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SPDF vs STXV

Defender Risk Adaptive 500 ETF vs Strive 1000 Value ETF

SPDF

Defender Risk Adaptive 500 ETF

Annual cost

0.69%

Fund size

$18M

STXV

Strive 1000 Value ETF

Annual cost

0.18%

Fund size

$79M

Key differences

Both SPDF and STXV are equity ETFs. SPDF charges 0.69% a year and STXV 0.18%. The main difference: SPDF follows a active selection strategy; STXV uses index tracking.

  • SPDF follows a active selection strategy; STXV uses index tracking.
  • STXV costs 0.51% less per year.
  • STXV is much larger than SPDF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SPDFSTXV
Annual cost (TER)0.69%0.18%
Fund size (AUM)$18M$79M
Since20262022
Dividend yield2.24%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.6%
CAGR 3YN/A+18.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.10
Volatility 1Y10.14%
Max drawdown-4.39%-14.80%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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