STXK vs VOO
Strive Small-Cap ETF vs Vanguard S&P 500 ETF
Which is better, STXK or VOO?
Small Cap Blend against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. STXK is less concentrated, with 4.0% of the fund in its ten largest positions against 37.6%.
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 | STXK | VOO |
|---|---|---|
| Expense Ratio | 0.18% | 0.03%Best |
| AUM | $85M | $997.4B |
| Dividend Yield | 1.15% | 1.04% |
| Holdings | 603 | 509 |
| YTD Return | +10.81% | +11.48%Best |
| 1Y Return | +13.43% | +15.94%Best |
| 3Y Return (annualized) | +14.40% | +21.01%Best |
| 5Y Return (annualized) | - | +12.66% |
| Volatility (annualized) | 18.6% | 13.0%Best |
| Max Drawdown | -27.1% | -18.7%Best |
| $10,000 over 3.8 years | $15,409 | $20,133Best |
| Top 10 Weight | 4.0%Best | 37.6% |
| Fund Family | Strive Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Nov 10, 2022 | Sep 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).
STXK 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.
STXK vs VOO Performance
Strive Small-Cap ETF (STXK) is an ETF from Strive Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year STXK returned +13.43% while VOO returned +15.94%. Year to date, STXK is up 10.81% versus a gain of 11.48% for VOO.
Over three years, STXK compounded at +14.40% per year against +21.01% for VOO. Across the full 4-year window we track, VOO has the edge at +20.22% annualized vs +12.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STXK has been the more volatile fund, with annualized monthly volatility of 18.6% 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 -27.1% for STXK 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
STXK 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, STXK currently yields 1.15% against 1.04% for VOO.
Holdings Overlap
0.2% of STXK's money is in holdings VOO also owns. 0.1% of VOO's money is in holdings STXK 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 595 positions we hold weights for in STXK and 494 in VOO, against full books of 603 and 509.
What only one of them owns
Our book lists 485 positions for VOO that do not appear in our book for STXK (99.0% of the fund), and 573 for STXK that do not appear in VOO (96.6%).
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 STXK and VOO 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, STXK or VOO?
STXK 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, STXK or VOO?
Over the past year STXK returned +13.43% vs +15.94% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), STXK annualized +12.05% vs +20.22% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, STXK or VOO?
STXK has been the more volatile fund at 18.6% annualized versus 13.0% for VOO. Worst drawdown: STXK -27.1% vs VOO -18.7%.
Should I hold both STXK and VOO?
STXK and VOO have a monthly-return correlation of 0.78, 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, STXK or VOO?
STXK yields 1.15% while VOO yields 1.04%, so STXK currently pays the higher dividend yield.
Is VOO better than STXK?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. STXK is less concentrated, with 4.0% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.