STXK vs VOO
STXK vs VOO
Strive Small-Cap ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. STXK delivered stronger 1-year returns. STXK offers more diversification with 598 holdings.
Side-by-Side Comparison
| Metric | STXK | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $85M | $979.0B | |
| Dividend Yield | 1.38% | 1.09% | |
| Holdings | 602 | 509 | |
| YTD Return | +17.21% | +13.31% | |
| 1Y Return | +27.82% | +24.01% | |
| 3Y Return (annualized) | +14.41% | +21.17% | |
| 5Y Return (annualized) | - | +13.34% | |
| Volatility (annualized) | 18.7% | 14.1% | |
| Max Drawdown | -27.1% | -34.3% | |
| Fund Family | Strive Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 10, 2022 | Sep 7, 2010 |
STXK vs VOO Performance
Strive Small-Cap ETF (STXK) is a ETF from Strive Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year STXK returned +27.82% while VOO returned +24.01%. Year to date, STXK is up 17.21% versus a gain of 13.31% for VOO.
Over three years, STXK compounded at +14.41% per year against +21.17% for VOO. Across the full 4-year window we track, STXK has the edge at +14.15% annualized vs +13.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STXK has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 14.1% for VOO. 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 -27.1% for STXK and -34.3% for VOO. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
STXK charges 0.18% per year while VOO charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, STXK currently yields 1.38% against 1.09% for VOO.
Holdings Overlap
STXK and VOO share 4 holdings out of 1099 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in STXK | Weight in VOO | Difference |
|---|---|---|---|
| GILD | 0.00% | 0.24% | 0.24% |
| PFE | 0.00% | 0.21% | 0.21% |
| BLDR | 0.17% | 0.01% | 0.16% |
| BIIB | Pro | Pro | Pro |
See all 4 holdings STXK shares with VOO 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, STXK or VOO?
STXK has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, STXK or VOO?
Over the past year STXK returned +27.82% vs +24.01% for VOO, so STXK leads on 1-year performance. Over the longest common window we track (4 years), STXK annualized +14.15% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, STXK or VOO?
STXK has been the more volatile fund at 18.7% annualized versus 14.1% for VOO. Worst drawdown: STXK -27.1% vs VOO -34.3%.
Should I hold both STXK and VOO?
STXK and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between STXK and VOO?
STXK and VOO share 4 common holdings with a 0.0% weight overlap. Combined, they hold 1099 unique securities.
Which pays a higher dividend, STXK or VOO?
STXK yields 1.38% while VOO yields 1.09%, so STXK currently pays the higher dividend yield.
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