Screener
STXD vs FVD
Strive 1000 Dividend Growth ETF vs First Trust Value Line Dividend Index Fund
Key differences
Both STXD and FVD are equity ETFs. STXD charges 0.35% a year and FVD 0.62%. The main difference: STXD costs 0.27% less per year.
- STXD costs 0.27% less per year.
- FVD is much larger than STXD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, STXD has delivered higher annualized returns.
- FVD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STXD | FVD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.62% |
| Fund size (AUM) | $66M | $8.0B |
| Since | 2022 | 2003 |
| Dividend yield | 1.21% | 2.29% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.6% | +10.3% |
| CAGR 3Y | +15.5% | +9.1% |
| CAGR 5Y | N/A | +5.9% |
| Sharpe 3Y | 0.85 | 0.52 |
| Volatility 1Y | 11.84% | 9.67% |
| Max drawdown | -14.87% | -35.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.