STXD vs. TEXN

Last updated Jun 24, 2026

STXD (Strive 1000 Dividend Growth ETF) and TEXN (iShares Texas Equity ETF) are both Large Cap Blend Equities funds - STXD tracks the Bloomberg US 1000 Dividend Growth Index while TEXN tracks the Russell Texas Equity Index. Both are passively managed. Over the past year, STXD returned 16.12% vs 30.05% for TEXN. A 0.56 correlation means they provide meaningful diversification when combined. STXD charges 0.35%/yr vs 0.20%/yr for TEXN.

Performance

STXD vs. TEXN - Performance Comparison

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

Returns By Period

In the year-to-date period, STXD achieves a 5.46% return, which is significantly lower than TEXN's 20.05% return.

STXD

• 1D: -1.43%
• 1M: 1.82%
• YTD: 5.46%
• 6M: 4.74%
• 1Y: 16.12%
• 3Y*: 14.62%
• 5Y*: —
• 10Y*: —

TEXN

• 1D: -1.33%
• 1M: -2.29%
• YTD: 20.05%
• 6M: 18.60%
• 1Y: 30.05%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

STXD vs. TEXN - Yearly Performance Comparison

	2026 (YTD)	2025
STXD Strive 1000 Dividend Growth ETF	5.46%	10.11%
TEXN iShares Texas Equity ETF	20.05%	8.33%

Correlation

The correlation between STXD and TEXN is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.56

STXD vs. TEXN - Sectors Allocation Comparison

Sectors	STXD	TEXN
Technology	25.3%	20.6%
Financial Services	24.6%	3.9%
Industrials	16.0%	16.3%
Healthcare	12.7%	2.7%
Consumer Cyclical	8.5%	11.6%
Consumer Defensive	3.6%	2.1%
Real Estate	3.2%	3.9%
Basic Materials	3.0%	0.7%
Utilities	2.2%	2.7%
Energy	0.2%	32.3%
Communication Services	0.1%	3.3%

Return for Risk

STXD vs. TEXN — 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: 41
STXD Sortino Ratio Rank: 42
STXD Omega Ratio Rank: 38
STXD Calmar Ratio Rank: 38
STXD Martin Ratio Rank: 46

TEXN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. TEXN - Risk-Adjusted Trends Comparison

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

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	STXD	TEXN	Difference
Sharpe ratio: Return per unit of total volatility	1.37	—	—
Sortino ratio: Return per unit of downside risk	2.02	—	—
Omega ratio: Gain probability vs. loss probability	1.24	—	—
Calmar ratio: Return relative to maximum drawdown	1.76	—	—
Martin ratio: Return relative to average drawdown	7.26	—	—

Drawdowns

STXD vs. TEXN - Drawdown Comparison

The maximum STXD drawdown since its inception was -14.87%, which is greater than TEXN's maximum drawdown of -6.34%. Use the drawdown chart below to compare losses from any high point for STXD and TEXN.

Drawdown Indicators

	STXD	TEXN	Difference
Max Drawdown Largest peak-to-trough decline	-14.87%	-6.34%	-8.53%
Max Drawdown (1Y) Largest decline over 1 year	-9.21%	-6.34%	-2.87%
Max Drawdown (3Y) Largest decline over 3 years	-14.87%	—	—
Current Drawdown Current decline from peak	-1.72%	-4.90%	+3.18%
Average Drawdown Average peak-to-trough decline	-1.98%	-1.24%	-0.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.23%	—	—

Volatility

Volatility by Period

	STXD	TEXN	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.05%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.30%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.86%	14.50%	-2.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.18%	14.50%	-1.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.18%	14.50%	-1.32%

STXD vs. TEXN - Expense Ratio Comparison

STXD has a 0.35% expense ratio, which is higher than TEXN's 0.20% expense ratio.

Dividends

STXD vs. TEXN - Dividend Comparison

STXD's dividend yield for the trailing twelve months is around 1.20%, less than TEXN's 1.40% yield.

Position	TTM	2025	2024	2023	2022
STXD Strive 1000 Dividend Growth ETF	1.20%	1.15%	1.23%	1.27%	0.28%
TEXN iShares Texas Equity ETF	1.40%	0.86%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both STXD and TEXN in my portfolio?

STXD and TEXN have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, STXD or TEXN?

On 1-year performance, TEXN leads with 30.05% vs 16.12% for STXD. On fees, TEXN is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, STXD or TEXN?

Over the 1-year period, TEXN has performed better with a 30.05% return vs 16.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, STXD or TEXN?

TEXN is cheaper with a 0.20% expense ratio, compared with 0.35% for STXD.

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

TEXN has the higher dividend yield at 1.40%, compared with 1.20% for STXD.

What is the main difference between STXD and TEXN?

STXD tracks Bloomberg US 1000 Dividend Growth Index, while TEXN tracks Russell Texas Equity Index. They also come from different issuers: Strive and iShares. Their fees differ too: 0.35% for STXD and 0.20% for TEXN.