STXK vs. STXF
STXK (Strive Small-Cap ETF) and STXF (Strive 500 ETF) are both exchange-traded funds - STXK is a Small Cap Blend Equities fund tracking the Bloomberg US 600 Index - Benchmark TR Gross, while STXF is a Large Cap Blend Equities fund tracking the Bloomberg US Large Cap Index. Both are passively managed. Over the past 3 years, STXK returned 13.79%/yr vs 21.12%/yr for STXF. Their 0.76 correlation means they have sometimes moved together and sometimes differently. STXK charges 0.18%/yr vs 0.05%/yr for STXF.
Performance
STXK vs. STXF - 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 STXF's 11.81% 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%
STXF
- 1D
- 1.51%
- 1M
- 1.45%
- 6M
- 9.96%
- YTD
- 11.81%
- 1Y
- 23.21%
- 3Y*
- 21.12%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
STXF Strive 500 ETF | $1.72M | $1.82M | $2.37M |
| $405.30K | $275.09K | $260.42K |
STXK vs. STXF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
STXK Strive Small-Cap ETF | 16.87% | 7.82% | 9.47% | 20.15% | -3.32% |
STXF Strive 500 ETF | 11.81% | 17.95% | 25.13% | 27.70% | 2.49% |
Correlation
The correlation between STXK and STXF 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. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2022 | 0.76 |
The correlation between STXK and STXF has been stable across timeframes, ranging from 0.73 to 0.76 - a consistent structural relationship.
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Return for Risk
STXK vs. STXF — Risk / Return Rank
STXK
STXF
STXK vs. STXF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive Small-Cap ETF (STXK) and Strive 500 ETF (STXF). 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 | STXF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.31 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 2.51 | +0.46 |
| Martin ratioReturn relative to average drawdown | 10.46 | 10.53 | -0.07 |
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Drawdowns
STXK vs. STXF - Drawdown Comparison
The maximum STXK drawdown since its inception was -27.12%, which is greater than STXF's maximum drawdown of -19.00%. Use the drawdown chart below to compare losses from any high point for STXK and STXF.
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Drawdown Indicators
| STXK | STXF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.12% | -19.00% | -8.12% |
Max Drawdown (1Y)Largest decline over 1 year | -9.81% | -9.29% | -0.52% |
Max Drawdown (3Y)Largest decline over 3 years | -27.12% | -19.00% | -8.12% |
Current DrawdownCurrent decline from peak | -0.35% | 0.00% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -2.28% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.21% | +0.57% |
Volatility
STXK vs. STXF - Volatility Comparison
Strive Small-Cap ETF (STXK) and Strive 500 ETF (STXF) have volatilities of 3.82% and 3.75%, 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.
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Volatility by Period
| STXK | STXF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 3.75% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.63% | 10.54% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 13.32% | +3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 16.07% | +3.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.92% | 16.07% | +3.85% |
STXK vs. STXF - Expense Ratio Comparison
STXK has a 0.18% expense ratio, which is higher than STXF's 0.05% 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. STXF - Dividend Comparison
STXK's dividend yield for the trailing twelve months is around 1.13%, less than STXF's 1.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
STXF Strive 500 ETF | 1.17% | 1.05% | 1.13% | 1.21% | 0.37% |
STXK Strive Small-Cap ETF | 1.13% | 1.29% | 1.64% | 1.14% | 0.31% |
Frequently Asked Questions
STXK and STXF 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 STXF (3.75%). In terms of maximum drawdown, STXK dropped -27.12% vs STXF's -19.00%.
On 3-year performance, STXF leads with 21.12% vs 13.79% for STXK. On fees, STXF is cheaper at 0.05% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, STXF has performed better with a 21.12% return vs 13.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
STXF is cheaper with a 0.05% expense ratio, compared with 0.18% for STXK.
STXF has the higher dividend yield at 1.17%, compared with 1.13% for STXK.
STXK is categorized as Small Cap Blend Equities, while STXF is Large Cap Blend Equities. STXK tracks Bloomberg US 600 Index - Benchmark TR Gross, while STXF tracks Bloomberg US Large Cap Index. Their fees differ too: 0.18% for STXK and 0.05% for STXF.
STXF currently has the higher Sharpe Ratio (1.75 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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