STXF vs. SPXM
STXF (Strive 500 ETF) and SPXM (Azoria 500 Meritocracy ETF) are both Large Cap Blend Equities funds. STXF is passively managed, while SPXM is actively managed. A 0.52 correlation means they provide meaningful diversification when combined. STXF charges 0.05%/yr vs 0.47%/yr for SPXM.
Performance
STXF vs. SPXM - Performance Comparison
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Returns By Period
STXF
- 1D
- -0.02%
- 1M
- -1.03%
- 6M
- 9.95%
- YTD
- 10.21%
- 1Y
- 20.76%
- 3Y*
- 20.80%
- 5Y*
- —
- 10Y*
- —
SPXM
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.00%
- YTD
- 0.00%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STXF vs. SPXM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STXF Strive 500 ETF | 10.21% | 10.44% |
SPXM Azoria 500 Meritocracy ETF | 0.00% | 9.27% |
Correlation
The correlation between STXF and SPXM is 0.52, 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 Jul 8, 2025 | 0.52 |
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Return for Risk
STXF vs. SPXM — Risk / Return Rank
STXF
SPXM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
STXF vs. SPXM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 500 ETF (STXF) and Azoria 500 Meritocracy ETF (SPXM). 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 | SPXM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.30 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | — | — |
| Martin ratioReturn relative to average drawdown | 10.11 | — | — |
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Drawdowns
STXF vs. SPXM - Drawdown Comparison
The maximum STXF drawdown since its inception was -19.00%, which is greater than SPXM's maximum drawdown of -5.08%. Use the drawdown chart below to compare losses from any high point for STXF and SPXM.
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Drawdown Indicators
| STXF | SPXM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.00% | -5.08% | -13.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.00% | — | — |
Current DrawdownCurrent decline from peak | -1.35% | -0.75% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -2.30% | -0.78% | -1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | — | — |
Volatility
STXF vs. SPXM - Volatility Comparison
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Volatility by Period
| STXF | SPXM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.07% | 7.75% | +5.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.14% | 7.75% | +8.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 7.75% | +8.39% |
STXF vs. SPXM - Expense Ratio Comparison
STXF has a 0.05% expense ratio, which is lower than SPXM's 0.47% expense ratio.
Dividends
STXF vs. SPXM - Dividend Comparison
STXF's dividend yield for the trailing twelve months is around 1.19%, more than SPXM's 0.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
SPXM Azoria 500 Meritocracy ETF | 0.24% | 0.24% | 0.00% | 0.00% | 0.00% |
STXF Strive 500 ETF | 1.19% | 1.05% | 1.13% | 1.21% | 0.37% |
Frequently Asked Questions
STXF and SPXM have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, STXF is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
STXF is cheaper with a 0.05% expense ratio, compared with 0.47% for SPXM.
STXF has the higher dividend yield at 1.19%, compared with 0.24% for SPXM.
They also come from different issuers: Strive and Azoria. Their fees differ too: 0.05% for STXF and 0.47% for SPXM.
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