STRV vs. STXT

Last updated Jun 4, 2026

STRV (Strive 500 ETF) and STXT (Strive Total Return Bond ETF) are both exchange-traded funds - STRV is a Large Cap Growth Equities fund tracking the Bloomberg US Large Cap Index, while STXT is a Intermediate Core-Plus Bond fund tracking the Bloomberg US Aggregate Bond Index. Both are passively managed. Over the past year, STRV returned 28.16% vs 3.92% for STXT. At a 0.19 correlation, their price movements are largely independent. STRV charges 0.05%/yr vs 0.49%/yr for STXT.

Performance

STRV vs. STXT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 500 ETF (STRV) and Strive Total Return Bond ETF (STXT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STRV achieves a 10.98% return, which is significantly higher than STXT's -0.14% return.

STRV

• 1D: -0.67%
• 1M: 5.39%
• YTD: 10.98%
• 6M: 10.91%
• 1Y: 28.16%
• 3Y*: 22.74%
• 5Y*: —
• 10Y*: —

STXT

• 1D: -0.33%
• 1M: -0.55%
• YTD: -0.14%
• 6M: -0.25%
• 1Y: 3.92%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

STRV vs. STXT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
STRV Strive 500 ETF	10.98%	17.95%	25.13%	7.98%
STXT Strive Total Return Bond ETF	-0.14%	6.58%	1.77%	4.09%

Correlation

The correlation between STRV and STXT is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.26
Correlation (All Time) Calculated using the full available price history since Aug 11, 2023	0.19

Return for Risk

STRV vs. STXT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STRV

STRV Risk / Return Rank: 67
STRV Sharpe Ratio Rank: 68
STRV Sortino Ratio Rank: 68
STRV Omega Ratio Rank: 65
STRV Calmar Ratio Rank: 61
STRV Martin Ratio Rank: 73

STXT

STXT Risk / Return Rank: 29
STXT Sharpe Ratio Rank: 29
STXT Sortino Ratio Rank: 28
STXT Omega Ratio Rank: 27
STXT Calmar Ratio Rank: 29
STXT Martin Ratio Rank: 30

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STRV vs. STXT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 500 ETF (STRV) and Strive Total Return Bond ETF (STXT). 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.

	STRV	STXT	Difference
Sharpe ratio: Return per unit of total volatility	2.28	1.02	+1.26
Sortino ratio: Return per unit of downside risk	3.17	1.50	+1.67
Omega ratio: Gain probability vs. loss probability	1.40	1.18	+0.22
Calmar ratio: Return relative to maximum drawdown	3.04	1.40	+1.64
Martin ratio: Return relative to average drawdown	13.78	4.23	+9.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

STRV vs. STXT - Sharpe Ratio Comparison

The current STRV Sharpe Ratio is 2.28, which is higher than the STXT Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of STRV and STXT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	STRV	STXT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.28	1.02	+1.26
Sharpe Ratio (All Time) Calculated using the full available price history	1.33	0.87	+0.47

Drawdowns

STRV vs. STXT - Drawdown Comparison

The maximum STRV drawdown since its inception was -19.00%, which is greater than STXT's maximum drawdown of -5.27%. Use the drawdown chart below to compare losses from any high point for STRV and STXT.

Drawdown Indicators

	STRV	STXT	Difference
Max Drawdown Largest peak-to-trough decline	-19.00%	-5.27%	-13.73%
Max Drawdown (1Y) Largest decline over 1 year	-9.29%	-2.80%	-6.49%
Max Drawdown (3Y) Largest decline over 3 years	-19.00%	—	—
Current Drawdown Current decline from peak	-0.67%	-1.99%	+1.32%
Average Drawdown Average peak-to-trough decline	-2.26%	-1.36%	-0.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.05%	0.93%	+1.12%

Volatility

STRV vs. STXT - Volatility Comparison

Strive 500 ETF (STRV) has a higher volatility of 2.79% compared to Strive Total Return Bond ETF (STXT) at 1.52%. This indicates that STRV's price experiences larger fluctuations and is considered to be riskier than STXT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STRV	STXT	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.79%	1.52%	+1.27%
Volatility (6M) Calculated over the trailing 6-month period	9.31%	2.78%	+6.53%
Volatility (1Y) Calculated over the trailing 1-year period	12.42%	3.87%	+8.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.10%	5.04%	+11.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.10%	5.04%	+11.06%

STRV vs. STXT - Expense Ratio Comparison

STRV has a 0.05% expense ratio, which is lower than STXT's 0.49% expense ratio.

Dividends

STRV vs. STXT - Dividend Comparison

STRV's dividend yield for the trailing twelve months is around 1.02%, less than STXT's 4.72% yield.

Position	TTM	2025	2024	2023	2022
STRV Strive 500 ETF	1.02%	1.05%	1.13%	1.21%	0.37%
STXT Strive Total Return Bond ETF	4.72%	4.93%	5.15%	1.82%	0.00%

Frequently Asked Questions

Can I hold both STRV and STXT in my portfolio?

STRV and STXT have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STRV or STXT?

STRV has higher volatility (2.79%) compared to STXT (1.52%). In terms of maximum drawdown, STRV dropped -19.00% vs STXT's -5.27%.

Which ETF is better, STRV or STXT?

On 1-year performance, STRV leads with 28.16% vs 3.92% for STXT. On fees, STRV is cheaper at 0.05% per year. On volatility, STXT has been the lower-risk option at 1.52%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, STRV or STXT?

Over the 1-year period, STRV has performed better with a 28.16% return vs 3.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, STRV or STXT?

STRV is cheaper with a 0.05% expense ratio, compared with 0.49% for STXT.

Which ETF pays a higher dividend yield, STRV or STXT?

STXT has the higher dividend yield at 4.72%, compared with 1.02% for STRV.

What is the main difference between STRV and STXT?

STRV is categorized as Large Cap Growth Equities, while STXT is Intermediate Core-Plus Bond. STRV tracks Bloomberg US Large Cap Index, while STXT tracks Bloomberg US Aggregate Bond Index. Their fees differ too: 0.05% for STRV and 0.49% for STXT.

Which has better risk-adjusted returns?

STRV currently has the higher Sharpe Ratio (2.28 vs 1.02), 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.