STXK vs. BIL
STXK (Strive Small-Cap ETF) and BIL (SPDR Bloomberg 1-3 Month T-Bill ETF) are both exchange-traded funds - STXK is a Small Cap Blend Equities fund tracking the Bloomberg US 600 Index - Benchmark TR Gross, while BIL is a Government Bonds fund tracking the Bloomberg 1-3 Month U.S. Treasury Bill Index. Both are passively managed. Over the past 3 years, STXK returned 15.69%/yr vs 4.60%/yr for BIL. At a correlation of -0.06, they often move in opposite directions. STXK charges 0.18%/yr vs 0.14%/yr for BIL.
Performance
STXK vs. BIL - Performance Comparison
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Returns By Period
In the year-to-date period, STXK achieves a 14.15% return, which is significantly higher than BIL's 1.66% return.
STXK
- 1D
- 0.35%
- 1M
- 3.88%
- YTD
- 14.15%
- 6M
- 11.44%
- 1Y
- 29.64%
- 3Y*
- 15.69%
- 5Y*
- —
- 10Y*
- —
BIL
- 1D
- 0.00%
- 1M
- 0.27%
- YTD
- 1.66%
- 6M
- 1.75%
- 1Y
- 3.85%
- 3Y*
- 4.60%
- 5Y*
- 3.45%
- 10Y*
- 2.20%
STXK vs. BIL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
STXK Strive Small-Cap ETF | 14.15% | 7.82% | 9.47% | 20.15% | -3.32% |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 1.66% | 4.15% | 5.19% | 4.94% | 0.53% |
Correlation
The correlation between STXK and BIL is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.07 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2022 | -0.06 |
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Return for Risk
STXK vs. BIL — Risk / Return Rank
STXK
BIL
STXK vs. BIL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive Small-Cap ETF (STXK) and SPDR Bloomberg 1-3 Month T-Bill ETF (BIL). 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 | BIL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -17.62 | ||
| Sortino ratioReturn per unit of downside risk | -170.60 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 87.41 | -86.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 353.28 | -350.25 |
| Martin ratioReturn relative to average drawdown | 10.51 | 2,801.35 | -2,790.84 |
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Drawdowns
STXK vs. BIL - Drawdown Comparison
The maximum STXK drawdown since its inception was -27.12%, which is greater than BIL's maximum drawdown of -0.78%. Use the drawdown chart below to compare losses from any high point for STXK and BIL.
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Drawdown Indicators
| STXK | BIL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.12% | -0.78% | -26.34% |
Max Drawdown (1Y)Largest decline over 1 year | -9.81% | -0.01% | -9.80% |
Max Drawdown (3Y)Largest decline over 3 years | -27.12% | -0.01% | -27.11% |
Max Drawdown (5Y)Largest decline over 5 years | — | -0.09% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -0.21% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.54% | -0.26% | -5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 0.00% | +2.83% |
Volatility
STXK vs. BIL - Volatility Comparison
Strive Small-Cap ETF (STXK) has a higher volatility of 4.52% compared to SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) at 0.07%. This indicates that STXK's price experiences larger fluctuations and is considered to be riskier than BIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STXK | BIL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 0.07% | +4.45% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 0.14% | +11.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.01% | 0.20% | +16.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.11% | 0.26% | +19.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.11% | 0.26% | +19.85% |
STXK vs. BIL - Expense Ratio Comparison
STXK has a 0.18% expense ratio, which is higher than BIL's 0.14% 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
STXK vs. BIL - Dividend Comparison
STXK's dividend yield for the trailing twelve months is around 1.34%, less than BIL's 3.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3.85% | 4.13% | 5.03% | 4.92% | 1.35% | 0.00% | 0.30% | 2.05% | 1.66% | 0.68% | 0.07% |
STXK Strive Small-Cap ETF | 1.34% | 1.29% | 1.64% | 1.14% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
STXK and BIL have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STXK has higher volatility (4.52%) compared to BIL (0.07%). In terms of maximum drawdown, STXK dropped -27.12% vs BIL's -0.78%.
On 3-year performance, STXK leads with 15.69% vs 4.60% for BIL. On fees, BIL is cheaper at 0.14% per year. On volatility, BIL has been the lower-risk option at 0.07%. 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 15.69% return vs 4.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BIL is cheaper with a 0.14% expense ratio, compared with 0.18% for STXK.
BIL has the higher dividend yield at 3.85%, compared with 1.34% for STXK.
STXK is categorized as Small Cap Blend Equities, while BIL is Government Bonds. STXK tracks Bloomberg US 600 Index - Benchmark TR Gross, while BIL tracks Bloomberg 1-3 Month U.S. Treasury Bill Index. They also come from different issuers: Strive and State Street. Their fees differ too: 0.18% for STXK and 0.14% for BIL.
BIL currently has the higher Sharpe Ratio (19.37 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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