STXD vs. FDGFX

Last updated Apr 1, 2026

Compare and contrast key facts about Strive 1000 Dividend Growth ETF (STXD) and Fidelity Dividend Growth Fund (FDGFX).

STXD is a passively managed fund by Strive that tracks the performance of the Bloomberg US 1000 Dividend Growth Index. It was launched on Nov 9, 2022. FDGFX is managed by Fidelity. It was launched on Apr 27, 1993.

Performance

STXD vs. FDGFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 1000 Dividend Growth ETF (STXD) and Fidelity Dividend Growth Fund (FDGFX). The values are adjusted to include any dividend payments, if applicable.

STXD vs. FDGFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
STXD Strive 1000 Dividend Growth ETF	-3.89%	14.79%	14.51%	13.94%	-0.18%
FDGFX Fidelity Dividend Growth Fund	-3.17%	22.48%	27.58%	17.86%	-0.63%

Returns By Period

In the year-to-date period, STXD achieves a -3.89% return, which is significantly lower than FDGFX's -3.17% return.

STXD

• 1D: 2.41%
• 1M: -6.18%
• YTD: -3.89%
• 6M: -2.19%
• 1Y: 11.03%
• 3Y*: 12.26%
• 5Y*: —
• 10Y*: —

FDGFX

• 1D: -0.63%
• 1M: -9.11%
• YTD: -3.17%
• 6M: 1.77%
• 1Y: 25.21%
• 3Y*: 20.48%
• 5Y*: 13.17%
• 10Y*: 12.06%

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

STXD vs. FDGFX - Expense Ratio Comparison

STXD has a 0.35% expense ratio, which is lower than FDGFX's 0.48% expense ratio.

FDGFX

Fidelity Dividend Growth Fund

STXD

Strive 1000 Dividend Growth ETF

Return for Risk

STXD vs. FDGFX — Risk / Return Rank

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

STXD

STXD Risk / Return Rank: 41
STXD Sharpe Ratio Rank: 37
STXD Sortino Ratio Rank: 38
STXD Omega Ratio Rank: 37
STXD Calmar Ratio Rank: 43
STXD Martin Ratio Rank: 48

FDGFX

FDGFX Risk / Return Rank: 79
FDGFX Sharpe Ratio Rank: 76
FDGFX Sortino Ratio Rank: 77
FDGFX Omega Ratio Rank: 78
FDGFX Calmar Ratio Rank: 80
FDGFX Martin Ratio Rank: 84

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.

STXD vs. FDGFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Dividend Growth ETF (STXD) and Fidelity Dividend Growth Fund (FDGFX). 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.

	STXD	FDGFX	Difference
Sharpe ratio Return per unit of total volatility	0.68	1.35	-0.67
Sortino ratio Return per unit of downside risk	1.08	1.91	-0.83
Omega ratio Gain probability vs. loss probability	1.15	1.30	-0.15
Calmar ratio Return relative to maximum drawdown	1.10	1.88	-0.77
Martin ratio Return relative to average drawdown	4.64	8.47	-3.83
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

STXD vs. FDGFX - Sharpe Ratio Comparison

The current STXD Sharpe Ratio is 0.68, which is lower than the FDGFX Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of STXD and FDGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	STXD	FDGFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.68	1.35	-0.67
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.80	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.63	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.87	0.50	+0.37

Correlation

The correlation between STXD and FDGFX is 0.82, 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

STXD vs. FDGFX - Dividend Comparison

STXD's dividend yield for the trailing twelve months is around 1.32%, less than FDGFX's 9.66% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
STXD Strive 1000 Dividend Growth ETF	1.32%	1.15%	1.23%	1.27%	0.28%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FDGFX Fidelity Dividend Growth Fund	9.66%	9.35%	9.81%	3.48%	11.46%	7.81%	1.89%	4.84%	22.93%	15.35%	1.58%	8.44%

Drawdowns

STXD vs. FDGFX - Drawdown Comparison

The maximum STXD drawdown since its inception was -14.87%, smaller than the maximum FDGFX drawdown of -60.77%. Use the drawdown chart below to compare losses from any high point for STXD and FDGFX.

Drawdown Indicators

	STXD	FDGFX	Difference
Max Drawdown Largest peak-to-trough decline	-14.87%	-60.77%	+45.90%
Max Drawdown (1Y) Largest decline over 1 year	-10.94%	-12.19%	+1.25%
Max Drawdown (5Y) Largest decline over 5 years	—	-21.37%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-41.29%	—
Current Drawdown Current decline from peak	-7.02%	-10.16%	+3.14%
Average Drawdown Average peak-to-trough decline	-2.02%	-7.56%	+5.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.60%	2.70%	-0.10%

Volatility

STXD vs. FDGFX - Volatility Comparison

The current volatility for Strive 1000 Dividend Growth ETF (STXD) is 4.78%, while Fidelity Dividend Growth Fund (FDGFX) has a volatility of 5.29%. This indicates that STXD experiences smaller price fluctuations and is considered to be less risky than FDGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STXD	FDGFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.78%	5.29%	-0.51%
Volatility (6M) Calculated over the trailing 6-month period	8.85%	10.50%	-1.65%
Volatility (1Y) Calculated over the trailing 1-year period	16.30%	18.90%	-2.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.16%	16.50%	-3.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.16%	19.14%	-5.98%