%

+18.4%3 years · per year$10,000 became $16,589 · $17,832+21.3%

[…]5 years · per year$10,000 became […] · $13,064+5.5%

0.18%Expense ratio$18 · $19 a year on $10k · lower is better0.19%

1.18%Trailing 12-mo yield$118 · $98 a year on $10k0.98%

−10.3%Worst dropSmaller is better−11.1%

15.8%VolatilityLower is calmer18.1%

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

4–3STXK 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 IWM: Top 5 Holdings

Today

STXK

1.8%in top 5

IWM

in top 51.9%

STXKStockIWM

not top 5GKOS0.5%

not top 5BTSG0.4%

0.4%ESTCnot top 5

0.4%CLFnot top 5

0.4%IDCCnot top 5

0.4%TWST0.3%

0.4%Snot top 5

not top 5FROG0.3%

not top 5MOG-A0.3%

Held in common50.9%

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

STXK vs IWM Returns, Every Period

StriveSTXK

+13.2%

past year

IWMiShares

+14.8%

past year

STXKIWMFaded: behind in that period

0–3IWM wins

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

STXK vs IWM

YTD

StriveSTXK

+12.2%

IWMiShares

+14.4%

+12.2%Year to date+14.4%

−10.3%Worst drop · 1Y−11.1%

15.8%Volatility · 1Y18.1%

1.2%Yield1.0%

$78.5MAssets$75.8B

3–1STXK wins

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

Cost, Income and Risk

Fees: STXK, IWM

Today

0.18%lowest, STXK

FundExpense ratioFee$10k

STXK0.18%$18

IWM0.19%$19

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

Yields: STXK, IWM

1.18%highest, STXK

FundTrailing yieldYield$10k

STXK1.18%$118

IWM0.98%$98

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

Income After Fees on $10,000

$100most kept, STXK

STXK$118 − $18 = $100

IWM$98 − $19 = $79

KeptFee

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

Overlap: STXK, IWM

Today

50.9%most shared, STXK and IWM

STXKIWM

STXK—50.9%

IWM50.9%—

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

Return vs Bumpiness: 2 ETFs

+14.8%IWM, at 18.1% volatility

STXKWorst drop−10.3%15.8% vol

IWMWorst drop−11.1%18.1% vol

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

Paid More vs Made More

YTD

STXKIWM

+12.2%Year to date+14.4%

1.2%Yield1.0%

+13.2%Past year+14.8%

0.18%Fee0.19%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

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