STXD vs COAL
Comparison between STRIVE 1000 DIVIDEND GROWTH ETF (STXD, ETF) and RANGE GLOBAL COAL INDEX ETF (COAL, ETF).
STXD vs COAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STXD
$66M
COAL
$66M
Expense Ratio
Winner
STXD
0.35%
COAL
0.85%
Max Drawdown
Winner
STXD
15.34%
COAL
43.33%
Sharpe Ratio
STXD
1.04
Winner
COAL
1.50
5Y Beta
STXD
0.78
Winner
COAL
0.69
P/E Ratio
STXD
28.79
COAL
N/A
Forward P/E
STXD
23.72
COAL
N/A
PEG Ratio
STXD
0.29
COAL
N/A
5Y EPS CAGR
STXD
16.94%
COAL
N/A
P/S Ratio
STXD
4.25
COAL
N/A
P/B Ratio
STXD
6.60
COAL
N/A
STXD vs COAL - Holdings Comparison
STXD and COAL have 1 common holdings. Overlap is 0.00%
STXD's top 25 holdings weight is 61.59%. COAL's top 25 holdings weight is 98.82%.
| Rank | STXD | COAL |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 6.80% | WARRIOR MET COAL INC (HCC) - 11.20% |
| #2 | ELI LILLY AND CO (LLY) - 5.33% | YANCOAL AUSTRALIA LTD (n/a) - 8.01% |
| #3 | MICROSOFT CORP (MSFT) - 5.26% | ALPHA METALLURGICAL RESOURCES INC (AMR) - 7.73% |
| #4 | JPMORGAN CHASE & CO (JPM) - 4.75% | WHITEHAVEN COAL LTD (n/a) - 6.45% |
| #5 | VISA INC CLASS A (V) - 3.59% | CORE NATURAL RESOURCES INC ORDINARY SHARES (CNR) - 5.85% |
| #6 | COSTCO WHOLESALE CORP (COST) - 2.86% | BHP GROUP LTD ADR (BHP) - 4.97% |
| #7 | LAM RESEARCH CORP (LRCX) - 2.81% | GLENCORE PLC (n/a) - 4.51% |
| #8 | ORACLE CORP (ORCL) - 2.81% | NEW HOPE CORP LTD (n/a) - 4.47% |
| #9 | MASTERCARD INC CLASS A (MA) - 2.63% | STANMORE RESOURCES LTD (n/a) - 4.36% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.61% | ALLIANCE RESOURCE PARTNERS LP (ARLP) - 4.34% |
| #11 | THE GOLDMAN SACHS GROUP INC (GS) - 2.14% | AURIZON HOLDINGS LTD (n/a) - 4.28% |
| #12 | THE HOME DEPOT INC (HD) - 2.10% | NATURAL RESOURCES PARTNERS LP (NRP) - 4.22% |
| #13 | TEXAS INSTRUMENTS INC (TXN) - 1.88% | EXXARO RESOURCES LTD (n/a) - 4.09% |
| #14 | KLA CORP (KLAC) - 1.81% | PEABODY ENERGY CORP (BTU) - 3.48% |
| #15 | MORGAN STANLEY (MS) - 1.73% | MONGOLIAN MINING CORP (n/a) - 3.44% |
| #16 | RTX CORP (RTX) - 1.57% | RAMACO RESOURCES INC CLASS A (METC) - 3.12% |
| #17 | LINDE PLC (LIN) - 1.56% | JASTRZEBSKA SPOLKA WEGLOWA SA (n/a) - 2.99% |
| #18 | ANALOG DEVICES INC (ADI) - 1.39% | WESTSHORE TERMINALS INVESTMENT CORP (n/a) - 2.52% |
| #19 | AMPHENOL CORP CLASS A (APH) - 1.22% | SUNCOKE ENERGY INC (SXC) - 2.29% |
| #20 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.22% | THUNGELA RESOURCES LTD ORDINARY SHARES (n/a) - 1.65% |
| #21 | NEXTERA ENERGY INC (NEE) - 1.20% | HALLADOR ENERGY CO (HNRG) - 1.17% |
| #22 | AMGEN INC (AMGN) - 1.19% | CASH (n/a) - 1.10% |
| #23 | TJX COMPANIES INC (TJX) - 1.15% | COLONIAL COAL INTERNATIONAL CORP (n/a) - 1.10% |
| #24 | ABBOTT LABORATORIES (ABT) - 1.00% | CORONADO GLOBAL RESOURCES INC CHESS DEPOSITORY INTEREST (n/a) - 1.01% |
| #25 | DEERE & CO (DE) - 0.98% | LW BOGDANKA SA (n/a) - 0.47% |
| Total Holdings | 181 | 34 |
STXD vs COAL - Historical Returns
Returns include dividend reinvestment.
1M
STXD
+3.38%
Winner
COAL
+4.06%
3M
Winner
STXD
+9.20%
COAL
-2.44%
6M
STXD
+6.07%
Winner
COAL
+18.72%
1Y
STXD
+15.78%
Winner
COAL
+55.92%
Max(CAGR)
Winner
STXD
+13.77%
COAL
+3.85%
STXD vs COAL - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | STXD | COAL |
|---|---|---|
| 2026 | +5.82% | +13.12% |
| 2025 | +15.33% | +12.04% |
| 2024 | +14.76% | -16.03% |
| 2023 | +15.21% | N/A |
| 2022 | -0.19% | N/A |
STXD vs COAL Drawdown Comparison
The maximum drawdown for STXD was -14.86%, occurring on Apr 8, 2025. Recovery took 163 trading sessions.
The maximum drawdown for COAL was -42.30%, occurring on Apr 7, 2025. Recovery took 381 trading sessions.
The current COAL drawdown is -7.11%.
| Rank | STXD | COAL |
|---|---|---|
| #1 | -14.86% Oct 14, 2024 - Jun 10, 2025 | -42.30% Jul 3, 2024 - Jan 9, 2026 |
| #2 | -9.56% Jul 25, 2023 - Dec 1, 2023 | -13.42% Mar 27, 2026 - May 19, 2026 |
| #3 | -9.21% Jan 12, 2026 - Apr 17, 2026 | -12.60% Feb 1, 2024 - Jun 3, 2024 |
| #4 | -6.84% Feb 2, 2023 - May 1, 2023 | -9.16% Jan 23, 2026 - Mar 19, 2026 |
| #5 | -5.56% Jul 16, 2024 - Aug 16, 2024 | -8.51% Jun 3, 2024 - Jul 3, 2024 |
| #6 | -5.39% Mar 28, 2024 - May 15, 2024 | -3.07% Mar 24, 2026 - Mar 27, 2026 |
| #7 | -4.98% Dec 1, 2022 - Feb 2, 2023 | -1.96% Mar 19, 2026 - Mar 24, 2026 |
| #8 | -4.19% Oct 27, 2025 - Nov 28, 2025 | -1.06% Jan 12, 2026 - Jan 14, 2026 |
| #9 | -3.06% Aug 30, 2024 - Sep 13, 2024 | -0.95% Jan 24, 2024 - Jan 29, 2024 |
| #10 | -2.94% May 21, 2024 - Jun 12, 2024 | -0.84% Jan 15, 2026 - Jan 21, 2026 |
| #11 | -2.89% May 1, 2023 - Jun 2, 2023 | -0.56% Jan 29, 2024 - Feb 1, 2024 |
| #12 | -2.57% Oct 6, 2025 - Oct 24, 2025 | N/A |
| #13 | -2.53% Jul 25, 2025 - Aug 22, 2025 | N/A |
| #14 | -2.43% Dec 11, 2025 - Dec 24, 2025 | N/A |
| #15 | -2.34% Jul 3, 2023 - Jul 18, 2023 | N/A |
Correlation
Correlation between STXD and COAL is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.34
-101
Dividend Comparison (2022 - 2026)
STXD vs COAL dividend yield comparison.
| Year | STXD | COAL |
|---|---|---|
| 2026 | 0.30% | 0.00% |
| 2025 | 1.15% | 2.63% |
| 2024 | 1.23% | 1.80% |
| 2023 | 1.27% | 0.00% |
| 2022 | 0.28% | 0.00% |
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