STXV vs. STRV
Compare and contrast key facts about Strive 1000 Value ETF (STXV) and Strive 500 ETF (STRV).
STXV and STRV 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. STRV is a passively managed fund by Strive that tracks the performance of the Bloomberg US Large Cap Index. It was launched on Sep 15, 2022. Both STXV and STRV 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 STRV.
Key characteristics
| STXV | STRV | |
|---|---|---|
| YTD Return | 14.09% | 18.96% |
| 1Y Return | 20.66% | 28.45% |
| Sharpe Ratio | 1.72 | 2.05 |
| Daily Std Dev | 11.43% | 13.09% |
| Max Drawdown | -10.82% | -9.84% |
| Current Drawdown | -0.59% | -0.44% |
Correlation
The correlation between STXV and STRV is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
STXV vs. STRV - Performance Comparison
In the year-to-date period, STXV achieves a 14.09% return, which is significantly lower than STRV's 18.96% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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STXV vs. STRV - Expense Ratio Comparison
STXV has a 0.18% expense ratio, which is higher than STRV'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%.
Risk-Adjusted Performance
STXV vs. STRV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Value ETF (STXV) and Strive 500 ETF (STRV). 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
STXV vs. STRV - Dividend Comparison
STXV's dividend yield for the trailing twelve months is around 2.17%, more than STRV's 1.12% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
STXV Strive 1000 Value ETF | 2.17% | 2.05% | 0.47% |
STRV Strive 500 ETF | 1.12% | 1.21% | 0.37% |
Drawdowns
STXV vs. STRV - Drawdown Comparison
The maximum STXV drawdown since its inception was -10.82%, which is greater than STRV's maximum drawdown of -9.84%. Use the drawdown chart below to compare losses from any high point for STXV and STRV. For additional features, visit the drawdowns tool.
Volatility
STXV vs. STRV - Volatility Comparison
The current volatility for Strive 1000 Value ETF (STXV) is 3.13%, while Strive 500 ETF (STRV) has a volatility of 4.12%. This indicates that STXV experiences smaller price fluctuations and is considered to be less risky than STRV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.