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STXV vs PTL
Strive 1000 Value ETF vs Inspire 500 ETF
Key differences
- PTL costs 0.09% less per year.
- PTL is significantly larger than STXV — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| STXV | PTL | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.09% |
| Fund size (AUM) | $78M | $799M |
| Since | 2022 | 2024 |
| Dividend yield | 2.28% | 1.14% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.5% | +32.4% |
| CAGR 3Y | +18.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.10 | N/A |
| Volatility 1Y | 10.22% | 14.69% |
| Max drawdown | -14.80% | -19.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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