STXV vs VXUS

STXV vs VXUS

Which is better, STXV or VXUS?

Large Cap Value against Large Cap Blend.

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

Lower Fees: VXUSHigher Returns: split

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

MetricSTXVVXUS
Expense Ratio0.18%0.05%Best
AUM$81M$158.1B
Dividend Yield2.01%2.51%
Holdings7128,747
YTD Return+17.54%Best+12.57%
1Y Return+25.78%Best+19.71%
3Y Return (annualized)+18.80%+19.25%Best
5Y Return (annualized)-+8.59%
Volatility (annualized)12.4%Best12.8%
Max Drawdown-14.8%-13.6%Best
$10,000 over 3.8 years$17,234$18,498Best
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 9, 2022Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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).

STXV vs VXUS 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.

STXV vs VXUS Performance

STRIVE 1000 VALUE ETF (STXV) is an ETF from Strive Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year STXV returned +25.78% while VXUS returned +19.71%. Year to date, STXV is up 17.54% versus a gain of 12.57% for VXUS.

Over three years, STXV compounded at +18.80% per year against +19.25% for VXUS. Across the full 4-year window we track, VXUS has the edge at +17.57% annualized vs +15.40%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 12.4% for STXV. 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 -14.8% for STXV and -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

STXV charges 0.18% per year while VXUS charges 0.05%. On a $10,000 position that is $18 vs $5 annually, a gap of $13 per year that compounds over a long holding period. On income, STXV currently yields 2.01% against 2.51% for VXUS.

Holdings Overlap

STXV already in VXUS1.0%

At least 1.0% of STXV's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

STXV and VXUS share little of their money.

11 positions in common, counted across the 704 positions we hold weights for in STXV and 8,082 in VXUS, against full books of 712 and 8,747.

Top Shared Holdings

StockWeight in STXVWeight in VXUSDifference
MKLMarkel Group Inc0.10%0.76%0.66%
SRESempra Common Stock0.30%0.00%0.30%
HBANHuntington Bancshares Inc./Oh0.18%0.05%0.13%
KRKroger Co.0.16%0.00%0.16%
HALHalliburton Co.0.13%0.02%0.11%
JHX:AUJames Hardie Industries PLC0.03%0.03%0.00%
QGEN:ASQiagen Nv0.03%0.02%0.01%
AMAntero Midstream Corporationam0.04%0.01%0.03%
SMGScotts Miracle-Gro Company0.02%0.00%0.02%
SAN:MABanco Santander, S.A Sponsored Adr - Sponsored (1 Ads : 1 Ordinary)0.02%0.00%0.02%

You are not choosing between two funds in isolation.

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

STXVVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, STXV or VXUS?

STXV has an expense ratio of 0.18% while VXUS charges 0.05%. VXUS is the cheaper option, by $13 a year on a $10,000 investment.

Which performed better, STXV or VXUS?

Over the past year STXV returned +25.78% vs +19.71% for VXUS, so STXV leads on 1-year performance. Over the longest common window we track (4 years), STXV annualized +15.40% vs +17.57% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, STXV or VXUS?

VXUS has been the more volatile fund at 12.8% annualized versus 12.4% for STXV. Worst drawdown: STXV -14.8% vs VXUS -13.6%.

Should I hold both STXV and VXUS?

STXV and VXUS have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between STXV and VXUS?

At least 1.0% of STXV's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 11 positions in common, counted across the 704 positions we hold weights for in STXV and 8,082 in VXUS.

Which pays a higher dividend, STXV or VXUS?

STXV yields 2.01% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than STXV?

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