STXG vs. ITOT

Last updated Jun 3, 2026

STXG (Strive 1000 Growth ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Growth Equities funds - STXG tracks the Bloomberg US 1000 Growth while ITOT tracks the S&P Composite 1500 Index. Both are passively managed. Over the past 3 years, STXG returned 24.12%/yr vs 22.39%/yr for ITOT. With a 0.95 correlation, they move nearly in lockstep. STXG charges 0.18%/yr vs 0.03%/yr for ITOT.

Performance

STXG vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 1000 Growth ETF (STXG) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, STXG achieves a 11.15% return, which is significantly lower than ITOT's 12.07% return.

STXG

• 1D: 0.10%
• 1M: 6.55%
• YTD: 11.15%
• 6M: 10.91%
• 1Y: 29.72%
• 3Y*: 24.12%
• 5Y*: —
• 10Y*: —

ITOT

• 1D: 0.25%
• 1M: 5.39%
• YTD: 12.07%
• 6M: 12.47%
• 1Y: 29.98%
• 3Y*: 22.39%
• 5Y*: 13.05%
• 10Y*: 15.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

STXG vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
STXG Strive 1000 Growth ETF	11.15%	17.82%	28.53%	35.95%	-3.74%
ITOT iShares Core S&P Total U.S. Stock Market ETF	12.07%	17.00%	23.80%	26.12%	-2.98%

Correlation

The correlation between STXG and ITOT is 0.96 - 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	0.96
Correlation (3Y) Calculated over the trailing 3-year period	0.95
Correlation (All Time) Calculated using the full available price history since Nov 11, 2022	0.95

The correlation between STXG and ITOT has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.

STXG vs. ITOT - Sectors Allocation Comparison

Sectors	STXG	ITOT
Technology	45.0%	33.8%
Communication Services	12.6%	10.3%
Consumer Cyclical	11.4%	10.1%
Industrials	9.3%	9.5%
Financial Services	7.6%	12.1%
Healthcare	6.0%	9.0%
Consumer Defensive	3.4%	4.7%
Real Estate	1.7%	2.4%
Basic Materials	1.5%	2.1%
Utilities	0.7%	2.3%
Energy	0.6%	3.7%

Return for Risk

STXG vs. ITOT — Risk / Return Rank

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

STXG

STXG Risk / Return Rank: 56
STXG Sharpe Ratio Rank: 61
STXG Sortino Ratio Rank: 59
STXG Omega Ratio Rank: 58
STXG Calmar Ratio Rank: 47
STXG Martin Ratio Rank: 55

ITOT

ITOT Risk / Return Rank: 74
ITOT Sharpe Ratio Rank: 75
ITOT Sortino Ratio Rank: 73
ITOT Omega Ratio Rank: 74
ITOT Calmar Ratio Rank: 69
ITOT Martin Ratio Rank: 80

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. ITOT - Risk-Adjusted Trends Comparison

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

	STXG	ITOT	Difference
Sharpe ratio Return per unit of total volatility	2.07	2.47	-0.40
Sortino ratio Return per unit of downside risk	2.83	3.36	-0.53
Omega ratio Gain probability vs. loss probability	1.36	1.44	-0.08
Calmar ratio Return relative to maximum drawdown	2.39	3.45	-1.05
Martin ratio Return relative to average drawdown	9.70	15.85	-6.15
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

STXG vs. ITOT - Sharpe Ratio Comparison

The current STXG Sharpe Ratio is 2.07, which is comparable to the ITOT Sharpe Ratio of 2.47. The chart below compares the historical Sharpe Ratios of STXG and ITOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	STXG	ITOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.07	2.47	-0.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.76	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.83	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.43	0.57	+0.86

Drawdowns

STXG vs. ITOT - Drawdown Comparison

The maximum STXG drawdown since its inception was -21.22%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for STXG and ITOT.

Drawdown Indicators

	STXG	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	-21.22%	-55.20%	+33.98%
Max Drawdown (1Y) Largest decline over 1 year	-12.62%	-8.90%	-3.72%
Max Drawdown (3Y) Largest decline over 3 years	-21.22%	-19.44%	-1.78%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-2.62%	-6.97%	+4.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.11%	1.93%	+1.18%

Volatility

STXG vs. ITOT - Volatility Comparison

Strive 1000 Growth ETF (STXG) has a higher volatility of 3.49% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 2.89%. This indicates that STXG's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STXG	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.49%	2.89%	+0.60%
Volatility (6M) Calculated over the trailing 6-month period	11.05%	9.11%	+1.94%
Volatility (1Y) Calculated over the trailing 1-year period	14.41%	12.18%	+2.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.53%	17.36%	+0.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.53%	18.27%	-0.74%

STXG vs. ITOT - Expense Ratio Comparison

STXG has a 0.18% 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

STXG vs. ITOT - Dividend Comparison

STXG's dividend yield for the trailing twelve months is around 0.45%, less than ITOT's 0.97% 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	0.97%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%
STXG Strive 1000 Growth ETF	0.45%	0.48%	0.51%	0.55%	0.16%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both STXG and ITOT in my portfolio?

With a correlation of 0.96, STXG 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.

Which is riskier, STXG or ITOT?

STXG has higher volatility (3.49%) compared to ITOT (2.89%). In terms of maximum drawdown, STXG dropped -21.22% vs ITOT's -55.20%.

Which ETF is better, STXG or ITOT?

On 3-year performance, STXG leads with 24.12% vs 22.39% for ITOT. On fees, ITOT is cheaper at 0.03% per year. On volatility, ITOT has been the lower-risk option at 2.89%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, STXG or ITOT?

Over the 3-year period, STXG has performed better with a 24.12% return vs 22.39%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, STXG or ITOT?

ITOT is cheaper with a 0.03% expense ratio, compared with 0.18% for STXG.

Which ETF pays a higher dividend yield, STXG or ITOT?

ITOT has the higher dividend yield at 0.97%, compared with 0.45% for STXG.

What is the main difference between STXG and ITOT?

STXG tracks Bloomberg US 1000 Growth, while ITOT tracks S&P Composite 1500 Index. They also come from different issuers: Strive and iShares. Their fees differ too: 0.18% for STXG and 0.03% for ITOT.

Which has better risk-adjusted returns?

ITOT currently has the higher Sharpe Ratio (2.47 vs 2.07), 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.