STXD vs VYM
Strive 1000 Dividend Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | STXD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $67M | $81.6B | |
| Dividend Yield | 1.11% | 2.24% | |
| Holdings | 181 | 613 | |
| YTD Return | +7.28% | +14.87% | |
| 1Y Return | +13.01% | +21.39% | |
| 3Y Return (annualized) | +14.68% | +18.69% | |
| 5Y Return (annualized) | - | +11.98% | |
| Volatility (annualized) | 10.8% | 14.5% | |
| Max Drawdown | -14.9% | -58.8% | |
| Fund Family | Strive Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 10, 2022 | Nov 10, 2006 |
STXD vs VYM Performance
Strive 1000 Dividend Growth ETF (STXD) is a ETF from Strive Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year STXD returned +13.01% while VYM returned +21.39%. Year to date, STXD is up 7.28% versus a gain of 14.87% for VYM.
Over three years, STXD compounded at +14.68% per year against +18.69% for VYM. Across the full 4-year window we track, STXD has the edge at +13.75% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 10.8% 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 -58.8% for VYM. 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 0.86. 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 2.24% for VYM.
Holdings Overlap
STXD and VYM share 79 holdings out of 704 unique holdings combined, representing a 27.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $31 per year of difference.
Which performed better, STXD or VYM?
Over the past year STXD returned +13.01% vs +21.39% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), STXD annualized +13.75% vs +7.00% for VYM. Past performance does not guarantee future results.
Which is riskier, STXD or VYM?
VYM has been the more volatile fund at 14.5% annualized versus 10.8% for STXD. Worst drawdown: STXD -14.9% vs VYM -58.8%.
Should I hold both STXD and VYM?
STXD and VYM have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between STXD and VYM?
STXD and VYM share 79 common holdings with a 27.4% weight overlap. Combined, they hold 704 unique securities.
Which pays a higher dividend, STXD or VYM?
STXD yields 1.11% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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