STXV vs. STXT

Last updated Jun 23, 2026

STXV (Strive 1000 Value ETF) and STXT (Strive Total Return Bond ETF) are both exchange-traded funds - STXV is a Large Cap Value Equities fund tracking the Bloomberg US 1000 Value, while STXT is a Intermediate Core-Plus Bond fund tracking the Bloomberg US Aggregate Bond Index. Both are passively managed. Over the past year, STXV returned 27.70% vs 2.43% for STXT. At a 0.21 correlation, their price movements are largely independent. STXV charges 0.18%/yr vs 0.49%/yr for STXT.

Performance

STXV vs. STXT - Performance Comparison

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

Returns By Period

In the year-to-date period, STXV achieves a 13.90% return, which is significantly higher than STXT's -0.72% return.

STXV

• 1D: 0.67%
• 1M: 1.34%
• YTD: 13.90%
• 6M: 13.44%
• 1Y: 27.70%
• 3Y*: 18.32%
• 5Y*: —
• 10Y*: —

STXT

• 1D: 0.03%
• 1M: -0.46%
• YTD: -0.72%
• 6M: -0.52%
• 1Y: 2.43%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

STXV vs. STXT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
STXV Strive 1000 Value ETF	13.90%	16.26%	13.34%	4.29%
STXT Strive Total Return Bond ETF	-0.72%	6.58%	1.77%	4.30%

Correlation

The correlation between STXV and STXT is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.32
Correlation (All Time) Calculated using the full available price history since Aug 10, 2023	0.22

The correlation between STXV and STXT shifts across timeframes, from 0.21 (all time) to 0.32 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

STXV vs. STXT — Risk / Return Rank

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

STXV

STXV Risk / Return Rank: 87
STXV Sharpe Ratio Rank: 87
STXV Sortino Ratio Rank: 88
STXV Omega Ratio Rank: 85
STXV Calmar Ratio Rank: 87
STXV Martin Ratio Rank: 86

STXT

STXT Risk / Return Rank: 19
STXT Sharpe Ratio Rank: 19
STXT Sortino Ratio Rank: 17
STXT Omega Ratio Rank: 17
STXT Calmar Ratio Rank: 20
STXT Martin Ratio Rank: 20

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. STXT - Risk-Adjusted Trends Comparison

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

	STXV	STXT	Difference
Sharpe ratio: Return per unit of total volatility	2.73	0.63	+2.11
Sortino ratio: Return per unit of downside risk	3.87	0.92	+2.96
Omega ratio: Gain probability vs. loss probability	1.49	1.11	+0.38
Calmar ratio: Return relative to maximum drawdown	4.79	0.87	+3.92
Martin ratio: Return relative to average drawdown	17.39	2.34	+15.04

STXV vs. STXT - Sharpe Ratio Comparison

The current STXV Sharpe Ratio is 2.73, which is higher than the STXT Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of STXV and STXT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

STXV vs. STXT - Drawdown Comparison

The maximum STXV drawdown since its inception was -14.80%, which is greater than STXT's maximum drawdown of -5.27%. Use the drawdown chart below to compare losses from any high point for STXV and STXT.

Drawdown Indicators

	STXV	STXT	Difference
Max Drawdown Largest peak-to-trough decline	-14.80%	-5.27%	-9.53%
Max Drawdown (1Y) Largest decline over 1 year	-5.81%	-2.80%	-3.01%
Max Drawdown (3Y) Largest decline over 3 years	-14.80%	—	—
Current Drawdown Current decline from peak	-0.86%	-2.56%	+1.70%
Average Drawdown Average peak-to-trough decline	-2.72%	-1.37%	-1.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.60%	1.04%	+0.56%

Volatility

STXV vs. STXT - Volatility Comparison

Strive 1000 Value ETF (STXV) has a higher volatility of 2.70% compared to Strive Total Return Bond ETF (STXT) at 1.39%. This indicates that STXV's price experiences larger fluctuations and is considered to be riskier than STXT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STXV	STXT	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.70%	1.39%	+1.31%
Volatility (6M) Calculated over the trailing 6-month period	7.09%	2.94%	+4.15%
Volatility (1Y) Calculated over the trailing 1-year period	10.19%	3.89%	+6.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.20%	5.05%	+8.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.20%	5.05%	+8.15%

STXV vs. STXT - Expense Ratio Comparison

STXV has a 0.18% expense ratio, which is lower than STXT's 0.49% expense ratio.

Dividends

STXV vs. STXT - Dividend Comparison

STXV's dividend yield for the trailing twelve months is around 2.21%, less than STXT's 4.74% yield.

Position	TTM	2025	2024	2023	2022
STXT Strive Total Return Bond ETF	4.74%	4.93%	5.15%	1.82%	0.00%
STXV Strive 1000 Value ETF	2.21%	2.37%	2.36%	2.05%	0.47%

Frequently Asked Questions

Can I hold both STXV and STXT in my portfolio?

STXV and STXT have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STXV or STXT?

STXV has higher volatility (2.70%) compared to STXT (1.39%). In terms of maximum drawdown, STXV dropped -14.80% vs STXT's -5.27%.

Which ETF is better, STXV or STXT?

On 1-year performance, STXV leads with 27.70% vs 2.43% for STXT. On fees, STXV is cheaper at 0.18% per year. On volatility, STXT has been the lower-risk option at 1.39%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, STXV or STXT?

Over the 1-year period, STXV has performed better with a 27.70% return vs 2.43%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, STXV or STXT?

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

Which ETF pays a higher dividend yield, STXV or STXT?

STXT has the higher dividend yield at 4.74%, compared with 2.21% for STXV.

What is the main difference between STXV and STXT?

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

Which has better risk-adjusted returns?

STXV currently has the higher Sharpe Ratio (2.73 vs 0.63), 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.