STXD vs. ITOT

Last updated Jun 5, 2026

STXD (Strive 1000 Dividend Growth ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Blend Equities funds - STXD tracks the Bloomberg US 1000 Dividend Growth Index while ITOT tracks the S&P Total Market Index. Both are passively managed. Over the past 3 years, STXD returned 15.37%/yr vs 22.39%/yr for ITOT. Their correlation of 0.88 suggests significant overlap in exposure. STXD charges 0.35%/yr vs 0.03%/yr for ITOT.

Performance

STXD vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 1000 Dividend Growth ETF (STXD) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STXD achieves a 6.00% return, which is significantly lower than ITOT's 11.78% return.

STXD

• 1D: 0.35%
• 1M: 3.17%
• YTD: 6.00%
• 6M: 6.23%
• 1Y: 17.04%
• 3Y*: 15.37%
• 5Y*: —
• 10Y*: —

ITOT

• 1D: 0.48%
• 1M: 4.64%
• YTD: 11.78%
• 6M: 11.52%
• 1Y: 28.81%
• 3Y*: 22.39%
• 5Y*: 12.80%
• 10Y*: 15.01%

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

STXD vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
STXD Strive 1000 Dividend Growth ETF	6.00%	14.79%	14.51%	13.94%	-0.18%
ITOT iShares Core S&P Total U.S. Stock Market ETF	11.78%	17.00%	23.80%	26.12%	-2.98%

Correlation

The correlation between STXD and ITOT is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.84
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (All Time) Calculated using the full available price history since Nov 11, 2022	0.88

The correlation between STXD and ITOT has been stable across timeframes, ranging from 0.84 to 0.88 - a consistent structural relationship.

STXD vs. ITOT - Sectors Allocation Comparison

Sectors	STXD	ITOT
Technology	28.4%	33.8%
Financial Services	23.6%	12.1%
Industrials	15.1%	9.5%
Healthcare	12.0%	9.0%
Consumer Cyclical	8.3%	10.1%
Consumer Defensive	3.8%	4.7%
Real Estate	3.2%	2.4%
Basic Materials	2.9%	2.1%
Utilities	2.4%	2.3%
Energy	0.2%	3.7%
Communication Services	0.1%	10.3%

Return for Risk

STXD vs. ITOT — Risk / Return Rank

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

STXD

STXD Risk / Return Rank: 43
STXD Sharpe Ratio Rank: 43
STXD Sortino Ratio Rank: 45
STXD Omega Ratio Rank: 41
STXD Calmar Ratio Rank: 38
STXD Martin Ratio Rank: 47

ITOT

ITOT Risk / Return Rank: 73
ITOT Sharpe Ratio Rank: 74
ITOT Sortino Ratio Rank: 73
ITOT Omega Ratio Rank: 72
ITOT Calmar Ratio Rank: 66
ITOT Martin Ratio Rank: 78

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. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Dividend Growth ETF (STXD) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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	ITOT	Difference
Sharpe ratio: Return per unit of total volatility	1.49	2.37	-0.88
Sortino ratio: Return per unit of downside risk	2.20	3.24	-1.03
Omega ratio: Gain probability vs. loss probability	1.26	1.43	-0.17
Calmar ratio: Return relative to maximum drawdown	1.86	3.25	-1.39
Martin ratio: Return relative to average drawdown	7.67	14.92	-7.25
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. ITOT - Sharpe Ratio Comparison

The current STXD Sharpe Ratio is 1.49, which is lower than the ITOT Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of STXD and ITOT, 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

	STXD	ITOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.49	2.37	-0.88
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.06	0.57	+0.49

Drawdowns

STXD vs. ITOT - Drawdown Comparison

The maximum STXD drawdown since its inception was -14.87%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for STXD and ITOT.

Drawdown Indicators

	STXD	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	-14.87%	-55.20%	+40.33%
Max Drawdown (1Y) Largest decline over 1 year	-9.21%	-8.90%	-0.31%
Max Drawdown (3Y) Largest decline over 3 years	-14.87%	-19.44%	+4.57%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	0.00%	-0.25%	+0.25%
Average Drawdown Average peak-to-trough decline	-1.99%	-6.97%	+4.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.23%	1.94%	+0.29%

Volatility

STXD vs. ITOT - Volatility Comparison

Strive 1000 Dividend Growth ETF (STXD) and iShares Core S&P Total U.S. Stock Market ETF (ITOT) have volatilities of 2.80% and 2.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STXD	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.80%	2.94%	-0.14%
Volatility (6M) Calculated over the trailing 6-month period	8.86%	9.14%	-0.28%
Volatility (1Y) Calculated over the trailing 1-year period	11.47%	12.19%	-0.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.10%	17.35%	-4.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.10%	18.26%	-5.16%

STXD vs. ITOT - Expense Ratio Comparison

STXD has a 0.35% expense ratio, which is higher than ITOT's 0.03% expense ratio.

Dividends

STXD vs. ITOT - Dividend Comparison

STXD's dividend yield for the trailing twelve months is around 1.20%, more than ITOT's 0.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ITOT iShares Core S&P Total U.S. Stock Market ETF	0.97%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%
STXD Strive 1000 Dividend Growth ETF	1.20%	1.15%	1.23%	1.27%	0.28%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both STXD and ITOT in my portfolio?

STXD and ITOT have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STXD or ITOT?

ITOT has higher volatility (2.94%) compared to STXD (2.80%). In terms of maximum drawdown, STXD dropped -14.87% vs ITOT's -55.20%.

Which ETF is better, STXD or ITOT?

On 3-year performance, ITOT leads with 22.39% vs 15.37% for STXD. On fees, ITOT is cheaper at 0.03% per year. On volatility, STXD has been the lower-risk option at 2.80%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, STXD or ITOT?

Over the 3-year period, ITOT has performed better with a 22.39% return vs 15.37%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, STXD or ITOT?

ITOT is cheaper with a 0.03% expense ratio, compared with 0.35% for STXD.

Which ETF pays a higher dividend yield, STXD or ITOT?

STXD has the higher dividend yield at 1.20%, compared with 0.97% for ITOT.

What is the main difference between STXD and ITOT?

STXD tracks Bloomberg US 1000 Dividend Growth Index, while ITOT tracks S&P Total Market Index. They also come from different issuers: Strive and iShares. Their fees differ too: 0.35% for STXD and 0.03% for ITOT.

Which has better risk-adjusted returns?

ITOT currently has the higher Sharpe Ratio (2.37 vs 1.49), 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.