STXK vs. ALTY
STXK (Strive Small-Cap ETF) and ALTY (Global X Alternative Income ETF) are both exchange-traded funds - STXK is a Small Cap Blend Equities fund tracking the Bloomberg US 600 Index - Benchmark TR Gross, while ALTY is a Global Allocation fund tracking the Indxx SuperDividend Alternatives Index. Both are passively managed. Over the past 3 years, STXK returned 13.79%/yr vs 11.31%/yr for ALTY. Their 0.68 correlation means they have sometimes moved together and sometimes differently. STXK charges 0.18%/yr vs 0.50%/yr for ALTY.
Performance
STXK vs. ALTY - Performance Comparison
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Returns By Period
In the year-to-date period, STXK achieves a 16.87% return, which is significantly higher than ALTY's 7.76% return.
STXK
- 1D
- 1.52%
- 1M
- 0.70%
- 6M
- 10.79%
- YTD
- 16.87%
- 1Y
- 29.03%
- 3Y*
- 13.79%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.48%
ALTY
- 1D
- 0.30%
- 1M
- 0.50%
- 6M
- 4.86%
- YTD
- 7.76%
- 1Y
- 14.43%
- 3Y*
- 11.31%
- 5Y*
- 5.72%
- 10Y*
- 5.72%
- ALL TIME*
- 6.21%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $131.83K | $188.39K | $164.33K | |
| $405.30K | $275.09K | $260.42K |
STXK vs. ALTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
STXK Strive Small-Cap ETF | 16.87% | 7.82% | 9.47% | 20.15% | -3.32% |
ALTY Global X Alternative Income ETF | 7.76% | 11.07% | 10.88% | 10.58% | 3.55% |
Correlation
The correlation between STXK and ALTY is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2022 | 0.68 |
The correlation between STXK and ALTY has been stable across timeframes, ranging from 0.68 to 0.73 - a consistent structural relationship.
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Return for Risk
STXK vs. ALTY — Risk / Return Rank
STXK
ALTY
STXK vs. ALTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive Small-Cap ETF (STXK) and Global X Alternative Income ETF (ALTY). 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.
| STXK | ALTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.47 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 3.34 | -0.37 |
| Martin ratioReturn relative to average drawdown | 10.46 | 15.29 | -4.83 |
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Drawdowns
STXK vs. ALTY - Drawdown Comparison
The maximum STXK drawdown since its inception was -27.12%, smaller than the maximum ALTY drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for STXK and ALTY.
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Drawdown Indicators
| STXK | ALTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.12% | -51.47% | +24.35% |
Max Drawdown (1Y)Largest decline over 1 year | -9.81% | -4.34% | -5.47% |
Max Drawdown (3Y)Largest decline over 3 years | -27.12% | -10.08% | -17.04% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.48% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.47% | — |
Current DrawdownCurrent decline from peak | -0.35% | -0.58% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -6.65% | +1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 0.95% | +1.83% |
Volatility
STXK vs. ALTY - Volatility Comparison
Strive Small-Cap ETF (STXK) has a higher volatility of 3.82% compared to Global X Alternative Income ETF (ALTY) at 1.48%. This indicates that STXK's price experiences larger fluctuations and is considered to be riskier than ALTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STXK | ALTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 1.48% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 11.63% | 4.57% | +7.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 5.94% | +10.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 10.47% | +9.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.92% | 16.49% | +3.43% |
STXK vs. ALTY - Expense Ratio Comparison
STXK has a 0.18% expense ratio, which is lower than ALTY's 0.50% expense ratio.
Dividends
STXK vs. ALTY - Dividend Comparison
STXK's dividend yield for the trailing twelve months is around 1.13%, less than ALTY's 7.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALTY Global X Alternative Income ETF | 7.45% | 7.50% | 7.88% | 7.31% | 7.66% | 6.88% | 9.20% | 8.74% | 8.49% | 7.52% | 8.20% | 4.21% |
STXK Strive Small-Cap ETF | 1.13% | 1.29% | 1.64% | 1.14% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
STXK and ALTY have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STXK has higher volatility (3.82%) compared to ALTY (1.48%). In terms of maximum drawdown, STXK dropped -27.12% vs ALTY's -51.47%.
On 3-year performance, STXK leads with 13.79% vs 11.31% for ALTY. On fees, STXK is cheaper at 0.18% per year. On volatility, ALTY has been the lower-risk option at 1.48%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, STXK has performed better with a 13.79% return vs 11.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
STXK is cheaper with a 0.18% expense ratio, compared with 0.50% for ALTY.
ALTY has the higher dividend yield at 7.45%, compared with 1.13% for STXK.
STXK is categorized as Small Cap Blend Equities, while ALTY is Global Allocation. STXK tracks Bloomberg US 600 Index - Benchmark TR Gross, while ALTY tracks Indxx SuperDividend Alternatives Index. They also come from different issuers: Strive and Global X. Their fees differ too: 0.18% for STXK and 0.50% for ALTY.
ALTY currently has the higher Sharpe Ratio (2.45 vs 1.75), 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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