STXD vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSTXDVTIWinner
Expense Ratio0.35%0.03%
AUM$64M$663.5B
Dividend Yield1.21%1.07%
Holdings1813,543
YTD Return+11.15%+14.20%
1Y Return+19.28%+24.16%
3Y Return (annualized)+15.86%+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)10.9%15.3%
Max Drawdown-14.9%-56.6%
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionNov 10, 2022May 24, 2001

STXD vs VTI Performance

Strive 1000 Dividend Growth ETF (STXD) is a ETF from Strive Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year STXD returned +19.28% while VTI returned +24.16%. Year to date, STXD is up 11.15% versus a gain of 14.20% for VTI.

Over three years, STXD compounded at +15.86% per year against +21.12% for VTI. Across the full 4-year window we track, STXD has the edge at +15.12% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI 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 -14.9% for STXD and -56.6% for VTI. 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

STXD charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, STXD currently yields 1.21% against 1.07% for VTI.

Holdings Overlap

6.8%overlap

STXD and VTI share 20 holdings out of 2785 unique holdings combined, representing a 6.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in STXDWeight in VTIDifference
MSFT4.59%3.81%0.78%
AMAT2.92%0.79%2.13%
LIN:IE1.67%0.33%1.34%
AMGNProProPro
APHProProPro
ADIProProPro
ABTProProPro
SYKProProPro
TTProProPro
ADPProProPro
See all 10 holdings STXD shares with VTI
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Frequently Asked Questions

Which is cheaper, STXD or VTI?

STXD has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, STXD or VTI?

Over the past year STXD returned +19.28% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), STXD annualized +15.12% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, STXD or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 10.9% for STXD. Worst drawdown: STXD -14.9% vs VTI -56.6%.

Should I hold both STXD and VTI?

STXD and VTI 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 STXD and VTI?

STXD and VTI share 20 common holdings with a 6.8% weight overlap. Combined, they hold 2785 unique securities.

Which pays a higher dividend, STXD or VTI?

STXD yields 1.21% while VTI yields 1.07%, so STXD currently pays the higher dividend yield.

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