STXF vs. STXV
STXF (Strive 500 ETF) and STXV (Strive 1000 Value ETF) are both exchange-traded funds - STXF is a Large Cap Blend Equities fund tracking the Bloomberg US Large Cap Index, while STXV is a Large Cap Value Equities fund tracking the Bloomberg US 1000 Value. Both are passively managed. Over the past 3 years, STXF returned 19.30%/yr vs 16.90%/yr for STXV. A 0.65 correlation means they provide meaningful diversification when combined. STXF charges 0.05%/yr vs 0.18%/yr for STXV.
Performance
STXF vs. STXV - Performance Comparison
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Returns By Period
In the year-to-date period, STXF achieves a 8.89% return, which is significantly lower than STXV's 17.16% return.
STXF
- 1D
- -0.08%
- 1M
- 0.76%
- 6M
- 7.88%
- YTD
- 8.89%
- 1Y
- 17.57%
- 3Y*
- 19.30%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 19.56%
STXV
- 1D
- 0.74%
- 1M
- 3.16%
- 6M
- 12.07%
- YTD
- 17.16%
- 1Y
- 26.46%
- 3Y*
- 16.90%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
STXF Strive 500 ETF | $1.93M | $2.22M | $2.42M |
| $411.37K | $329.60K | $303.30K |
STXF vs. STXV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
STXF Strive 500 ETF | 8.89% | 17.95% | 25.13% | 27.70% | 2.49% |
STXV Strive 1000 Value ETF | 17.16% | 16.26% | 13.34% | 9.28% | -0.08% |
Correlation
The correlation between STXF and STXV is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2022 | 0.65 |
The correlation between STXF and STXV shifts across timeframes, from 0.53 (1 year) to 0.65 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
STXF vs. STXV — Risk / Return Rank
STXF
STXV
STXF vs. STXV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 500 ETF (STXF) and Strive 1000 Value ETF (STXV). 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 | STXV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.93 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.48 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.90 | 4.58 | -2.68 |
| Martin ratioReturn relative to average drawdown | 8.04 | 17.04 | -9.00 |
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Drawdowns
STXF vs. STXV - Drawdown Comparison
The maximum STXF drawdown since its inception was -19.00%, which is greater than STXV's maximum drawdown of -14.80%. Use the drawdown chart below to compare losses from any high point for STXF and STXV.
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Drawdown Indicators
| STXF | STXV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.00% | -14.80% | -4.20% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -5.81% | -3.48% |
Max Drawdown (3Y)Largest decline over 3 years | -19.00% | -14.80% | -4.20% |
Current DrawdownCurrent decline from peak | -2.54% | 0.00% | -2.54% |
Average DrawdownAverage peak-to-trough decline | -2.28% | -2.66% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 1.56% | +0.63% |
Volatility
STXF vs. STXV - Volatility Comparison
Strive 500 ETF (STXF) has a higher volatility of 3.11% compared to Strive 1000 Value ETF (STXV) at 2.43%. This indicates that STXF's price experiences larger fluctuations and is considered to be riskier than STXV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STXF | STXV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.11% | 2.43% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 10.24% | 6.87% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.14% | 9.97% | +3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.07% | 13.10% | +2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.07% | 13.10% | +2.97% |
STXF vs. STXV - Expense Ratio Comparison
STXF has a 0.05% expense ratio, which is lower than STXV's 0.18% 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. STXV - Dividend Comparison
STXF's dividend yield for the trailing twelve months is around 1.20%, less than STXV's 2.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
STXF Strive 500 ETF | 1.20% | 1.05% | 1.13% | 1.21% | 0.37% |
STXV Strive 1000 Value ETF | 2.05% | 2.37% | 2.36% | 2.05% | 0.47% |
Frequently Asked Questions
STXF and STXV have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STXF has higher volatility (3.11%) compared to STXV (2.43%). In terms of maximum drawdown, STXF dropped -19.00% vs STXV's -14.80%.
On 3-year performance, STXF leads with 19.30% vs 16.90% for STXV. On fees, STXF is cheaper at 0.05% per year. On volatility, STXV has been the lower-risk option at 2.43%. 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 19.30% return vs 16.90%. 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 0.18% for STXV.
STXV has the higher dividend yield at 2.05%, compared with 1.20% for STXF.
STXF is categorized as Large Cap Blend Equities, while STXV is Large Cap Value Equities. STXF tracks Bloomberg US Large Cap Index, while STXV tracks Bloomberg US 1000 Value. Their fees differ too: 0.05% for STXF and 0.18% for STXV.
STXV currently has the higher Sharpe Ratio (2.67 vs 1.34), 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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