Screener
STXD vs PTL
Strive 1000 Dividend Growth ETF vs Inspire 500 ETF
Key differences
Both STXD and PTL are equity ETFs. STXD charges 0.35% a year and PTL 0.09%. The main difference: PTL costs 0.26% less per year.
- PTL costs 0.26% less per year.
- PTL is much larger than STXD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| STXD | PTL | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.09% |
| Fund size (AUM) | $66M | $843M |
| Since | 2022 | 2024 |
| Dividend yield | 1.21% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.6% | +27.5% |
| CAGR 3Y | +15.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.85 | N/A |
| Volatility 1Y | 11.84% | 15.41% |
| Max drawdown | -14.87% | -19.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.