STXD vs. STRV
Compare and contrast key facts about Strive 1000 Dividend Growth ETF (STXD) and Strive 500 ETF (STRV).
STXD and STRV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STXD is a passively managed fund by Strive that tracks the performance of the Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross. It was launched on Nov 9, 2022. STRV is a passively managed fund by Strive that tracks the performance of the Bloomberg US Large Cap Index. It was launched on Sep 15, 2022. Both STXD and STRV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STXD or STRV.
Key characteristics
| STXD | STRV | |
|---|---|---|
| YTD Return | 16.33% | 18.50% |
| 1Y Return | 24.19% | 28.13% |
| Sharpe Ratio | 1.72 | 2.13 |
| Daily Std Dev | 13.84% | 13.07% |
| Max Drawdown | -9.56% | -9.84% |
| Current Drawdown | -0.67% | -0.83% |
Correlation
The correlation between STXD and STRV is 0.88, 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.
Performance
STXD vs. STRV - Performance Comparison
In the year-to-date period, STXD achieves a 16.33% return, which is significantly lower than STRV's 18.50% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
STXD vs. STRV - Expense Ratio Comparison
STXD has a 0.35% expense ratio, which is higher than STRV's 0.05% expense ratio.
Risk-Adjusted Performance
STXD vs. STRV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Dividend Growth ETF (STXD) and Strive 500 ETF (STRV). 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.
Dividends
STXD vs. STRV - Dividend Comparison
STXD's dividend yield for the trailing twelve months is around 1.26%, more than STRV's 1.13% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
STXD Strive 1000 Dividend Growth ETF | 1.26% | 1.27% | 0.28% |
STRV Strive 500 ETF | 1.13% | 1.21% | 0.37% |
Drawdowns
STXD vs. STRV - Drawdown Comparison
The maximum STXD drawdown since its inception was -9.56%, roughly equal to the maximum STRV drawdown of -9.84%. Use the drawdown chart below to compare losses from any high point for STXD and STRV. For additional features, visit the drawdowns tool.
Volatility
STXD vs. STRV - Volatility Comparison
The current volatility for Strive 1000 Dividend Growth ETF (STXD) is 3.17%, while Strive 500 ETF (STRV) has a volatility of 4.03%. This indicates that STXD experiences smaller price fluctuations and is considered to be less risky than STRV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.