PortfoliosLab logoPortfoliosLab logo
STXG vs. FLCNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

STXG vs. FLCNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 1000 Growth ETF (STXG) and Fidelity Contrafund K6 (FLCNX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

STXG vs. FLCNX - Yearly Performance Comparison


2026 (YTD)2025202420232022
STXG
Strive 1000 Growth ETF
-6.65%17.82%28.53%35.95%-3.74%
FLCNX
Fidelity Contrafund K6
-5.71%22.05%35.37%37.67%-2.76%

Returns By Period

In the year-to-date period, STXG achieves a -6.65% return, which is significantly lower than FLCNX's -5.71% return.


STXG

1D
1.10%
1M
-4.55%
YTD
-6.65%
6M
-5.24%
1Y
18.40%
3Y*
19.71%
5Y*
10Y*

FLCNX

1D
3.59%
1M
-5.95%
YTD
-5.71%
6M
-3.49%
1Y
19.69%
3Y*
24.54%
5Y*
13.33%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


STXG vs. FLCNX - Expense Ratio Comparison

STXG has a 0.18% expense ratio, which is lower than FLCNX's 0.45% expense ratio.


Return for Risk

STXG vs. FLCNX — Risk / Return Rank

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

STXG
STXG Risk / Return Rank: 5050
Overall Rank
STXG Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
STXG Sortino Ratio Rank: 4949
Sortino Ratio Rank
STXG Omega Ratio Rank: 5050
Omega Ratio Rank
STXG Calmar Ratio Rank: 5353
Calmar Ratio Rank
STXG Martin Ratio Rank: 5353
Martin Ratio Rank

FLCNX
FLCNX Risk / Return Rank: 5757
Overall Rank
FLCNX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
FLCNX Sortino Ratio Rank: 5858
Sortino Ratio Rank
FLCNX Omega Ratio Rank: 5454
Omega Ratio Rank
FLCNX Calmar Ratio Rank: 6464
Calmar Ratio Rank
FLCNX Martin Ratio Rank: 5959
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.

STXG vs. FLCNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Growth ETF (STXG) and Fidelity Contrafund K6 (FLCNX). 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.


STXGFLCNXDifference

Sharpe ratio

Return per unit of total volatility

0.89

1.02

-0.13

Sortino ratio

Return per unit of downside risk

1.40

1.57

-0.16

Omega ratio

Gain probability vs. loss probability

1.20

1.22

-0.02

Calmar ratio

Return relative to maximum drawdown

1.51

1.51

-0.01

Martin ratio

Return relative to average drawdown

5.57

5.76

-0.19

STXG vs. FLCNX - Sharpe Ratio Comparison

The current STXG Sharpe Ratio is 0.89, which is comparable to the FLCNX Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of STXG and FLCNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


STXGFLCNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

1.02

-0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

1.14

0.78

+0.36

Correlation

The correlation between STXG and FLCNX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

STXG vs. FLCNX - Dividend Comparison

STXG's dividend yield for the trailing twelve months is around 0.54%, less than FLCNX's 12.18% yield.


TTM202520242023202220212020201920182017
STXG
Strive 1000 Growth ETF
0.54%0.48%0.51%0.55%0.16%0.00%0.00%0.00%0.00%0.00%
FLCNX
Fidelity Contrafund K6
12.18%8.35%0.36%0.49%1.18%0.46%0.21%0.30%0.33%0.15%

Drawdowns

STXG vs. FLCNX - Drawdown Comparison

The maximum STXG drawdown since its inception was -21.22%, smaller than the maximum FLCNX drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for STXG and FLCNX.


Loading graphics...

Drawdown Indicators


STXGFLCNXDifference

Max Drawdown

Largest peak-to-trough decline

-21.22%

-32.07%

+10.85%

Max Drawdown (1Y)

Largest decline over 1 year

-12.62%

-11.73%

-0.89%

Max Drawdown (5Y)

Largest decline over 5 years

-32.07%

Current Drawdown

Current decline from peak

-8.50%

-8.56%

+0.06%

Average Drawdown

Average peak-to-trough decline

-2.68%

-6.76%

+4.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.42%

3.08%

+0.34%

Volatility

STXG vs. FLCNX - Volatility Comparison

Strive 1000 Growth ETF (STXG) and Fidelity Contrafund K6 (FLCNX) have volatilities of 6.55% and 6.69%, 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.


Loading graphics...

Volatility by Period


STXGFLCNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.55%

6.69%

-0.14%

Volatility (6M)

Calculated over the trailing 6-month period

11.47%

11.39%

+0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

20.80%

20.46%

+0.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.66%

19.10%

-1.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.66%

20.52%

-2.86%