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SSPY vs STXV

Stratified LargeCap Index ETF vs Strive 1000 Value ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

STXV

Strive 1000 Value ETF

Annual cost

0.18%

Fund size

$79M

Key differences

Both SSPY and STXV are equity ETFs. SSPY charges 0.45% a year and STXV 0.18%. The main difference: STXV costs 0.27% less per year.

  • STXV costs 0.27% less per year.
  • Over the last three years, STXV has delivered higher annualized returns.

Side-by-side comparison

SSPYSTXV
Annual cost (TER)0.45%0.18%
Fund size (AUM)$125M$79M
Since20192022
Dividend yield1.26%2.24%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.3%+28.6%
CAGR 3Y+14.9%+18.3%
CAGR 5Y+9.2%N/A
Sharpe 3Y0.841.10
Volatility 1Y10.78%10.14%
Max drawdown-36.67%-14.80%

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

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