BUXX vs. STRV
BUXX (Strive Enhanced Income Short Maturity ETF) and STRV (Strive 500 ETF) are both exchange-traded funds - BUXX is a Ultrashort Bond fund actively managed by Strive, while STRV is a Large Cap Growth Equities fund tracking the Bloomberg US Large Cap Index. BUXX is actively managed, while STRV is passively managed. Over the past year, BUXX returned 4.35% vs 25.71% for STRV. At a 0.08 correlation, their price movements are largely independent. BUXX charges 0.26%/yr vs 0.05%/yr for STRV.
Performance
BUXX vs. STRV - Performance Comparison
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Returns By Period
In the year-to-date period, BUXX achieves a 1.61% return, which is significantly lower than STRV's 8.38% return.
BUXX
- 1D
- 0.00%
- 1M
- 0.31%
- YTD
- 1.61%
- 6M
- 1.99%
- 1Y
- 4.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STRV
- 1D
- -2.68%
- 1M
- 0.65%
- YTD
- 8.38%
- 6M
- 8.07%
- 1Y
- 25.71%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
BUXX vs. STRV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BUXX Strive Enhanced Income Short Maturity ETF | 1.61% | 4.84% | 6.18% | 2.89% |
STRV Strive 500 ETF | 8.38% | 17.95% | 25.13% | 7.98% |
Correlation
The correlation between BUXX and STRV is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Aug 11, 2023 | 0.08 |
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Return for Risk
BUXX vs. STRV — Risk / Return Rank
BUXX
STRV
BUXX vs. STRV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive Enhanced Income Short Maturity ETF (BUXX) and Strive 500 ETF (STRV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BUXX | STRV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.57 | ||
| Sortino ratioReturn per unit of downside risk | +3.30 | ||
| Omega ratioGain probability vs. loss probability | 1.87 | 1.36 | +0.51 |
| Calmar ratioReturn relative to maximum drawdown | 14.85 | 2.78 | +12.07 |
| Martin ratioReturn relative to average drawdown | 61.16 | 12.53 | +48.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BUXX | STRV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.60 | 2.03 | +1.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.82 | 1.28 | +2.54 |
Drawdowns
BUXX vs. STRV - Drawdown Comparison
The maximum BUXX drawdown since its inception was -0.60%, smaller than the maximum STRV drawdown of -19.00%. Use the drawdown chart below to compare losses from any high point for BUXX and STRV.
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Drawdown Indicators
| BUXX | STRV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.60% | -19.00% | +18.40% |
Max Drawdown (1Y)Largest decline over 1 year | -0.29% | -9.29% | +9.00% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.00% | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.99% | +2.99% |
Average DrawdownAverage peak-to-trough decline | -0.05% | -2.26% | +2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.07% | 2.06% | -1.99% |
Volatility
BUXX vs. STRV - Volatility Comparison
The current volatility for Strive Enhanced Income Short Maturity ETF (BUXX) is 0.30%, while Strive 500 ETF (STRV) has a volatility of 3.77%. This indicates that BUXX experiences smaller price fluctuations and is considered to be less risky than STRV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUXX | STRV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.30% | 3.77% | -3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 0.78% | 9.72% | -8.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.22% | 12.72% | -11.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.46% | 16.14% | -14.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.46% | 16.14% | -14.68% |
BUXX vs. STRV - Expense Ratio Comparison
BUXX has a 0.26% expense ratio, which is higher than STRV's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BUXX vs. STRV - Dividend Comparison
BUXX's dividend yield for the trailing twelve months is around 4.73%, more than STRV's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BUXX Strive Enhanced Income Short Maturity ETF | 4.73% | 4.95% | 5.55% | 1.92% | 0.00% |
STRV Strive 500 ETF | 1.05% | 1.05% | 1.13% | 1.21% | 0.37% |
Frequently Asked Questions
BUXX and STRV have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRV has higher volatility (3.77%) compared to BUXX (0.30%). In terms of maximum drawdown, BUXX dropped -0.60% vs STRV's -19.00%.
On 1-year performance, STRV leads with 25.71% vs 4.35% for BUXX. On fees, STRV is cheaper at 0.05% per year. On volatility, BUXX has been the lower-risk option at 0.30%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, STRV has performed better with a 25.71% return vs 4.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
STRV is cheaper with a 0.05% expense ratio, compared with 0.26% for BUXX.
BUXX has the higher dividend yield at 4.73%, compared with 1.05% for STRV.
BUXX is categorized as Ultrashort Bond, while STRV is Large Cap Growth Equities. Their fees differ too: 0.26% for BUXX and 0.05% for STRV.
BUXX currently has the higher Sharpe Ratio (3.60 vs 2.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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