Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Strive Small-Cap ETF (STXK) is a ETF from Strive Asset Management. Over the past year SCHD returned +30.42% while STXK returned +27.82%. Year to date, SCHD is up 23.31% versus a gain of 17.21% for STXK.

Over three years, SCHD compounded at +14.66% per year against +14.41% for STXK. Across the full 4-year window we track, STXK has the edge at +14.15% annualized vs +11.34%. Past performance does not guarantee future results.

STXK has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -27.1% for STXK. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

SCHD charges 0.06% per year while STXK charges 0.18%. On a $10,000 position that is $6 vs $18 annually, a gap of $12 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 1.38% for STXK.