STXT vs VOO

STXT vs VOO

Which is better, STXT or VOO?

High Yield Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: 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

MetricSTXTVOO
Expense Ratio0.49%0.03%Best
AUM$119M$997.4B
Dividend Yield4.96%1.04%
Holdings212509
YTD Return-1.05%+12.25%Best
1Y Return-0.93%+17.03%Best
3Y Return (annualized)+3.71%+21.25%Best
5Y Return (annualized)-+13.08%
Volatility (annualized)5.5%Best12.8%
Max Drawdown-5.8%Best-18.7%
$10,000 over 3.1 years$11,085$17,776Best
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionAug 10, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 10, 2023 to Sep 17, 2026 (3.1 years).

STXT 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 3.1 years both funds cover.

STXT vs VOO Performance

Strive Total Return Bond ETF (STXT) is an ETF from Strive Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year STXT returned -0.93% while VOO returned +17.03%. Year to date, STXT is down 1.05% versus a gain of 12.25% for VOO.

Over three years, STXT compounded at +3.71% per year against +21.25% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.8% 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 -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 0.53. They move together some of the time, and apart the rest.

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 4.96% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 137 holdings in STXT and 494 in VOO, totalling 47.2% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 137 positions we hold weights for in STXT and 494 in VOO, against full books of 212 and 509.

You are not choosing between two funds in isolation.

Whichever of STXT and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

STXTVOO

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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, by $46 a year on a $10,000 investment.

Which performed better, STXT or VOO?

Over the past year STXT returned -0.93% vs +17.03% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, STXT or VOO?

VOO has been the more volatile fund at 12.8% annualized versus 5.5% for STXT. Worst drawdown: STXT -5.8% vs VOO -18.7%.

Should I hold both STXT and VOO?

STXT and VOO have a monthly-return correlation of 0.53, 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, STXT or VOO?

STXT yields 4.96% while VOO yields 1.04%, so STXT currently pays the higher dividend yield.

Is VOO better than STXT?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.