SPY vs STXG
SPY vs STXG
State Street SPDR S&P 500 ETF Trust vs Strive 1000 Growth ETF
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. STXG offers more diversification with 648 holdings.
Side-by-Side Comparison
| Metric | SPY | STXG | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.18% | |
| AUM | $789.1B | $145M | |
| Dividend Yield | 1.01% | 0.46% | |
| Holdings | 505 | 706 | |
| YTD Return | +13.50% | +12.07% | |
| 1Y Return | +23.56% | +20.62% | |
| 3Y Return (annualized) | +21.17% | +22.49% | |
| 5Y Return (annualized) | +13.46% | - | |
| Volatility (annualized) | 15.3% | 15.4% | |
| Max Drawdown | -56.5% | -21.2% | |
| Fund Family | State Street Investment Management | Strive Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 22, 1993 | Nov 10, 2022 |
SPY vs STXG Performance
State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Strive 1000 Growth ETF (STXG) is a ETF from Strive Asset Management. Over the past year SPY returned +23.56% while STXG returned +20.62%. Year to date, SPY is up 13.50% versus a gain of 12.07% for STXG.
Over three years, SPY compounded at +21.17% per year against +22.49% for STXG. Across the full 4-year window we track, STXG has the edge at +24.23% annualized vs +8.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STXG has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 15.3% for SPY. 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 -21.2% for STXG. 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
SPY charges 0.09% per year while STXG charges 0.18%. On a $10,000 position that is $9 vs $18 annually, a gap of $9 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.46% for STXG.
Holdings Overlap
SPY and STXG share 348 holdings out of 803 unique holdings combined, representing a 78.3% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in SPY | Weight in STXG | Difference |
|---|---|---|---|
| NVDA | 7.31% | 9.00% | 1.69% |
| AAPL | 7.09% | 8.77% | 1.68% |
| MSFT | 4.43% | 5.65% | 1.22% |
| AMZN | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
See all 10 holdings SPY shares with STXG 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 STXG?
SPY has an expense ratio of 0.09% while STXG charges 0.18%. SPY is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, SPY or STXG?
Over the past year SPY returned +23.56% vs +20.62% for STXG, so SPY leads on 1-year performance. Over the longest common window we track (4 years), SPY annualized +8.85% vs +24.23% for STXG. Past performance does not guarantee future results.
Which is riskier, SPY or STXG?
STXG has been the more volatile fund at 15.4% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs STXG -21.2%.
Should I hold both SPY and STXG?
SPY and STXG 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 SPY and STXG?
SPY and STXG share 348 common holdings with a 78.3% weight overlap. Combined, they hold 803 unique securities.
Which pays a higher dividend, SPY or STXG?
SPY yields 1.01% while STXG yields 0.46%, so SPY currently pays the higher dividend yield.
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