STXD vs SPY
Comparison between STRIVE 1000 DIVIDEND GROWTH ETF (STXD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
STXD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STXD
$67M
Winner
SPY
$781B
Expense Ratio
STXD
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
STXD
15.34%
SPY
56.47%
Sharpe Ratio
STXD
0.79
Winner
SPY
1.25
5Y Beta
Winner
STXD
0.78
SPY
1.00
P/E Ratio
STXD
29.57
Winner
SPY
28.78
Forward P/E
STXD
23.25
Winner
SPY
21.23
PEG Ratio
STXD
0.31
SPY
N/A
5Y Dividends CAGR
STXD
N/A
SPY
6.00%
5Y EPS CAGR
STXD
16.81%
Winner
SPY
25.62%
Debt to Equity
STXD
N/A
SPY
31.92%
P/S Ratio
STXD
4.28
Winner
SPY
3.76
P/B Ratio
STXD
6.59
Winner
SPY
5.64
STXD vs SPY - Holdings Comparison
STXD and SPY have 124 common holdings. Overlap is 27.33%
STXD's top 25 holdings weight is 61.11%. SPY's top 25 holdings weight is 51.74%.
| Rank | STXD | SPY |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 5.71% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | BROADCOM INC (AVGO) - 5.43% | APPLE INC (AAPL) - 7.37% |
| #3 | JPMORGAN CHASE & CO (JPM) - 5.32% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | MICROSOFT CORP (MSFT) - 4.53% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | VISA INC CLASS A (V) - 3.98% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | APPLIED MATERIALS INC (AMAT) - 3.14% | BROADCOM INC (AVGO) - 2.86% |
| #7 | MASTERCARD INC CLASS A (MA) - 2.92% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | LAM RESEARCH CORP (LRCX) - 2.88% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | COSTCO WHOLESALE CORP (COST) - 2.72% | TESLA INC (TSLA) - 1.70% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 2.27% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | THE HOME DEPOT INC (HD) - 2.23% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | KLA CORP (KLAC) - 2.01% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | TEXAS INSTRUMENTS INC (TXN) - 1.85% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | MORGAN STANLEY (MS) - 1.81% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | RTX CORP (RTX) - 1.73% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | LINDE PLC (LIN) - 1.62% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | ORACLE CORP (ORCL) - 1.46% | VISA INC CLASS A (V) - 0.90% |
| #18 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.34% | WALMART INC (WMT) - 0.76% |
| #19 | ANALOG DEVICES INC (ADI) - 1.28% | INTEL CORP (INTC) - 0.75% |
| #20 | AMPHENOL CORP CLASS A (APH) - 1.28% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | AMGEN INC (AMGN) - 1.27% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | NEXTERA ENERGY INC (NEE) - 1.24% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | TJX COMPANIES INC (TJX) - 1.11% | ABBVIE INC (ABBV) - 0.66% |
| #24 | ABBOTT LABORATORIES (ABT) - 1.01% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | DEERE & CO (DE) - 0.97% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 182 | 505 |
STXD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
STXD
-0.47%
Winner
SPY
+0.52%
3M
STXD
+3.70%
Winner
SPY
+6.55%
6M
STXD
+4.09%
Winner
SPY
+9.76%
1Y
STXD
+13.40%
Winner
SPY
+20.32%
5Y(CAGR)
STXD
N/A
SPY
+13.01%
10Y(CAGR)
STXD
N/A
SPY
+15.06%
Max(CAGR)
Winner
STXD
+13.42%
SPY
+8.50%
STXD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | STXD | SPY |
|---|---|---|
| 2026 | +6.06% | +10.11% |
| 2025 | +15.33% | +18.00% |
| 2024 | +14.76% | +25.59% |
| 2023 | +15.21% | +26.72% |
| 2022 | -0.19% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
STXD vs SPY Drawdown Comparison
The maximum drawdown for STXD was -14.86%, occurring on Apr 8, 2025. Recovery took 163 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current STXD drawdown is -1.41%. The current SPY drawdown is -1.24%.
| Rank | STXD | SPY |
|---|---|---|
| #1 | -14.86% Oct 14, 2024 - Jun 10, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -9.56% Jul 25, 2023 - Dec 1, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.21% Jan 12, 2026 - Apr 17, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -6.84% Feb 2, 2023 - May 1, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.56% Jul 16, 2024 - Aug 16, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.39% Mar 28, 2024 - May 15, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.98% Dec 1, 2022 - Feb 2, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.19% Oct 27, 2025 - Nov 28, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.06% Aug 30, 2024 - Sep 13, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.94% May 21, 2024 - Jun 12, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.89% May 1, 2023 - Jun 2, 2023 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.57% Oct 6, 2025 - Oct 24, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.53% Jul 25, 2025 - Aug 22, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.43% Dec 11, 2025 - Dec 24, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.34% Jul 3, 2023 - Jul 18, 2023 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between STXD and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
STXD vs SPY dividend yield comparison.
| Year | STXD | SPY |
|---|---|---|
| 2026 | 0.56% | 0.49% |
| 2025 | 1.15% | 1.07% |
| 2024 | 1.23% | 1.21% |
| 2023 | 1.27% | 1.40% |
| 2022 | 0.28% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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