STXM vs VOO
Strive Mid Cap ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | STXM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $16M | $997.4B | |
| Dividend Yield | 1.04% | 1.08% | |
| Holdings | 407 | 509 | |
| YTD Return | +1.23% | +12.25% | |
| 1Y Return | +18.69% | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 14.6% | 14.1% | |
| Max Drawdown | -23.8% | -34.3% | |
| Fund Family | Strive Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 11, 2024 | Sep 7, 2010 |
STXM vs VOO Performance
Strive Mid Cap ETF (STXM) is a ETF from Strive Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year STXM returned +18.69% while VOO returned +20.92%. Year to date, STXM is up 1.23% versus a gain of 12.25% for VOO.
Risk: Volatility and Drawdowns
STXM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.1% 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 -23.8% for STXM 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
STXM 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, STXM currently yields 1.04% against 1.08% for VOO.
Holdings Overlap
STXM and VOO share 58 holdings out of 842 unique holdings combined, representing a 2.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, STXM or VOO?
STXM has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, STXM or VOO?
Over the past year STXM returned +18.69% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), STXM annualized +8.46% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, STXM or VOO?
STXM has been the more volatile fund at 14.6% annualized versus 14.1% for VOO. Worst drawdown: STXM -23.8% vs VOO -34.3%.
Should I hold both STXM and VOO?
STXM and VOO have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between STXM and VOO?
STXM and VOO share 58 common holdings with a 2.0% weight overlap. Combined, they hold 842 unique securities.
Which pays a higher dividend, STXM or VOO?
STXM yields 1.04% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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