STXF vs. VOO
STXF (Strive 500 ETF) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - STXF is a Large Cap Blend Equities fund tracking the Bloomberg US Large Cap Index, while VOO is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 3 years, STXF returned 21.18%/yr vs 20.95%/yr for VOO. With a 0.98 correlation, they move nearly in lockstep. STXF charges 0.05%/yr vs 0.03%/yr for VOO.
Performance
STXF vs. VOO - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with STXF having a 8.95% return and VOO slightly higher at 9.08%.
STXF
- 1D
- 0.50%
- 1M
- 0.11%
- YTD
- 8.95%
- 6M
- 9.14%
- 1Y
- 24.01%
- 3Y*
- 21.18%
- 5Y*
- —
- 10Y*
- —
VOO
- 1D
- 0.55%
- 1M
- -0.07%
- YTD
- 9.08%
- 6M
- 9.44%
- 1Y
- 24.36%
- 3Y*
- 20.95%
- 5Y*
- 13.43%
- 10Y*
- 15.50%
STXF vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
STXF Strive 500 ETF | 8.95% | 17.95% | 25.13% | 27.70% | -2.98% |
VOO Vanguard S&P 500 ETF | 9.08% | 17.82% | 24.98% | 26.32% | -2.25% |
Correlation
The correlation between STXF and VOO 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 | 0.98 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2022 | 0.98 |
The correlation between STXF and VOO has been stable across timeframes, ranging from 0.98 to 0.98 - a consistent structural relationship.
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Return for Risk
STXF vs. VOO — Risk / Return Rank
STXF
VOO
STXF vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 500 ETF (STXF) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.36 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 2.75 | -0.15 |
| Martin ratioReturn relative to average drawdown | 11.44 | 12.42 | -0.98 |
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Drawdowns
STXF vs. VOO - Drawdown Comparison
The maximum STXF drawdown since its inception was -19.00%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for STXF and VOO.
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Drawdown Indicators
| STXF | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.00% | -33.99% | +14.99% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -8.90% | -0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -19.00% | -18.69% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -2.48% | -2.34% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -2.30% | -3.68% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 1.97% | +0.14% |
Volatility
STXF vs. VOO - Volatility Comparison
Strive 500 ETF (STXF) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.41% and 4.34%, 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 | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.34% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.02% | 9.58% | +0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 12.27% | +0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.15% | 16.88% | -0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.15% | 18.03% | -1.88% |
STXF vs. VOO - Expense Ratio Comparison
STXF has a 0.05% expense ratio, which is higher than VOO'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. VOO - Dividend Comparison
STXF's dividend yield for the trailing twelve months is around 1.04%, which matches VOO's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | 1.05% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
With a correlation of 0.98, STXF and VOO 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.
STXF has higher volatility (4.41%) compared to VOO (4.34%). In terms of maximum drawdown, STXF dropped -19.00% vs VOO's -33.99%.
On 3-year performance, STXF leads with 21.18% vs 20.95% for VOO. On fees, VOO is cheaper at 0.03% per year. Their volatility is very similar. 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 20.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VOO is cheaper with a 0.03% expense ratio, compared with 0.05% for STXF.
VOO has the higher dividend yield at 1.05%, compared with 1.04% for STXF.
STXF is categorized as Large Cap Blend Equities, while VOO is S&P 500. STXF tracks Bloomberg US Large Cap Index, while VOO tracks S&P 500 Index. They also come from different issuers: Strive and Vanguard. Their fees differ too: 0.05% for STXF and 0.03% for VOO.
VOO currently has the higher Sharpe Ratio (1.99 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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