STXT vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSTXTVOOWinner
Expense Ratio0.49%0.03%
AUM$119M$979.0B
Dividend Yield5.07%1.09%
Holdings219509
YTD Return-0.50%+13.79%
1Y Return+0.85%+23.01%
3Y Return (annualized)+3.68%+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)5.5%14.1%
Max Drawdown-5.8%-34.3%
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionAug 10, 2023Sep 7, 2010

STXT vs VOO Performance

Strive Total Return Bond ETF (STXT) is a ETF from Strive Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year STXT returned +0.85% while VOO returned +23.01%. Year to date, STXT is down 0.50% versus a gain of 13.79% for VOO.

Over three years, STXT compounded at +3.68% per year against +21.78% for VOO. Across the full 3-year window we track, VOO has the edge at +13.57% annualized vs +3.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.5% for STXT. 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 -5.8% for STXT 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

STXT charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, STXT currently yields 5.07% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

STXT and VOO share 0 holdings out of 652 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, STXT or VOO?

STXT has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, STXT or VOO?

Over the past year STXT returned +0.85% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), STXT annualized +3.69% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, STXT or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 5.5% for STXT. Worst drawdown: STXT -5.8% vs VOO -34.3%.

Should I hold both STXT and VOO?

STXT 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 STXT and VOO?

STXT and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 652 unique securities.

Which pays a higher dividend, STXT or VOO?

STXT yields 5.07% while VOO yields 1.09%, so STXT currently pays the higher dividend yield.

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