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$13,509IWM · 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%1.17%+13.5%+14.9%+18.7%[…]−10.3%15.8%$79M1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$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 4, 2026 · returns include dividends · since: STXK 2022 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$13,509

IWM

STXK

Strive Small-Cap ETF · $79M[…]

$10,000 five years ago, dividends reinvested · they hold 50.5% in common

IWMMeasureSTXK

+16.2%Year to dateJan 1 → Nov 4+13.5%

+16.9%1 yearTotal return+14.9%

+21.6%3 years · per year$10,000 became $18,002 · $16,723+18.7%

+6.2%5 years · per year$10,000 became $13,509 · […][…]

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

0.96%Trailing 12-mo yield$96 · $117 a year on $10k1.17%

−11.1%Worst dropSmaller is better−10.3%

18.2%VolatilityLower is calmer15.8%

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

3–4STXK wins

End-of-day Nov 4, 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

1.9%in top 5

STXK

in top 51.8%

IWMStockSTXK

0.5%GKOSnot top 5

0.4%BTSGnot top 5

not top 5ESTC0.4%

not top 5CLF0.4%

not top 5IDCC0.4%

not top 5S0.3%

0.3%MOG-Anot top 5

not top 5VFC0.3%

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common50.5%

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

IWM vs STXK Returns, Every Period

iSharesIWM

+16.9%

past year

STXKStrive

+14.9%

past year

IWMSTXKFaded: behind in that period

3–0IWM wins

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

IWM vs STXK

YTD

iSharesIWM

+16.2%

STXKStrive

+13.5%

+16.2%Year to date+13.5%

−11.1%Worst drop · 1Y−10.3%

18.2%Volatility · 1Y15.8%

1.0%Yield1.2%

$77.4BAssets$78.5M

3–1STXK wins

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

Yields: STXK, IWM

1.17%highest, STXK

FundTrailing yieldYield$10k

STXK1.17%$117

IWM0.96%$96

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

Income After Fees on $10,000

$99most kept, STXK

STXK$117 − $18 = $99

IWM$96 − $19 = $77

KeptFee

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

Overlap: STXK, IWM

Today

50.5%most shared, STXK and IWM

STXKIWM

STXK—50.5%

IWM50.5%—

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

Return vs Bumpiness: 2 ETFs

+16.9%IWM, at 18.2% volatility

STXKWorst drop−10.3%15.8% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

STXKIWM

+13.5%Year to date+16.2%

1.2%Yield1.0%

+14.9%Past year+16.9%

0.18%Fee0.19%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026