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STXV vs FTCS

Strive 1000 Value ETF vs First Trust Capital Strength ETF

STXV

Strive 1000 Value ETF

Annual cost

0.18%

Fund size

$79M

FTCS

First Trust Capital Strength ETF

Annual cost

0.53%

Fund size

$7.7B

Key differences

Both STXV and FTCS are equity ETFs. STXV charges 0.18% a year and FTCS 0.53%. The main difference: STXV costs 0.35% less per year.

  • STXV costs 0.35% less per year.
  • FTCS is much larger than STXV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, STXV has delivered higher annualized returns.
  • FTCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STXVFTCS
Annual cost (TER)0.18%0.53%
Fund size (AUM)$79M$7.7B
Since20222006
Dividend yield2.24%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+5.4%
CAGR 3Y+18.3%+10.4%
CAGR 5YN/A+6.1%
Sharpe 3Y1.100.62
Volatility 1Y10.14%9.96%
Max drawdown-14.80%-31.93%

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

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