STXF vs. ITOT
STXF (Strive 500 ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Blend Equities funds - STXF tracks the Bloomberg US Large Cap Index while ITOT tracks the S&P Total Market Index. Both are passively managed. Over the past 3 years, STXF returned 21.18%/yr vs 20.61%/yr for ITOT. With a 0.97 correlation, they move nearly in lockstep. STXF charges 0.05%/yr vs 0.03%/yr for ITOT.
Performance
STXF vs. ITOT - Performance Comparison
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Returns By Period
In the year-to-date period, STXF achieves a 8.95% return, which is significantly lower than ITOT's 9.69% return.
STXF
- 1D
- 0.50%
- 1M
- 0.11%
- YTD
- 8.95%
- 6M
- 9.14%
- 1Y
- 24.01%
- 3Y*
- 21.18%
- 5Y*
- —
- 10Y*
- —
ITOT
- 1D
- 0.59%
- 1M
- 0.46%
- YTD
- 9.69%
- 6M
- 9.77%
- 1Y
- 24.78%
- 3Y*
- 20.61%
- 5Y*
- 12.20%
- 10Y*
- 14.99%
STXF vs. ITOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
STXF Strive 500 ETF | 8.95% | 17.95% | 25.13% | 27.70% | -2.98% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 9.69% | 17.00% | 23.80% | 26.12% | -2.78% |
Correlation
The correlation between STXF and ITOT is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2022 | 0.97 |
The correlation between STXF and ITOT has been stable across timeframes, ranging from 0.97 to 0.98 - a consistent structural relationship.
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Return for Risk
STXF vs. ITOT — Risk / Return Rank
STXF
ITOT
STXF vs. ITOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 500 ETF (STXF) 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.
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.
| STXF | ITOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.35 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 2.80 | -0.20 |
| Martin ratioReturn relative to average drawdown | 11.44 | 12.50 | -1.05 |
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Drawdowns
STXF vs. ITOT - Drawdown Comparison
The maximum STXF drawdown since its inception was -19.00%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for STXF and ITOT.
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Drawdown Indicators
| STXF | ITOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.00% | -55.20% | +36.20% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -8.90% | -0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -19.00% | -19.44% | +0.44% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -2.48% | -2.12% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -2.30% | -6.96% | +4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 1.99% | +0.12% |
Volatility
STXF vs. ITOT - Volatility Comparison
Strive 500 ETF (STXF) and iShares Core S&P Total U.S. Stock Market ETF (ITOT) have volatilities of 4.41% and 4.57%, 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.
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Volatility by Period
| STXF | ITOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.57% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 10.02% | 9.85% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 12.69% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.15% | 17.43% | -1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.15% | 18.29% | -2.14% |
STXF vs. ITOT - Expense Ratio Comparison
STXF has a 0.05% expense ratio, which is higher than ITOT's 0.03% expense ratio. However, 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. ITOT - Dividend Comparison
STXF's dividend yield for the trailing twelve months is around 1.04%, more than ITOT's 0.99% 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 | 0.99% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
STXF Strive 500 ETF | 1.04% | 1.05% | 1.13% | 1.21% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.98, STXF and ITOT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
ITOT has higher volatility (4.57%) compared to STXF (4.41%). In terms of maximum drawdown, STXF dropped -19.00% vs ITOT's -55.20%.
On 3-year performance, STXF leads with 21.18% vs 20.61% for ITOT. On fees, ITOT is cheaper at 0.03% per year. On volatility, STXF has been the lower-risk option at 4.41%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, STXF has performed better with a 21.18% return vs 20.61%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ITOT is cheaper with a 0.03% expense ratio, compared with 0.05% for STXF.
STXF has the higher dividend yield at 1.04%, compared with 0.99% for ITOT.
STXF tracks Bloomberg US Large Cap Index, while ITOT tracks S&P Total Market Index. They also come from different issuers: Strive and iShares. Their fees differ too: 0.05% for STXF and 0.03% for ITOT.
ITOT currently has the higher Sharpe Ratio (1.96 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.
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