STXG vs VOO

STXG vs VOO

Which is better, STXG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. STXG led over 3Y and the full window, VOO over 1Y. The two have moved almost in lockstep, correlation 0.97. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 47.3%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: VOO

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

MetricSTXGVOO
Expense Ratio0.18%0.03%Best
AUM$149M$997.4B
Dividend Yield0.46%1.04%
Holdings709509
YTD Return+9.12%+11.48%Best
1Y Return+12.10%+15.94%Best
3Y Return (annualized)+21.84%Best+21.01%
5Y Return (annualized)-+12.66%
Volatility (annualized)15.3%13.0%Best
Max Drawdown-21.2%-18.7%Best
$10,000 over 3.8 years$21,670Best$20,133
Top 10 Weight47.3%37.6%Best
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionNov 10, 2022Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Nov 17, 2022 to Sep 15, 2026 (3.8 years).

STXG vs VOO 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 3.8 years both funds cover.

STXG vs VOO Performance

Strive 1000 Growth ETF (STXG) is an ETF from Strive Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year STXG returned +12.10% while VOO returned +15.94%. Year to date, STXG is up 9.12% versus a gain of 11.48% for VOO.

Over three years, STXG compounded at +21.84% per year against +21.01% for VOO. Across the full 4-year window we track, STXG has the edge at +22.57% annualized vs +20.22%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

STXG has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.0% for VOO. 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 -21.2% for STXG and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

STXG charges 0.18% per year while VOO charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, STXG currently yields 0.46% against 1.04% for VOO.

Holdings Overlap

STXG already in VOO93.4%
VOO already in STXG88.7%

93.4% of STXG's money is in holdings VOO also owns. 88.7% of VOO's money is in holdings STXG also owns.

Most of STXG is already inside VOO. Owning both mostly buys the same companies twice.

354 positions in common, counted across the 702 positions we hold weights for in STXG and 494 in VOO, against full books of 709 and 509.

What only one of them owns

Our book lists 136 positions for VOO that do not appear in our book for STXG (10.7% of the fund), and 254 for STXG that do not appear in VOO (6.1%).

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

StockWeight in STXGWeight in VOODifference
NVDANvidia Corp9.86%7.55%2.31%
AAPLApple, Inc8.74%7.05%1.69%
MSFTMicrosoft Corp7.20%5.36%1.84%
AMZNAmazon.Com Inc4.83%4.13%0.70%
GOOGLAlphabet Inc,class A3.75%3.24%0.51%
AVGOBroadcom Inc3.29%2.86%0.43%
GOOGAlphabet Inc2.99%2.62%0.37%
METAMeta Platforms Inc2.40%1.90%0.50%
TSLATesla Inc2.36%1.36%1.00%
LLYEli Lilly & Co.1.88%1.41%0.47%

93.4% of STXG is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

STXGVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, STXG or VOO?

STXG has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, STXG or VOO?

Over the past year STXG returned +12.10% vs +15.94% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), STXG annualized +22.57% vs +20.22% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, STXG or VOO?

STXG has been the more volatile fund at 15.3% annualized versus 13.0% for VOO. Worst drawdown: STXG -21.2% vs VOO -18.7%.

Should I hold both STXG and VOO?

STXG and VOO have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between STXG and VOO?

93.4% of STXG's money is in holdings VOO also owns. 88.7% of VOO's is in holdings STXG also owns. They hold 354 positions in common, counted across the 702 positions we hold weights for in STXG and 494 in VOO.

Which pays a higher dividend, STXG or VOO?

STXG yields 0.46% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than STXG?

VOO has a lower expense ratio. STXG led over 3Y and the full window, VOO over 1Y. The two have moved almost in lockstep, correlation 0.97. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 47.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.