STXI vs VOO

STXI vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSTXIVOOWinner
Expense Ratio0.29%0.03%
AUM$21M$997.4B
Dividend Yield2.84%1.08%
Holdings253509
YTD Return-2.93%+13.73%
1Y Return+19.00%+21.53%
3Y Return (annualized)-+22.60%
5Y Return (annualized)-+13.31%
Volatility (annualized)13.2%14.1%
Max Drawdown-14.1%-34.3%
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionJun 11, 2024Sep 7, 2010

STXI vs VOO Performance

Strive International Developed Markets ETF (STXI) is a ETF from Strive Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year STXI returned +19.00% while VOO returned +21.53%. Year to date, STXI is down 2.93% versus a gain of 13.73% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.2% for STXI. 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 -14.1% for STXI and -34.3% for VOO. 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

STXI charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, STXI currently yields 2.84% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

STXI and VOO share 0 holdings out of 755 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, STXI or VOO?

STXI has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, STXI or VOO?

Over the past year STXI returned +19.00% vs +21.53% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), STXI annualized +14.37% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, STXI or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.2% for STXI. Worst drawdown: STXI -14.1% vs VOO -34.3%.

Should I hold both STXI and VOO?

STXI and VOO have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between STXI and VOO?

STXI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 755 unique securities.

Which pays a higher dividend, STXI or VOO?

STXI yields 2.84% while VOO yields 1.08%, so STXI currently pays the higher dividend yield.

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