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STRV vs. VOO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

STRV vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 500 ETF (STRV) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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STRV vs. VOO - Yearly Performance Comparison


2026 (YTD)2025202420232022
STRV
Strive 500 ETF
-4.52%17.95%25.13%27.70%-1.96%
VOO
Vanguard S&P 500 ETF
-4.42%17.82%24.98%26.32%-1.14%

Returns By Period

The year-to-date returns for both investments are quite close, with STRV having a -4.52% return and VOO slightly higher at -4.42%.


STRV

1D
3.15%
1M
-4.68%
YTD
-4.52%
6M
-2.29%
1Y
17.78%
3Y*
18.56%
5Y*
10Y*

VOO

1D
2.86%
1M
-5.01%
YTD
-4.42%
6M
-1.84%
1Y
17.67%
3Y*
18.27%
5Y*
11.75%
10Y*
14.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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STRV vs. VOO - Expense Ratio Comparison

STRV has a 0.05% expense ratio, which is higher than VOO's 0.03% 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%.


Return for Risk

STRV vs. VOO — Risk / Return Rank

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

STRV
STRV Risk / Return Rank: 6262
Overall Rank
STRV Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
STRV Sortino Ratio Rank: 6060
Sortino Ratio Rank
STRV Omega Ratio Rank: 6161
Omega Ratio Rank
STRV Calmar Ratio Rank: 6363
Calmar Ratio Rank
STRV Martin Ratio Rank: 7272
Martin Ratio Rank

VOO
VOO Risk / Return Rank: 6565
Overall Rank
VOO Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 6262
Sortino Ratio Rank
VOO Omega Ratio Rank: 6666
Omega Ratio Rank
VOO Calmar Ratio Rank: 6565
Calmar Ratio Rank
VOO Martin Ratio Rank: 7575
Martin Ratio Rank
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. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 500 ETF (STRV) and Vanguard S&P 500 ETF (VOO). 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.


STRVVOODifference

Sharpe ratio

Return per unit of total volatility

0.97

0.98

-0.01

Sortino ratio

Return per unit of downside risk

1.49

1.50

0.00

Omega ratio

Gain probability vs. loss probability

1.22

1.23

-0.01

Calmar ratio

Return relative to maximum drawdown

1.55

1.53

+0.01

Martin ratio

Return relative to average drawdown

7.13

7.29

-0.16

STRV vs. VOO - Sharpe Ratio Comparison

The current STRV Sharpe Ratio is 0.97, which is comparable to the VOO Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of STRV and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


STRVVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

0.98

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

1.08

0.83

+0.25

Correlation

The correlation between STRV and VOO is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

STRV vs. VOO - Dividend Comparison

STRV's dividend yield for the trailing twelve months is around 1.19%, which matches VOO's 1.19% yield.


TTM20252024202320222021202020192018201720162015
STRV
Strive 500 ETF
1.19%1.05%1.13%1.21%0.37%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.19%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Drawdowns

STRV vs. VOO - Drawdown Comparison

The maximum STRV drawdown since its inception was -19.00%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for STRV and VOO.


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Drawdown Indicators


STRVVOODifference

Max Drawdown

Largest peak-to-trough decline

-19.00%

-33.99%

+14.99%

Max Drawdown (1Y)

Largest decline over 1 year

-12.08%

-11.98%

-0.10%

Max Drawdown (5Y)

Largest decline over 5 years

-24.52%

Max Drawdown (10Y)

Largest decline over 10 years

-33.99%

Current Drawdown

Current decline from peak

-6.44%

-6.29%

-0.15%

Average Drawdown

Average peak-to-trough decline

-2.32%

-3.72%

+1.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.62%

2.52%

+0.10%

Volatility

STRV vs. VOO - Volatility Comparison

Strive 500 ETF (STRV) has a higher volatility of 5.63% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that STRV's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STRVVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.63%

5.29%

+0.34%

Volatility (6M)

Calculated over the trailing 6-month period

9.81%

9.44%

+0.37%

Volatility (1Y)

Calculated over the trailing 1-year period

18.50%

18.10%

+0.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.28%

16.82%

-0.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.28%

17.99%

-1.71%