STXD vs VYM
Strive 1000 Dividend Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, STXD or VYM?
Each has led over a different period.
VYM has a lower expense ratio. STXD led over the full window, VYM over 1Y and 3Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | STXD | VYM |
|---|---|---|
| Expense Ratio | 0.35% | 0.04%Best |
| AUM | $66M | $81.6B |
| Dividend Yield | 1.11% | 2.22% |
| Holdings | 181 | 613 |
| YTD Return | +5.10% | +10.23%Best |
| 1Y Return | +7.44% | +14.28%Best |
| 3Y Return (annualized) | +14.99% | +17.50%Best |
| 5Y Return (annualized) | - | +11.60% |
| Volatility (annualized) | 10.9%Best | 11.6% |
| Max Drawdown | -14.9% | -14.5%Best |
| $10,000 over 3.9 years | $16,068Best | $15,990 |
| Top 10 Weight | 38.8% | 26.1%Best |
| Fund Family | Strive Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Nov 10, 2022 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Nov 11, 2022 to Sep 23, 2026 (3.9 years).
STXD vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.9 years both funds cover.
STXD vs VYM Performance
Strive 1000 Dividend Growth ETF (STXD) is an ETF from Strive Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year STXD returned +7.44% while VYM returned +14.28%. Year to date, STXD is up 5.10% versus a gain of 10.23% for VYM.
Over three years, STXD compounded at +14.99% per year against +17.50% for VYM. Across the full 4-year window we track, STXD has the edge at +12.93% annualized vs +12.79%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 11.6% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
STXD charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, STXD currently yields 1.11% against 2.22% for VYM.
Holdings Overlap
42.6% of STXD's money is in holdings VYM also owns. 30.8% of VYM's money is in holdings STXD also owns.
The two portfolios partly overlap.
82 positions in common, counted across the 180 positions we hold weights for in STXD and 557 in VYM, against full books of 181 and 613.
What only one of them owns
Our book lists 447 positions for VYM that do not appear in our book for STXD (66.3% of the fund), and 96 for STXD that do not appear in VYM (57.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in STXD | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 4.63% | 7.35% | 2.72% |
| JPMJpmorgan Chase | 5.27% | 3.82% | 1.45% |
| HDHome Depot Inc/The | 2.16% | 1.34% | 0.82% |
| GSGoldman Sachs Group Inc/The | 1.99% | 1.13% | 0.86% |
| MSMorgan Stanley | 1.67% | 0.96% | 0.71% |
| ORCLOracle Corp - Common | 1.69% | 0.90% | 0.79% |
| TXNTexas Instrument Inc | 1.57% | 1.02% | 0.55% |
| LINLinde Plc Ordinary Shares | 1.50% | 0.90% | 0.60% |
| AMGNAmgen Inc. | 1.53% | 0.78% | 0.75% |
| ABTAbbott Laboratories | 1.25% | 0.74% | 0.51% |
42.6% of STXD is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, STXD or VYM?
STXD has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, STXD or VYM?
Over the past year STXD returned +7.44% vs +14.28% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), STXD annualized +12.93% vs +12.79% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, STXD or VYM?
VYM has been the more volatile fund at 11.6% annualized versus 10.9% for STXD. Worst drawdown: STXD -14.9% vs VYM -14.5%.
Should I hold both STXD and VYM?
STXD and VYM have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between STXD and VYM?
42.6% of STXD's money is in holdings VYM also owns. 30.8% of VYM's is in holdings STXD also owns. They hold 82 positions in common, counted across the 180 positions we hold weights for in STXD and 557 in VYM.
Which pays a higher dividend, STXD or VYM?
STXD yields 1.11% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than STXD?
VYM has a lower expense ratio. STXD led over the full window, VYM over 1Y and 3Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.