PortfoliosLab logoPortfoliosLab logo
STXT vs. STXG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

STXT vs. STXG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive Total Return Bond ETF (STXT) and Strive 1000 Growth ETF (STXG). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, STXT achieves a 0.19% return, which is significantly lower than STXG's 11.15% return.


STXT

1D
0.08%
1M
-0.35%
YTD
0.19%
6M
0.33%
1Y
4.34%
3Y*
5Y*
10Y*

STXG

1D
0.10%
1M
6.55%
YTD
11.15%
6M
10.91%
1Y
29.72%
3Y*
24.12%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

STXT vs. STXG - Yearly Performance Comparison


2026 (YTD)202520242023
STXT
Strive Total Return Bond ETF
0.19%6.58%1.77%4.09%
STXG
Strive 1000 Growth ETF
11.15%17.82%28.53%9.37%

Correlation

The correlation between STXT and STXG is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Aug 11, 2023

0.17

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

STXT vs. STXG — Risk / Return Rank

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

STXT
STXT Risk / Return Rank: 3030
Overall Rank
STXT Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
STXT Sortino Ratio Rank: 3030
Sortino Ratio Rank
STXT Omega Ratio Rank: 3030
Omega Ratio Rank
STXT Calmar Ratio Rank: 2929
Calmar Ratio Rank
STXT Martin Ratio Rank: 3030
Martin Ratio Rank

STXG
STXG Risk / Return Rank: 5656
Overall Rank
STXG Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
STXG Sortino Ratio Rank: 5959
Sortino Ratio Rank
STXG Omega Ratio Rank: 5858
Omega Ratio Rank
STXG Calmar Ratio Rank: 4747
Calmar Ratio Rank
STXG Martin Ratio Rank: 5555
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.

STXT vs. STXG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive Total Return Bond ETF (STXT) and Strive 1000 Growth ETF (STXG). 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.


STXTSTXGDifference

Sharpe ratio

Return per unit of total volatility

1.13

2.07

-0.94

Sortino ratio

Return per unit of downside risk

1.66

2.83

-1.17

Omega ratio

Gain probability vs. loss probability

1.20

1.36

-0.16

Calmar ratio

Return relative to maximum drawdown

1.43

2.39

-0.97

Martin ratio

Return relative to average drawdown

4.35

9.70

-5.35

STXT vs. STXG - Sharpe Ratio Comparison

The current STXT Sharpe Ratio is 1.13, which is lower than the STXG Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of STXT and STXG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


STXTSTXGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.13

2.07

-0.94

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

1.43

-0.54

Drawdowns

STXT vs. STXG - Drawdown Comparison

The maximum STXT drawdown since its inception was -5.27%, smaller than the maximum STXG drawdown of -21.22%. Use the drawdown chart below to compare losses from any high point for STXT and STXG.


Loading charts...

Drawdown Indicators


STXTSTXGDifference

Max Drawdown

Largest peak-to-trough decline

-5.27%

-21.22%

+15.95%

Max Drawdown (1Y)

Largest decline over 1 year

-2.80%

-12.62%

+9.82%

Max Drawdown (3Y)

Largest decline over 3 years

-21.22%

Current Drawdown

Current decline from peak

-1.66%

0.00%

-1.66%

Average Drawdown

Average peak-to-trough decline

-1.36%

-2.62%

+1.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.92%

3.11%

-2.19%

Volatility

STXT vs. STXG - Volatility Comparison

The current volatility for Strive Total Return Bond ETF (STXT) is 1.49%, while Strive 1000 Growth ETF (STXG) has a volatility of 3.49%. This indicates that STXT experiences smaller price fluctuations and is considered to be less risky than STXG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


STXTSTXGDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.49%

3.49%

-2.00%

Volatility (6M)

Calculated over the trailing 6-month period

2.82%

11.05%

-8.23%

Volatility (1Y)

Calculated over the trailing 1-year period

3.87%

14.41%

-10.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.04%

17.53%

-12.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.04%

17.53%

-12.49%

STXT vs. STXG - Expense Ratio Comparison

STXT has a 0.49% expense ratio, which is higher than STXG's 0.18% expense ratio.


Dividends

STXT vs. STXG - Dividend Comparison

STXT's dividend yield for the trailing twelve months is around 4.70%, more than STXG's 0.45% yield.


PositionTTM2025202420232022
STXG
Strive 1000 Growth ETF
0.45%0.48%0.51%0.55%0.16%
STXT
Strive Total Return Bond ETF
4.70%4.93%5.15%1.82%0.00%

Frequently Asked Questions


STXT and STXG have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

STXG has higher volatility (3.49%) compared to STXT (1.49%). In terms of maximum drawdown, STXT dropped -5.27% vs STXG's -21.22%.

On 1-year performance, STXG leads with 29.72% vs 4.34% for STXT. On fees, STXG is cheaper at 0.18% per year. On volatility, STXT has been the lower-risk option at 1.49%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, STXG has performed better with a 29.72% return vs 4.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

STXG is cheaper with a 0.18% expense ratio, compared with 0.49% for STXT.

STXT has the higher dividend yield at 4.70%, compared with 0.45% for STXG.

STXT is categorized as Intermediate Core-Plus Bond, while STXG is Large Cap Growth Equities. STXT tracks Bloomberg US Aggregate Bond Index, while STXG tracks Bloomberg US 1000 Growth. Their fees differ too: 0.49% for STXT and 0.18% for STXG.

STXG currently has the higher Sharpe Ratio (2.07 vs 1.13), 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.

Portfolio Optimizer

Find the right allocation for STXT and STXG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer