STXF vs VYM
Strive 500 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 616 holdings.
Side-by-Side Comparison
| Metric | STXF | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.05% | 0.04% | |
| AUM | $1.2B | $81.6B | |
| Dividend Yield | 1.19% | 2.24% | |
| Holdings | 506 | 616 | |
| YTD Return | +12.91% | +15.25% | |
| 1Y Return | +20.76% | +22.18% | |
| 3Y Return (annualized) | +21.95% | +18.83% | |
| 5Y Return (annualized) | - | +12.09% | |
| Volatility (annualized) | 13.4% | 14.6% | |
| Max Drawdown | -19.0% | -58.8% | |
| Fund Family | Strive Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 15, 2022 | Nov 10, 2006 |
STXF vs VYM Performance
Strive 500 ETF (STXF) is a ETF from Strive Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year STXF returned +20.76% while VYM returned +22.18%. Year to date, STXF is up 12.91% versus a gain of 15.25% for VYM.
Over three years, STXF compounded at +21.95% per year against +18.83% for VYM. Across the full 4-year window we track, STXF has the edge at +20.76% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.4% for STXF. 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 -19.0% for STXF 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
STXF charges 0.05% per year while VYM charges 0.04%. On a $10,000 position that is $5 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, STXF currently yields 1.19% against 2.24% for VYM.
Holdings Overlap
STXF and VYM share 213 holdings out of 895 unique holdings combined, representing a 32.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, STXF or VYM?
STXF has an expense ratio of 0.05% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, STXF or VYM?
Over the past year STXF returned +20.76% vs +22.18% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), STXF annualized +20.76% vs +7.03% for VYM. Past performance does not guarantee future results.
Which is riskier, STXF or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.4% for STXF. Worst drawdown: STXF -19.0% vs VYM -58.8%.
Should I hold both STXF and VYM?
STXF and VYM have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between STXF and VYM?
STXF and VYM share 213 common holdings with a 32.6% weight overlap. Combined, they hold 895 unique securities.
Which pays a higher dividend, STXF or VYM?
STXF yields 1.19% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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