Compare · 3 funds side by side · dividends reinvested

STXK, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

STXK, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Strive Small-Cap ETFUS Stock Styles · Small cap0.18%1.20%+10.4%+11.8%+17.0%[…]−10.3%16.0%$77M1.7

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: STXK 2022 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Strive Small-Cap ETF · $77M[…]

STXK

IWM

iShares Russell 2000 ETF · $76.6B$12,766

$10,000 five years ago, dividends reinvested · they hold 51.0% in common

STXKMeasureIWM

+10.4%Year to dateJan 1 → Nov 6+11.9%

+11.8%1 yearTotal return+13.0%

+17.0%3 years · per year$10,000 became $16,004 · $17,100+19.6%

[…]5 years · per year$10,000 became […] · $12,766+5.0%

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

1.20%Trailing 12-mo yield$120 · $100 a year on $10k1.00%

−10.3%Worst dropSmaller is better−11.1%

16.0%VolatilityLower is calmer18.7%

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

4–3STXK wins

End-of-day Nov 6, 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

1.7%in top 5

IWM

in top 51.8%

STXKStockIWM

not top 5GKOS0.4%

not top 5BTSG0.4%

0.4%VFCnot top 5

0.3%MHKnot top 5

0.3%ESTCnot top 5

0.3%CROXnot top 5

not top 5UMBF0.3%

0.3%TWSTnot top 5

not top 5EAT0.3%

not top 5RHP0.3%

Held in common51.0%

End-of-day Nov 6, 2026 · share of each fund

STXK vs IWM Returns, Every Period

StriveSTXK

+11.8%

past year

IWMiShares

+13.0%

past year

STXKIWMFaded: behind in that period

0–3IWM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

STXK vs IWM

YTD

StriveSTXK

+10.4%

IWMiShares

+11.9%

+10.4%Year to date+11.9%

−10.3%Worst drop · 1Y−11.1%

16.0%Volatility · 1Y18.7%

1.2%Yield1.0%

$77.0MAssets$76.6B

3–1STXK wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STXK, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

STXK0.18%$18

IWM0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: STXK, IWM, VUG

1.20%highest, STXK

FundTrailing yieldYield$10k

STXK1.20%$120

IWM1.00%$100

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, STXK

STXK$120 − $18 = $102

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: STXK, IWM, VUG

Today

51.0%most shared, STXK and IWM

STXKIWMVUG

STXK—51.0%0.0%

IWM51.0%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.0%IWM, at 18.7% volatility

STXKWorst drop−10.3%16.0% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

STXKIWM

+10.4%Year to date+11.9%

1.2%Yield1.0%

+11.8%Past year+13.0%

0.18%Fee0.19%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026