STXK vs IWM

ASTXK

BIWM

Measures won4–1STXK wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWM $12,766

Lowest cost0.03%VUG · $3 on $10k

Most income1.20%STXK · $120 on $10k

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

Held in common51.0%STXK and IWM

STXK

IWM

Strive Small-Cap ETF · $77MiShares Russell 2000 ETF · $76.6B

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

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

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

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

−10.3%Worst dropSmaller wins−11.1%

16.0%VolatilityLower wins18.7%

4–1STXK wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTXK · IWM

0.3%TWST0.3%

0.3%IDCC0.3%

0.3%QLYS0.2%

0.3%ANF0.2%

Held in common51.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	ASTXK	Strive Small-Cap ETFRead Desk	0.18%	1.20%	+0.5%	+10.4%	+11.8%	+17.0%	new	−10.3%	$77M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	ASTXK	Strive Small-Cap ETFRead Desk	0.18%	1.20%	+0.5%	+10.4%	+11.8%	+17.0%	new	−10.3%	$77M

End-of-day Nov 6, 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

$12,766

MeasureSTXKIWM

Fee0.18%0.19%

Cost on $10k a year$18$19

Yield1.20%1.00%

5 years, per year[…]+5.0%

3 years, per year+17.0%+19.6%

Worst drop · 1Y−10.3%−11.1%

Volatility · 1Y16.0%18.7%

4–1measures won
STXK first

51.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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