PortfoliosLab logoPortfoliosLab logo
STXD vs. STXG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

STXD vs. STXG - Performance Comparison

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

Loading graphics...

STXD vs. STXG - Yearly Performance Comparison


2026 (YTD)2025202420232022
STXD
Strive 1000 Dividend Growth ETF
-3.89%14.79%14.51%13.94%-0.18%
STXG
Strive 1000 Growth ETF
-7.67%17.82%28.53%35.95%-3.74%

Returns By Period

In the year-to-date period, STXD achieves a -3.89% return, which is significantly higher than STXG's -7.67% return.


STXD

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

STXG

1D
3.58%
1M
-5.36%
YTD
-7.67%
6M
-5.77%
1Y
17.75%
3Y*
19.28%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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. STXG - Expense Ratio Comparison

STXD has a 0.35% expense ratio, which is higher than STXG's 0.18% expense ratio.


Return for Risk

STXD vs. STXG — 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

STXG
STXG Risk / Return Rank: 5252
Overall Rank
STXG Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
STXG Sortino Ratio Rank: 5151
Sortino Ratio Rank
STXG Omega Ratio Rank: 5252
Omega Ratio Rank
STXG Calmar Ratio Rank: 5656
Calmar Ratio Rank
STXG Martin Ratio Rank: 5555
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. STXG - Risk-Adjusted Trends Comparison

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


STXDSTXGDifference

Sharpe ratio

Return per unit of total volatility

0.68

0.86

-0.18

Sortino ratio

Return per unit of downside risk

1.08

1.36

-0.28

Omega ratio

Gain probability vs. loss probability

1.15

1.20

-0.05

Calmar ratio

Return relative to maximum drawdown

1.10

1.44

-0.33

Martin ratio

Return relative to average drawdown

4.64

5.37

-0.73

STXD vs. STXG - Sharpe Ratio Comparison

The current STXD Sharpe Ratio is 0.68, which is comparable to the STXG Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of STXD and STXG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


STXDSTXGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

0.86

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

1.12

-0.25

Correlation

The correlation between STXD and STXG 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. STXG - Dividend Comparison

STXD's dividend yield for the trailing twelve months is around 1.32%, more than STXG's 0.55% yield.


TTM2025202420232022
STXD
Strive 1000 Dividend Growth ETF
1.32%1.15%1.23%1.27%0.28%
STXG
Strive 1000 Growth ETF
0.55%0.48%0.51%0.55%0.16%

Drawdowns

STXD vs. STXG - Drawdown Comparison

The maximum STXD drawdown since its inception was -14.87%, smaller than the maximum STXG drawdown of -21.22%. Use the drawdown chart below to compare losses from any high point for STXD and STXG.


Loading graphics...

Drawdown Indicators


STXDSTXGDifference

Max Drawdown

Largest peak-to-trough decline

-14.87%

-21.22%

+6.35%

Max Drawdown (1Y)

Largest decline over 1 year

-10.94%

-12.62%

+1.68%

Current Drawdown

Current decline from peak

-7.02%

-9.49%

+2.47%

Average Drawdown

Average peak-to-trough decline

-2.02%

-2.67%

+0.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.60%

3.37%

-0.77%

Volatility

STXD vs. STXG - Volatility Comparison

The current volatility for Strive 1000 Dividend Growth ETF (STXD) is 4.78%, while Strive 1000 Growth ETF (STXG) has a volatility of 6.45%. This indicates that STXD experiences smaller price fluctuations and is considered to be less risky than STXG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


STXDSTXGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.78%

6.45%

-1.67%

Volatility (6M)

Calculated over the trailing 6-month period

8.85%

11.42%

-2.57%

Volatility (1Y)

Calculated over the trailing 1-year period

16.30%

20.78%

-4.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.16%

17.66%

-4.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.16%

17.66%

-4.50%