SPY vs STXD
SPY vs STXD
State Street SPDR S&P 500 ETF Trust vs Strive 1000 Dividend Growth ETF
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | SPY | STXD | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.35% | |
| AUM | $789.1B | $64M | |
| Dividend Yield | 1.01% | 1.21% | |
| Holdings | 505 | 181 | |
| YTD Return | +13.79% | +11.15% | |
| 1Y Return | +23.66% | +19.28% | |
| 3Y Return (annualized) | +21.40% | +15.86% | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.3% | 10.9% | |
| Max Drawdown | -56.5% | -14.9% | |
| Fund Family | State Street Investment Management | Strive Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 22, 1993 | Nov 10, 2022 |
SPY vs STXD Performance
State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Strive 1000 Dividend Growth ETF (STXD) is a ETF from Strive Asset Management. Over the past year SPY returned +23.66% while STXD returned +19.28%. Year to date, SPY is up 13.79% versus a gain of 11.15% for STXD.
Over three years, SPY compounded at +21.40% per year against +15.86% for STXD. Across the full 4-year window we track, STXD has the edge at +15.12% annualized vs +8.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 10.9% for STXD. 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 -56.5% for SPY and -14.9% for STXD. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SPY charges 0.09% per year while STXD charges 0.35%. On a $10,000 position that is $9 vs $35 annually, a gap of $26 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 1.21% for STXD.
Holdings Overlap
SPY and STXD share 18 holdings out of 507 unique holdings combined, representing a 7.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SPY | Weight in STXD | Difference |
|---|---|---|---|
| MSFT | 4.43% | 4.59% | 0.16% |
| AMAT | 0.73% | 2.92% | 2.19% |
| LIN:IE | 0.39% | 1.67% | 1.28% |
| AMGN | Pro | Pro | Pro |
| APH | Pro | Pro | Pro |
| ADI | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
| SYK | Pro | Pro | Pro |
| TT | Pro | Pro | Pro |
| ADP | Pro | Pro | Pro |
See all 10 holdings SPY shares with STXD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SPY or STXD?
SPY has an expense ratio of 0.09% while STXD charges 0.35%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, SPY or STXD?
Over the past year SPY returned +23.66% vs +19.28% for STXD, so SPY leads on 1-year performance. Over the longest common window we track (4 years), SPY annualized +8.85% vs +15.12% for STXD. Past performance does not guarantee future results.
Which is riskier, SPY or STXD?
SPY has been the more volatile fund at 15.3% annualized versus 10.9% for STXD. Worst drawdown: SPY -56.5% vs STXD -14.9%.
Should I hold both SPY and STXD?
SPY and STXD have a monthly-return correlation of 0.91, 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 SPY and STXD?
SPY and STXD share 18 common holdings with a 7.7% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, SPY or STXD?
SPY yields 1.01% while STXD yields 1.21%, so STXD currently pays the higher dividend yield.
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