STXK vs. SCHG
Compare and contrast key facts about Strive Small-Cap ETF (STXK) and Schwab U.S. Large-Cap Growth ETF (SCHG).
STXK and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STXK is a passively managed fund by Strive that tracks the performance of the Bloomberg US 600 Index - Benchmark TR Gross. It was launched on Nov 9, 2022. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009. Both STXK and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STXK or SCHG.
Key characteristics
| STXK | SCHG | |
|---|---|---|
| YTD Return | 7.59% | 22.17% |
| 1Y Return | 21.34% | 34.88% |
| Sharpe Ratio | 1.02 | 2.00 |
| Daily Std Dev | 20.55% | 17.31% |
| Max Drawdown | -16.76% | -34.59% |
| Current Drawdown | -1.68% | -4.31% |
Correlation
The correlation between STXK and SCHG is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
STXK vs. SCHG - Performance Comparison
In the year-to-date period, STXK achieves a 7.59% return, which is significantly lower than SCHG's 22.17% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
STXK vs. SCHG - Expense Ratio Comparison
STXK has a 0.18% expense ratio, which is higher than SCHG'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%.
Risk-Adjusted Performance
STXK vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive Small-Cap ETF (STXK) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
Dividends
STXK vs. SCHG - Dividend Comparison
STXK's dividend yield for the trailing twelve months is around 1.27%, more than SCHG's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STXK Strive Small-Cap ETF | 1.27% | 1.14% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.27% | 1.22% | 1.09% | 1.07% |
Drawdowns
STXK vs. SCHG - Drawdown Comparison
The maximum STXK drawdown since its inception was -16.76%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for STXK and SCHG. For additional features, visit the drawdowns tool.
Volatility
STXK vs. SCHG - Volatility Comparison
Strive Small-Cap ETF (STXK) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 5.57% and 5.46%, 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.