STXV vs VYM
STRIVE 1000 VALUE ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. STXV delivered stronger 1-year returns. STXV offers more diversification with 712 holdings.
Side-by-Side Comparison
| Metric | STXV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.04% | |
| AUM | $84M | $81.6B | |
| Dividend Yield | 2.06% | 2.24% | |
| Holdings | 712 | 616 | |
| YTD Return | +18.97% | +15.25% | |
| 1Y Return | +27.47% | +22.18% | |
| 3Y Return (annualized) | +19.67% | +18.83% | |
| 5Y Return (annualized) | - | +12.09% | |
| Volatility (annualized) | 12.6% | 14.6% | |
| Max Drawdown | -14.8% | -58.8% | |
| Fund Family | Strive Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 9, 2022 | Nov 10, 2006 |
STXV vs VYM Performance
STRIVE 1000 VALUE ETF (STXV) is a ETF from Strive Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year STXV returned +27.47% while VYM returned +22.18%. Year to date, STXV is up 18.97% versus a gain of 15.25% for VYM.
Over three years, STXV compounded at +19.67% per year against +18.83% for VYM. Across the full 4-year window we track, STXV has the edge at +16.02% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.6% 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 -58.8% for VYM. 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
STXV charges 0.18% per year while VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, STXV currently yields 2.06% against 2.24% for VYM.
Holdings Overlap
STXV and VYM share 348 holdings out of 933 unique holdings combined, representing a 62.2% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, STXV or VYM?
STXV has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, STXV or VYM?
Over the past year STXV returned +27.47% vs +22.18% for VYM, so STXV leads on 1-year performance. Over the longest common window we track (4 years), STXV annualized +16.02% vs +7.03% for VYM. Past performance does not guarantee future results.
Which is riskier, STXV or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.6% for STXV. Worst drawdown: STXV -14.8% vs VYM -58.8%.
Should I hold both STXV and VYM?
STXV and VYM have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between STXV and VYM?
STXV and VYM share 348 common holdings with a 62.2% weight overlap. Combined, they hold 933 unique securities.
Which pays a higher dividend, STXV or VYM?
STXV yields 2.06% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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