STXV vs VOO
STXV vs VOO
STRIVE 1000 VALUE ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. STXV delivered stronger 1-year returns. STXV offers more diversification with 678 holdings.
Side-by-Side Comparison
| Metric | STXV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $82M | $979.0B | |
| Dividend Yield | 2.24% | 1.09% | |
| Holdings | 707 | 509 | |
| YTD Return | +17.23% | +13.80% | |
| 1Y Return | +30.47% | +23.71% | |
| 3Y Return (annualized) | +18.02% | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 12.6% | 14.1% | |
| Max Drawdown | -14.8% | -34.3% | |
| Fund Family | Strive Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 9, 2022 | Sep 7, 2010 |
STXV vs VOO Performance
STRIVE 1000 VALUE ETF (STXV) is a ETF from Strive Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year STXV returned +30.47% while VOO returned +23.71%. Year to date, STXV is up 17.23% versus a gain of 13.80% for VOO.
Over three years, STXV compounded at +18.02% per year against +21.50% for VOO. Across the full 4-year window we track, STXV has the edge at +15.79% annualized vs +13.58%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.6% for STXV. 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 -14.8% for STXV 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
STXV 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, STXV currently yields 2.24% against 1.09% for VOO.
Holdings Overlap
STXV and VOO share 365 holdings out of 818 unique holdings combined, representing a 37.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in STXV | Weight in VOO | Difference |
|---|---|---|---|
| XOM | 3.10% | 0.88% | 2.22% |
| MU | 1.25% | 2.02% | 0.77% |
| INTC | 1.78% | 1.02% | 0.76% |
| BRK.B | Pro | Pro | Pro |
| BAC | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| UNH | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| GS | Pro | Pro | Pro |
See all 10 holdings STXV 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, STXV or VOO?
STXV 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, STXV or VOO?
Over the past year STXV returned +30.47% vs +23.71% for VOO, so STXV leads on 1-year performance. Over the longest common window we track (4 years), STXV annualized +15.79% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, STXV or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.6% for STXV. Worst drawdown: STXV -14.8% vs VOO -34.3%.
Should I hold both STXV and VOO?
STXV and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between STXV and VOO?
STXV and VOO share 365 common holdings with a 37.2% weight overlap. Combined, they hold 818 unique securities.
Which pays a higher dividend, STXV or VOO?
STXV yields 2.24% while VOO yields 1.09%, so STXV currently pays the higher dividend yield.
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