STRN vs. TCV

Last updated Jul 10, 2026

STRN (SMART Trend ETF) and TCV (Towle Value ETF) are both exchange-traded funds - STRN is a Actively Managed fund actively managed by SmartWay, while TCV is a Small Cap Value Equities fund actively managed by Towle. Both are actively managed. A 0.50 correlation means they provide meaningful diversification when combined. STRN charges 0.59%/yr vs 0.85%/yr for TCV.

Performance

STRN vs. TCV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMART Trend ETF (STRN) and Towle Value ETF (TCV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with STRN having a 26.14% return and TCV slightly lower at 24.97%.

STRN

• 1D: 2.27%
• 1M: 3.03%
• 6M: 21.56%
• YTD: 26.14%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

TCV

• 1D: 0.94%
• 1M: 2.06%
• 6M: 16.12%
• YTD: 24.97%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

STRN vs. TCV - Yearly Performance Comparison

	2026 (YTD)	2025
STRN SMART Trend ETF	26.14%	10.48%
TCV Towle Value ETF	24.97%	6.31%

Correlation

The correlation between STRN and TCV is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025	0.50

Return for Risk

STRN vs. TCV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMART Trend ETF (STRN) and Towle Value ETF (TCV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

STRN vs. TCV - Drawdown Comparison

The maximum STRN drawdown since its inception was -15.43%, which is greater than TCV's maximum drawdown of -12.23%. Use the drawdown chart below to compare losses from any high point for STRN and TCV.

Drawdown Indicators

	STRN	TCV	Difference
Max Drawdown Largest peak-to-trough decline	-15.43%	-12.23%	-3.20%
Current Drawdown Current decline from peak	-3.67%	-0.69%	-2.98%
Average Drawdown Average peak-to-trough decline	-2.92%	-3.35%	+0.43%

Volatility

Volatility by Period

	STRN	TCV	Difference
Volatility (1Y) Calculated over the trailing 1-year period	26.65%	21.26%	+5.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.65%	21.26%	+5.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.65%	21.26%	+5.39%

STRN vs. TCV - Expense Ratio Comparison

STRN has a 0.59% expense ratio, which is lower than TCV's 0.85% expense ratio.

Dividends

STRN vs. TCV - Dividend Comparison

STRN's dividend yield for the trailing twelve months is around 0.15%, less than TCV's 0.58% yield.

Position	TTM	2025
STRN SMART Trend ETF	0.15%	0.18%
TCV Towle Value ETF	0.58%	0.31%

Frequently Asked Questions

Can I hold both STRN and TCV in my portfolio?

STRN and TCV have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, STRN or TCV?

On fees, STRN is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, STRN or TCV?

STRN is cheaper with a 0.59% expense ratio, compared with 0.85% for TCV.

Which ETF pays a higher dividend yield, STRN or TCV?

TCV has the higher dividend yield at 0.58%, compared with 0.15% for STRN.

What is the main difference between STRN and TCV?

STRN is categorized as Actively Managed, while TCV is Small Cap Value Equities. They also come from different issuers: SmartWay and Towle. Their fees differ too: 0.59% for STRN and 0.85% for TCV.