IVV vs STXG
iShares Core S&P 500 ETF vs Strive 1000 Growth ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. STXG offers more diversification with 709 holdings.
Side-by-Side Comparison
| Metric | IVV | STXG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.18% | |
| AUM | $907.0B | $155M | |
| Dividend Yield | 1.10% | 0.48% | |
| Holdings | 508 | 709 | |
| YTD Return | +12.71% | +10.78% | |
| 1Y Return | +21.89% | +19.36% | |
| 3Y Return (annualized) | +22.08% | +23.05% | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 15.3% | |
| Max Drawdown | -56.5% | -21.2% | |
| Fund Family | iShares by BlackRock (US) | Strive Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 10, 2022 |
IVV vs STXG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Strive 1000 Growth ETF (STXG) is a ETF from Strive Asset Management. Over the past year IVV returned +21.89% while STXG returned +19.36%. Year to date, IVV is up 12.71% versus a gain of 10.78% for STXG.
Over three years, IVV compounded at +22.08% per year against +23.05% for STXG. Across the full 4-year window we track, STXG has the edge at +23.52% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STXG has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -21.2% for STXG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while STXG charges 0.18%. On a $10,000 position that is $3 vs $18 annually, a gap of $15 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.48% for STXG.
Holdings Overlap
IVV and STXG share 346 holdings out of 807 unique holdings combined, representing a 77.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IVV or STXG?
IVV has an expense ratio of 0.03% while STXG charges 0.18%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, IVV or STXG?
Over the past year IVV returned +21.89% vs +19.36% for STXG, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.00% vs +23.52% for STXG. Past performance does not guarantee future results.
Which is riskier, IVV or STXG?
STXG has been the more volatile fund at 15.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs STXG -21.2%.
Should I hold both IVV and STXG?
IVV and STXG have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and STXG?
IVV and STXG share 346 common holdings with a 77.1% weight overlap. Combined, they hold 807 unique securities.
Which pays a higher dividend, IVV or STXG?
IVV yields 1.10% while STXG yields 0.48%, so IVV currently pays the higher dividend yield.
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