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STXF vs. BUXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

STXF vs. BUXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 500 ETF (STXF) and Strive Enhanced Income Short Maturity ETF (BUXX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, STXF achieves a 8.95% return, which is significantly higher than BUXX's 1.81% return.


STXF

1D
0.50%
1M
0.11%
YTD
8.95%
6M
9.14%
1Y
24.01%
3Y*
21.18%
5Y*
10Y*

BUXX

1D
0.05%
1M
0.50%
YTD
1.81%
6M
2.14%
1Y
4.41%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

STXF vs. BUXX - Yearly Performance Comparison


2026 (YTD)202520242023
STXF
Strive 500 ETF
8.95%17.95%25.13%8.02%
BUXX
Strive Enhanced Income Short Maturity ETF
1.81%4.84%6.18%2.86%

Correlation

The correlation between STXF and BUXX is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (All Time)
Calculated using the full available price history since Aug 10, 2023

0.08

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Return for Risk

STXF vs. BUXX — Risk / Return Rank

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

STXF
STXF Risk / Return Rank: 6262
Overall Rank
STXF Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
STXF Sortino Ratio Rank: 6262
Sortino Ratio Rank
STXF Omega Ratio Rank: 6161
Omega Ratio Rank
STXF Calmar Ratio Rank: 5858
Calmar Ratio Rank
STXF Martin Ratio Rank: 6969
Martin Ratio Rank

BUXX
BUXX Risk / Return Rank: 9797
Overall Rank
BUXX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
BUXX Sortino Ratio Rank: 9797
Sortino Ratio Rank
BUXX Omega Ratio Rank: 9797
Omega Ratio Rank
BUXX Calmar Ratio Rank: 9898
Calmar Ratio Rank
BUXX Martin Ratio Rank: 9898
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.

STXF vs. BUXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 500 ETF (STXF) and Strive Enhanced Income Short Maturity ETF (BUXX). 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.


STXFBUXXDifference
Sharpe ratioReturn per unit of total volatility

-1.81

Sortino ratioReturn per unit of downside risk

-3.64

Omega ratioGain probability vs. loss probability

1.33

1.90

-0.57

Calmar ratioReturn relative to maximum drawdown

2.60

15.03

-12.43

Martin ratioReturn relative to average drawdown

11.44

62.13

-50.69

STXF vs. BUXX - Sharpe Ratio Comparison

The current STXF Sharpe Ratio is 1.87, which is lower than the BUXX Sharpe Ratio of 3.68. The chart below compares the historical Sharpe Ratios of STXF and BUXX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

STXF vs. BUXX - Drawdown Comparison

The maximum STXF drawdown since its inception was -19.00%, which is greater than BUXX's maximum drawdown of -0.60%. Use the drawdown chart below to compare losses from any high point for STXF and BUXX.


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Drawdown Indicators


STXFBUXXDifference

Max Drawdown

Largest peak-to-trough decline

-19.00%

-0.60%

-18.40%

Max Drawdown (1Y)

Largest decline over 1 year

-9.29%

-0.29%

-9.00%

Max Drawdown (3Y)

Largest decline over 3 years

-19.00%

Current Drawdown

Current decline from peak

-2.48%

0.00%

-2.48%

Average Drawdown

Average peak-to-trough decline

-2.30%

-0.05%

-2.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.11%

0.07%

+2.04%

Volatility

STXF vs. BUXX - Volatility Comparison

Strive 500 ETF (STXF) has a higher volatility of 4.41% compared to Strive Enhanced Income Short Maturity ETF (BUXX) at 0.26%. This indicates that STXF's price experiences larger fluctuations and is considered to be riskier than BUXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STXFBUXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.41%

0.26%

+4.15%

Volatility (6M)

Calculated over the trailing 6-month period

10.02%

0.75%

+9.27%

Volatility (1Y)

Calculated over the trailing 1-year period

12.90%

1.20%

+11.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.15%

1.45%

+14.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.15%

1.45%

+14.70%

STXF vs. BUXX - Expense Ratio Comparison

STXF has a 0.05% expense ratio, which is lower than BUXX's 0.26% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

STXF vs. BUXX - Dividend Comparison

STXF's dividend yield for the trailing twelve months is around 1.04%, less than BUXX's 4.72% yield.


PositionTTM2025202420232022
BUXX
Strive Enhanced Income Short Maturity ETF
4.72%4.95%5.55%1.92%0.00%
STXF
Strive 500 ETF
1.04%1.05%1.13%1.21%0.37%

Frequently Asked Questions


STXF and BUXX have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

STXF has higher volatility (4.41%) compared to BUXX (0.26%). In terms of maximum drawdown, STXF dropped -19.00% vs BUXX's -0.60%.

On 1-year performance, STXF leads with 24.01% vs 4.41% for BUXX. On fees, STXF is cheaper at 0.05% per year. On volatility, BUXX has been the lower-risk option at 0.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, STXF has performed better with a 24.01% return vs 4.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

STXF is cheaper with a 0.05% expense ratio, compared with 0.26% for BUXX.

BUXX has the higher dividend yield at 4.72%, compared with 1.04% for STXF.

STXF is categorized as Large Cap Blend Equities, while BUXX is Ultrashort Bond. Their fees differ too: 0.05% for STXF and 0.26% for BUXX.

BUXX currently has the higher Sharpe Ratio (3.68 vs 1.87), 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.

Portfolio Optimizer

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