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STXD vs. FDVV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

STXD vs. FDVV - Performance Comparison

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

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STXD vs. FDVV - Yearly Performance Comparison


2026 (YTD)2025202420232022
STXD
Strive 1000 Dividend Growth ETF
-3.89%14.79%14.51%13.94%-0.18%
FDVV
Fidelity High Dividend ETF
-1.78%17.08%21.81%18.00%-1.05%

Returns By Period

In the year-to-date period, STXD achieves a -3.89% return, which is significantly lower than FDVV's -1.78% return.


STXD

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

FDVV

1D
2.35%
1M
-5.66%
YTD
-1.78%
6M
0.65%
1Y
14.82%
3Y*
16.89%
5Y*
12.68%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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STXD vs. FDVV - Expense Ratio Comparison

STXD has a 0.35% expense ratio, which is higher than FDVV's 0.29% expense ratio.


Return for Risk

STXD vs. FDVV — Risk / Return Rank

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

STXD
STXD Risk / Return Rank: 4141
Overall Rank
STXD Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
STXD Sortino Ratio Rank: 3838
Sortino Ratio Rank
STXD Omega Ratio Rank: 3737
Omega Ratio Rank
STXD Calmar Ratio Rank: 4343
Calmar Ratio Rank
STXD Martin Ratio Rank: 4848
Martin Ratio Rank

FDVV
FDVV Risk / Return Rank: 6060
Overall Rank
FDVV Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
FDVV Sortino Ratio Rank: 5858
Sortino Ratio Rank
FDVV Omega Ratio Rank: 6565
Omega Ratio Rank
FDVV Calmar Ratio Rank: 5757
Calmar Ratio Rank
FDVV Martin Ratio Rank: 6363
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.

STXD vs. FDVV - Risk-Adjusted Trends Comparison

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


STXDFDVVDifference

Sharpe ratio

Return per unit of total volatility

0.68

0.97

-0.29

Sortino ratio

Return per unit of downside risk

1.08

1.41

-0.33

Omega ratio

Gain probability vs. loss probability

1.15

1.23

-0.08

Calmar ratio

Return relative to maximum drawdown

1.10

1.29

-0.19

Martin ratio

Return relative to average drawdown

4.64

5.68

-1.04

STXD vs. FDVV - Sharpe Ratio Comparison

The current STXD Sharpe Ratio is 0.68, which is comparable to the FDVV Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of STXD and FDVV, 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


STXDFDVVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

0.97

-0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

0.74

+0.13

Correlation

The correlation between STXD and FDVV is 0.85, 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. FDVV - Dividend Comparison

STXD's dividend yield for the trailing twelve months is around 1.32%, less than FDVV's 3.00% yield.


TTM2025202420232022202120202019201820172016
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%
FDVV
Fidelity High Dividend ETF
3.00%2.89%2.94%3.77%3.44%2.70%3.19%3.93%4.05%3.66%1.04%

Drawdowns

STXD vs. FDVV - Drawdown Comparison

The maximum STXD drawdown since its inception was -14.87%, smaller than the maximum FDVV drawdown of -40.25%. Use the drawdown chart below to compare losses from any high point for STXD and FDVV.


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Drawdown Indicators


STXDFDVVDifference

Max Drawdown

Largest peak-to-trough decline

-14.87%

-40.25%

+25.38%

Max Drawdown (1Y)

Largest decline over 1 year

-10.94%

-12.34%

+1.40%

Max Drawdown (5Y)

Largest decline over 5 years

-20.18%

Current Drawdown

Current decline from peak

-7.02%

-7.04%

+0.02%

Average Drawdown

Average peak-to-trough decline

-2.02%

-3.85%

+1.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.60%

2.81%

-0.21%

Volatility

STXD vs. FDVV - Volatility Comparison

Strive 1000 Dividend Growth ETF (STXD) has a higher volatility of 4.78% compared to Fidelity High Dividend ETF (FDVV) at 4.48%. This indicates that STXD's price experiences larger fluctuations and is considered to be riskier than FDVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STXDFDVVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.78%

4.48%

+0.30%

Volatility (6M)

Calculated over the trailing 6-month period

8.85%

7.68%

+1.17%

Volatility (1Y)

Calculated over the trailing 1-year period

16.30%

15.34%

+0.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.16%

14.74%

-1.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.16%

17.09%

-3.93%