Correlation
The correlation between STXV and SPLV is 0.54, 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.
STXV vs. SPLV
Compare and contrast key facts about Strive 1000 Value ETF (STXV) and Invesco S&P 500® Low Volatility ETF (SPLV).
STXV and SPLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STXV is a passively managed fund by Strive that tracks the performance of the Bloomberg US 1000 Value. It was launched on Nov 9, 2022. SPLV is a passively managed fund by Invesco that tracks the performance of the S&P 500 Low Volatility Index. It was launched on May 5, 2011. Both STXV and SPLV 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: STXV or SPLV.
Performance
STXV vs. SPLV - Performance Comparison
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Key characteristics
STXV:
0.56
SPLV:
1.26
STXV:
0.85
SPLV:
1.72
STXV:
1.12
SPLV:
1.24
STXV:
0.60
SPLV:
1.82
STXV:
2.05
SPLV:
5.62
STXV:
4.32%
SPLV:
2.94%
STXV:
16.43%
SPLV:
13.29%
STXV:
-14.80%
SPLV:
-36.26%
STXV:
-5.18%
SPLV:
-1.66%
Returns By Period
In the year-to-date period, STXV achieves a 2.06% return, which is significantly lower than SPLV's 5.74% return.
STXV
2.06%
3.08%
-5.18%
7.37%
N/A
N/A
N/A
SPLV
5.74%
1.81%
-0.97%
14.65%
6.50%
10.23%
9.31%
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STXV vs. SPLV - Expense Ratio Comparison
STXV has a 0.18% expense ratio, which is lower than SPLV's 0.25% expense ratio. Despite the difference, 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
STXV vs. SPLV — Risk-Adjusted Performance Rank
STXV
SPLV
STXV vs. SPLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Value ETF (STXV) and Invesco S&P 500® Low Volatility ETF (SPLV). 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.
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Dividends
STXV vs. SPLV - Dividend Comparison
STXV's dividend yield for the trailing twelve months is around 2.31%, more than SPLV's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STXV Strive 1000 Value ETF | 2.31% | 2.36% | 2.05% | 0.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPLV Invesco S&P 500® Low Volatility ETF | 1.73% | 1.88% | 2.45% | 2.11% | 1.51% | 2.12% | 2.08% | 2.18% | 2.03% | 2.03% | 2.28% | 2.20% |
Drawdowns
STXV vs. SPLV - Drawdown Comparison
The maximum STXV drawdown since its inception was -14.80%, smaller than the maximum SPLV drawdown of -36.26%. Use the drawdown chart below to compare losses from any high point for STXV and SPLV.
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Volatility
STXV vs. SPLV - Volatility Comparison
Strive 1000 Value ETF (STXV) has a higher volatility of 4.34% compared to Invesco S&P 500® Low Volatility ETF (SPLV) at 3.67%. This indicates that STXV's price experiences larger fluctuations and is considered to be riskier than SPLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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