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STXG vs. VIGIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

STXG vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 1000 Growth ETF (STXG) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

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STXG vs. VIGIX - Yearly Performance Comparison


2026 (YTD)2025202420232022
STXG
Strive 1000 Growth ETF
-7.67%17.82%28.53%35.95%-3.74%
VIGIX
Vanguard Growth Index Fund Institutional Shares
-13.83%19.44%32.68%46.77%-5.31%

Returns By Period

In the year-to-date period, STXG achieves a -7.67% return, which is significantly higher than VIGIX's -13.83% return.


STXG

1D
3.58%
1M
-5.36%
YTD
-7.67%
6M
-5.77%
1Y
17.75%
3Y*
19.28%
5Y*
10Y*

VIGIX

1D
-0.57%
1M
-8.83%
YTD
-13.83%
6M
-12.31%
1Y
13.73%
3Y*
19.57%
5Y*
10.94%
10Y*
15.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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STXG vs. VIGIX - Expense Ratio Comparison

STXG has a 0.18% expense ratio, which is higher than VIGIX's 0.04% 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%.


Return for Risk

STXG vs. VIGIX — Risk / Return Rank

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

STXG
STXG Risk / Return Rank: 5252
Overall Rank
STXG Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
STXG Sortino Ratio Rank: 5151
Sortino Ratio Rank
STXG Omega Ratio Rank: 5252
Omega Ratio Rank
STXG Calmar Ratio Rank: 5656
Calmar Ratio Rank
STXG Martin Ratio Rank: 5555
Martin Ratio Rank

VIGIX
VIGIX Risk / Return Rank: 2626
Overall Rank
VIGIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VIGIX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VIGIX Omega Ratio Rank: 2929
Omega Ratio Rank
VIGIX Calmar Ratio Rank: 2323
Calmar Ratio Rank
VIGIX Martin Ratio Rank: 2222
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. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Growth ETF (STXG) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.


STXGVIGIXDifference

Sharpe ratio

Return per unit of total volatility

0.86

0.61

+0.24

Sortino ratio

Return per unit of downside risk

1.36

1.04

+0.32

Omega ratio

Gain probability vs. loss probability

1.20

1.15

+0.05

Calmar ratio

Return relative to maximum drawdown

1.44

0.66

+0.78

Martin ratio

Return relative to average drawdown

5.37

2.38

+3.00

STXG vs. VIGIX - Sharpe Ratio Comparison

The current STXG Sharpe Ratio is 0.86, which is higher than the VIGIX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of STXG and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


STXGVIGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

0.61

+0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

1.12

0.43

+0.69

Correlation

The correlation between STXG and VIGIX is 0.97, 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. VIGIX - Dividend Comparison

STXG's dividend yield for the trailing twelve months is around 0.55%, more than VIGIX's 0.47% yield.


TTM20252024202320222021202020192018201720162015
STXG
Strive 1000 Growth ETF
0.55%0.48%0.51%0.55%0.16%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.47%0.41%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%

Drawdowns

STXG vs. VIGIX - Drawdown Comparison

The maximum STXG drawdown since its inception was -21.22%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for STXG and VIGIX.


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Drawdown Indicators


STXGVIGIXDifference

Max Drawdown

Largest peak-to-trough decline

-21.22%

-56.95%

+35.73%

Max Drawdown (1Y)

Largest decline over 1 year

-12.62%

-16.51%

+3.89%

Max Drawdown (5Y)

Largest decline over 5 years

-35.62%

Max Drawdown (10Y)

Largest decline over 10 years

-35.62%

Current Drawdown

Current decline from peak

-9.49%

-16.51%

+7.02%

Average Drawdown

Average peak-to-trough decline

-2.67%

-16.36%

+13.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.37%

4.56%

-1.19%

Volatility

STXG vs. VIGIX - Volatility Comparison

Strive 1000 Growth ETF (STXG) has a higher volatility of 6.45% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 5.52%. This indicates that STXG's price experiences larger fluctuations and is considered to be riskier than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STXGVIGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.45%

5.52%

+0.93%

Volatility (6M)

Calculated over the trailing 6-month period

11.42%

12.10%

-0.68%

Volatility (1Y)

Calculated over the trailing 1-year period

20.78%

22.69%

-1.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.66%

22.30%

-4.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.66%

21.49%

-3.83%