STXD vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSTXDVOOWinner
Expense Ratio0.35%0.03%
AUM$64M$979.0B
Dividend Yield1.21%1.09%
Holdings181509
YTD Return+11.46%+13.72%
1Y Return+17.87%+21.63%
3Y Return (annualized)+15.92%+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)10.9%14.1%
Max Drawdown-14.9%-34.3%
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionNov 10, 2022Sep 7, 2010

STXD vs VOO Performance

Strive 1000 Dividend Growth ETF (STXD) is a ETF from Strive Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year STXD returned +17.87% while VOO returned +21.63%. Year to date, STXD is up 11.46% versus a gain of 13.72% for VOO.

Over three years, STXD compounded at +15.92% per year against +21.55% for VOO. Across the full 4-year window we track, STXD has the edge at +15.14% annualized vs +13.56%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.9% for STXD. 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 -14.9% for STXD and -34.3% for VOO. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

STXD charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, STXD currently yields 1.21% against 1.09% for VOO.

Holdings Overlap

7.6%overlap

STXD and VOO share 17 holdings out of 510 unique holdings combined, representing a 7.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in STXDWeight in VOODifference
MSFT4.59%4.30%0.29%
AMAT2.92%0.89%2.03%
LIN:IE1.67%0.37%1.30%
APHProProPro
AMGNProProPro
ADIProProPro
ABTProProPro
SYKProProPro
TTProProPro
ADPProProPro
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Frequently Asked Questions

Which is cheaper, STXD or VOO?

STXD has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, STXD or VOO?

Over the past year STXD returned +17.87% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), STXD annualized +15.14% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, STXD or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 10.9% for STXD. Worst drawdown: STXD -14.9% vs VOO -34.3%.

Should I hold both STXD and VOO?

STXD and VOO have a monthly-return correlation of 0.91, 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 STXD and VOO?

STXD and VOO share 17 common holdings with a 7.6% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, STXD or VOO?

STXD yields 1.21% while VOO yields 1.09%, so STXD currently pays the higher dividend yield.

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