Screener
STXT vs SHY
Strive Total Return Bond ETF vs iShares 1-3 Year Treasury Bond ETF
Key differences
Both STXT and SHY are fixed income ETFs. STXT charges 0.49% a year and SHY 0.15%. The main difference: STXT follows a active selection strategy; SHY uses index tracking.
- STXT follows a active selection strategy; SHY uses index tracking.
- SHY costs 0.34% less per year.
- SHY is much larger than STXT. Larger funds are usually more liquid and less likely to close.
- SHY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STXT | SHY | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.15% |
| Fund size (AUM) | $123M | $25.4B |
| Since | 2023 | 2002 |
| Dividend yield | 4.69% | 3.71% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.9% | +3.3% |
| CAGR 3Y | N/A | +4.1% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | N/A | 0.29 |
| Volatility 1Y | 3.84% | 1.33% |
| Max drawdown | -5.27% | -5.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.