STXK vs IWM

ASTXK

BIWM

Measures won4–1STXK wins · of 6 · 5Y

$10,000 · 5Y$13,509IWM

Lowest cost0.18%STXK · $18 on $10k

Most income1.17%STXK · $117 on $10k

Smallest drop−10.3%STXK · worst fall in 1Y

Held in common50.5%STXK and IWM

STXK

IWM

Strive Small-Cap ETF · $79MiShares Russell 2000 ETF · $77.4B

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

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

0.18%Expense ratio$18 · $19 on $10k · lower wins0.19%

1.17%12-mo yield$117 · $96 on $10k0.96%

−10.3%Worst dropSmaller wins−11.1%

15.8%VolatilityLower wins18.2%

4–1STXK wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTXK · IWM

0.4%IDCC0.3%

0.3%TXG0.3%

0.3%QLYS0.3%

0.3%FSS0.2%

Held in common50.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	ASTXK	Strive Small-Cap ETFRead Desk		0.18%	1.17%	+1.2%	+13.5%	+14.9%	+18.7%	new	−10.3%	$79M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	ASTXK	Strive Small-Cap ETFRead Desk		0.18%	1.17%	+1.2%	+13.5%	+14.9%	+18.7%	new	−10.3%	$79M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

STXK vs IWM

STXK

Strive Small-Cap

[…]

IWM

iShares Russell 2000

$13,509

MeasureSTXKIWM

Fee0.18%0.19%

Cost on $10k a year$18$19

Yield1.17%0.96%

5 years, per year[…]+6.2%

3 years, per year+18.7%+21.6%

Worst drop · 1Y−10.3%−11.1%

Volatility · 1Y15.8%18.2%

4–1measures won
STXK first

50.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

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