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STXV vs. STXG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

STXV vs. STXG - Performance Comparison

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

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STXV vs. STXG - Yearly Performance Comparison


2026 (YTD)2025202420232022
STXV
Strive 1000 Value ETF
5.57%16.26%13.34%9.28%-1.46%
STXG
Strive 1000 Growth ETF
-7.67%17.82%28.53%35.95%-3.74%

Returns By Period

In the year-to-date period, STXV achieves a 5.57% return, which is significantly higher than STXG's -7.67% return.


STXV

1D
1.27%
1M
-3.64%
YTD
5.57%
6M
9.86%
1Y
18.16%
3Y*
15.32%
5Y*
10Y*

STXG

1D
3.58%
1M
-5.36%
YTD
-7.67%
6M
-5.77%
1Y
17.75%
3Y*
19.28%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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STXV vs. STXG - Expense Ratio Comparison

Both STXV and STXG have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Return for Risk

STXV vs. STXG — Risk / Return Rank

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

STXV
STXV Risk / Return Rank: 6767
Overall Rank
STXV Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
STXV Sortino Ratio Rank: 6666
Sortino Ratio Rank
STXV Omega Ratio Rank: 6868
Omega Ratio Rank
STXV Calmar Ratio Rank: 6363
Calmar Ratio Rank
STXV Martin Ratio Rank: 7070
Martin Ratio Rank

STXG
STXG Risk / Return Rank: 5252
Overall Rank
STXG Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
STXG Sortino Ratio Rank: 5151
Sortino Ratio Rank
STXG Omega Ratio Rank: 5252
Omega Ratio Rank
STXG Calmar Ratio Rank: 5656
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.

STXV vs. STXG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Value ETF (STXV) 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.


STXVSTXGDifference

Sharpe ratio

Return per unit of total volatility

1.19

0.86

+0.34

Sortino ratio

Return per unit of downside risk

1.68

1.36

+0.32

Omega ratio

Gain probability vs. loss probability

1.25

1.20

+0.06

Calmar ratio

Return relative to maximum drawdown

1.62

1.44

+0.18

Martin ratio

Return relative to average drawdown

7.28

5.37

+1.91

STXV vs. STXG - Sharpe Ratio Comparison

The current STXV Sharpe Ratio is 1.19, which is higher than the STXG Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of STXV and STXG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


STXVSTXGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

0.86

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.95

1.12

-0.16

Correlation

The correlation between STXV and STXG is 0.56, 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.


Dividends

STXV vs. STXG - Dividend Comparison

STXV's dividend yield for the trailing twelve months is around 2.39%, more than STXG's 0.55% yield.


TTM2025202420232022
STXV
Strive 1000 Value ETF
2.39%2.37%2.36%2.05%0.47%
STXG
Strive 1000 Growth ETF
0.55%0.48%0.51%0.55%0.16%

Drawdowns

STXV vs. STXG - Drawdown Comparison

The maximum STXV drawdown since its inception was -14.80%, smaller than the maximum STXG drawdown of -21.22%. Use the drawdown chart below to compare losses from any high point for STXV and STXG.


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Drawdown Indicators


STXVSTXGDifference

Max Drawdown

Largest peak-to-trough decline

-14.80%

-21.22%

+6.42%

Max Drawdown (1Y)

Largest decline over 1 year

-12.00%

-12.62%

+0.62%

Current Drawdown

Current decline from peak

-3.92%

-9.49%

+5.57%

Average Drawdown

Average peak-to-trough decline

-2.85%

-2.67%

-0.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

3.37%

-0.70%

Volatility

STXV vs. STXG - Volatility Comparison

The current volatility for Strive 1000 Value ETF (STXV) is 3.60%, while Strive 1000 Growth ETF (STXG) has a volatility of 6.45%. This indicates that STXV 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.


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Volatility by Period


STXVSTXGDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.60%

6.45%

-2.85%

Volatility (6M)

Calculated over the trailing 6-month period

7.74%

11.42%

-3.68%

Volatility (1Y)

Calculated over the trailing 1-year period

15.31%

20.78%

-5.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.43%

17.66%

-4.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.43%

17.66%

-4.23%