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STXV vs SVAL

Strive 1000 Value ETF vs iShares US Small Cap Value Factor ETF

STXV

Strive 1000 Value ETF

Strive AM

Annual cost

0.18%

Fund size

$78M

SVAL

iShares US Small Cap Value Factor ETF

iShares

Annual cost

0.20%

Fund size

$188M

Key differences

  • Over the last 3 years, SVAL has delivered higher annualized returns.

Side-by-side comparison

STXVSVAL
Annual cost (TER)0.18%0.20%
Fund size (AUM)$78M$188M
Since20222020
Dividend yield2.28%2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+39.2%
CAGR 3Y+18.2%+19.4%
CAGR 5YN/A+7.2%
Sharpe 3Y1.100.75
Volatility 1Y10.22%18.06%
Max drawdown-14.80%-27.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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