STXM vs VYM
STXM vs VYM
Strive Mid Cap ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | STXM | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.04% | |
| AUM | $16M | $79.0B | |
| Dividend Yield | 1.04% | 2.86% | |
| Holdings | 407 | 568 | |
| YTD Return | +1.23% | +15.20% | |
| 1Y Return | +18.69% | +25.56% | |
| 3Y Return (annualized) | - | +17.86% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 14.6% | 14.6% | |
| Max Drawdown | -23.8% | -58.8% | |
| Fund Family | Strive Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 11, 2024 | Nov 10, 2006 |
STXM vs VYM Performance
Strive Mid Cap ETF (STXM) is a ETF from Strive Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year STXM returned +18.69% while VYM returned +25.56%. Year to date, STXM is up 1.23% versus a gain of 15.20% for VYM.
Risk: Volatility and Drawdowns
STXM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -23.8% for STXM 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
STXM 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, STXM currently yields 1.04% against 2.86% for VYM.
Holdings Overlap
STXM and VYM share 94 holdings out of 859 unique holdings combined, representing a 4.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in STXM | Weight in VYM | Difference |
|---|---|---|---|
| KEY | 0.53% | 0.09% | 0.44% |
| CHRW | 0.50% | 0.10% | 0.40% |
| NVT:LN | 0.50% | 0.08% | 0.42% |
| SNA | Pro | Pro | Pro |
| BG | Pro | Pro | Pro |
| FNF | Pro | Pro | Pro |
| RS | Pro | Pro | Pro |
| DKS | Pro | Pro | Pro |
| AVY | Pro | Pro | Pro |
| EWBC | Pro | Pro | Pro |
See all 10 holdings STXM 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, STXM or VYM?
STXM 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, STXM or VYM?
Over the past year STXM returned +18.69% vs +25.56% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), STXM annualized +8.46% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, STXM or VYM?
STXM has been the more volatile fund at 14.6% annualized versus 14.6% for VYM. Worst drawdown: STXM -23.8% vs VYM -58.8%.
Should I hold both STXM and VYM?
STXM and VYM have a monthly-return correlation of 0.90, 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 STXM and VYM?
STXM and VYM share 94 common holdings with a 4.0% weight overlap. Combined, they hold 859 unique securities.
Which pays a higher dividend, STXM or VYM?
STXM yields 1.04% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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