STXG vs VYM
STXG vs VYM
Strive 1000 Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. STXG offers more diversification with 648 holdings.
Side-by-Side Comparison
| Metric | STXG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.04% | |
| AUM | $145M | $79.0B | |
| Dividend Yield | 0.46% | 2.86% | |
| Holdings | 706 | 568 | |
| YTD Return | +12.07% | +15.57% | |
| 1Y Return | +20.62% | +25.99% | |
| 3Y Return (annualized) | +22.49% | +18.02% | |
| 5Y Return (annualized) | - | +12.71% | |
| Volatility (annualized) | 15.4% | 14.6% | |
| Max Drawdown | -21.2% | -58.8% | |
| Fund Family | Strive Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 10, 2022 | Nov 10, 2006 |
STXG vs VYM Performance
Strive 1000 Growth ETF (STXG) is a ETF from Strive Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year STXG returned +20.62% while VYM returned +25.99%. Year to date, STXG is up 12.07% versus a gain of 15.57% for VYM.
Over three years, STXG compounded at +22.49% per year against +18.02% for VYM. Across the full 4-year window we track, STXG has the edge at +24.23% annualized vs +7.07%. 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 14.6% for VYM. 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 -21.2% for STXG 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
STXG 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, STXG currently yields 0.46% against 2.86% for VYM.
Holdings Overlap
STXG and VYM share 142 holdings out of 1064 unique holdings combined, representing a 17.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in STXG | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 3.37% | 6.47% | 3.10% |
| JPM | 1.55% | 3.36% | 1.81% |
| WMT | 0.83% | 2.44% | 1.61% |
| JNJ | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
See all 10 holdings STXG shares with VYM 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, STXG or VYM?
STXG 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, STXG or VYM?
Over the past year STXG returned +20.62% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), STXG annualized +24.23% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, STXG or VYM?
STXG has been the more volatile fund at 15.4% annualized versus 14.6% for VYM. Worst drawdown: STXG -21.2% vs VYM -58.8%.
Should I hold both STXG and VYM?
STXG and VYM have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between STXG and VYM?
STXG and VYM share 142 common holdings with a 17.7% weight overlap. Combined, they hold 1064 unique securities.
Which pays a higher dividend, STXG or VYM?
STXG yields 0.46% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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