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PTL vs STXV
Inspire 500 ETF vs Strive 1000 Value ETF
Key differences
- PTL costs 0.09% less per year.
- PTL is significantly larger than STXV — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| PTL | STXV | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.18% |
| Fund size (AUM) | $799M | $78M |
| Since | 2024 | 2022 |
| Dividend yield | 1.14% | 2.28% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.4% | +29.5% |
| CAGR 3Y | N/A | +18.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.10 |
| Volatility 1Y | 14.69% | 10.22% |
| Max drawdown | -19.72% | -14.80% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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