STXE vs VYM
Strive Emerging Markets Ex-China ETF vs Vanguard High Dividend Yield ETF
Which is better, STXE or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. STXE led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 49.1%.
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 | STXE | VYM |
|---|---|---|
| Expense Ratio | 0.32% | 0.04%Best |
| AUM | $147M | $81.6B |
| Dividend Yield | 1.78% | 2.22% |
| Holdings | 206 | 613 |
| YTD Return | +41.72%Best | +11.47% |
| 1Y Return | +59.14%Best | +15.94% |
| 3Y Return (annualized) | +30.20%Best | +18.03% |
| 5Y Return (annualized) | - | +12.35% |
| Volatility (annualized) | 19.1% | 11.4%Best |
| Max Drawdown | -20.4% | -14.5%Best |
| $10,000 over 3.6 years | $22,137Best | $15,811 |
| Top 10 Weight | 49.1% | 26.1%Best |
| Fund Family | Strive Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jan 31, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Jan 31, 2023 to Sep 21, 2026 (3.6 years).
STXE 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 3.6 years both funds cover.
STXE vs VYM Performance
Strive Emerging Markets Ex-China ETF (STXE) is an ETF from Strive Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year STXE returned +59.14% while VYM returned +15.94%. Year to date, STXE is up 41.72% versus a gain of 11.47% for VYM.
Over three years, STXE compounded at +30.20% per year against +18.03% for VYM. Across the full 4-year window we track, STXE has the edge at +24.70% annualized vs +13.57%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STXE has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 11.4% for VYM. 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 -20.4% for STXE 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 0.46. They move together some of the time, and apart the rest.
Fees and Cost Over Time
STXE charges 0.32% per year while VYM charges 0.04%. On a $10,000 position that is $32 vs $4 annually, a gap of $28 per year that compounds over a long holding period. On income, STXE currently yields 1.78% against 2.22% for VYM.
Holdings Overlap
0.5% of STXE's money is in holdings VYM also owns. 0.2% of VYM's money is in holdings STXE also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 196 positions we hold weights for in STXE and 557 in VYM, against full books of 206 and 613.
What only one of them owns
Our book lists 526 positions for VYM that do not appear in our book for STXE (96.9% of the fund), and 5 for STXE that do not appear in VYM (1.2%).
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.
You are not choosing between two funds in isolation.
Whichever of STXE and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, STXE or VYM?
STXE has an expense ratio of 0.32% while VYM charges 0.04%. VYM is the cheaper option, by $28 a year on a $10,000 investment.
Which performed better, STXE or VYM?
Over the past year STXE returned +59.14% vs +15.94% for VYM, so STXE leads on 1-year performance. Over the longest common window we track (4 years), STXE annualized +24.70% vs +13.57% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, STXE or VYM?
STXE has been the more volatile fund at 19.1% annualized versus 11.4% for VYM. Worst drawdown: STXE -20.4% vs VYM -14.5%.
Should I hold both STXE and VYM?
STXE and VYM have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, STXE or VYM?
STXE yields 1.78% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than STXE?
VYM has a lower expense ratio. STXE led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 49.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.