STXG vs MBS
Comparison between STRIVE 1000 GROWTH ETF (STXG, ETF) and ANGEL OAK MORTGAGE-BACKED SECURITIES ETF (MBS, ETF).
STXG vs MBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
STXG
$149M
MBS
$148M
Expense Ratio
Winner
STXG
0.18%
MBS
0.49%
Max Drawdown
STXG
21.35%
Winner
MBS
5.70%
Sharpe Ratio
Winner
STXG
0.89
MBS
0.72
5Y Beta
STXG
1.12
Winner
MBS
0.02
P/E Ratio
STXG
34.71
MBS
N/A
Forward P/E
STXG
24.56
MBS
N/A
5Y EPS CAGR
STXG
29.37%
MBS
N/A
P/S Ratio
STXG
6.22
MBS
N/A
P/B Ratio
STXG
8.58
MBS
N/A
STXG vs MBS - Holdings Comparison
STXG and MBS have 1 common holdings. Overlap is -6.59%
STXG's top 25 holdings weight is 60.68%. MBS's top 25 holdings weight is 69.04%.
| Rank | STXG | MBS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.00% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 6.34% |
| #2 | APPLE INC (AAPL) - 8.77% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 6.33% |
| #3 | MICROSOFT CORP (MSFT) - 5.65% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 5.59% |
| #4 | AMAZON.COM INC (AMZN) - 4.68% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 5.22% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.15% | CASH OFFSET (n/a) - 4.86% |
| #6 | BROADCOM INC (AVGO) - 3.37% | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.06% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.32% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.01% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.64% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 3.25% |
| #9 | TESLA INC (TSLA) - 2.64% | JP MORGAN MORTGAGE TRUST 2.5% (n/a) - 2.62% |
| #10 | ELI LILLY AND CO (LLY) - 2.06% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 2.58% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.64% | PRET 2025-RPL1 TRUST 4% (n/a) - 2.48% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.63% | FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 2.36% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.55% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.27% |
| #14 | VISA INC CLASS A (V) - 1.14% | FIGRE TR 2025-HE5 FRN 6.36% (n/a) - 1.96% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.88% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.87% |
| #16 | CATERPILLAR INC (CAT) - 0.86% | PRPM LLC 2025-RCF1 4.5% (n/a) - 1.75% |
| #17 | APPLIED MATERIALS INC (AMAT) - 0.85% | n/a (n/a) - 1.61% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.84% | FIGRE TR 2025-HE1 6.59% (n/a) - 1.37% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.83% | n/a (n/a) - 1.33% |
| #20 | WALMART INC (WMT) - 0.83% | n/a (n/a) - 1.28% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.79% | PRET 2025-RPL2 TRUST 4% (n/a) - 1.26% |
| #22 | GE AEROSPACE (GE) - 0.74% | SG RESIDENTIAL MORTGAGE TRUST 1.56% (n/a) - 1.21% |
| #23 | NETFLIX INC (NFLX) - 0.62% | COLT 2022-3 MORTGAGE LOAN TRUST 4.2% (n/a) - 1.16% |
| #24 | JOHNSON & JOHNSON (JNJ) - 0.62% | n/a (n/a) - 1.16% |
| #25 | n/a (PLTR) - 0.58% | MFA 2021-INV2 TRUST 3.2% (n/a) - 1.11% |
| Total Holdings | 707 | 70 |
STXG vs MBS - Historical Returns
Returns include dividend reinvestment.
1M
STXG
-0.07%
Winner
MBS
+0.11%
3M
Winner
STXG
+6.27%
MBS
-0.19%
6M
Winner
STXG
+9.01%
MBS
+1.03%
1Y
Winner
STXG
+17.56%
MBS
+5.66%
Max(CAGR)
Winner
STXG
+22.94%
MBS
+6.14%
STXG vs MBS - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | STXG | MBS |
|---|---|---|
| 2026 | +8.39% | +1.03% |
| 2025 | +18.01% | +8.12% |
| 2024 | +30.16% | +5.78% |
| 2023 | +36.54% | N/A |
| 2022 | -3.74% | N/A |
STXG vs MBS Drawdown Comparison
The maximum drawdown for STXG was -21.22%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for MBS was -4.09%, occurring on Jan 13, 2025. Recovery took 133 trading sessions.
The current STXG drawdown is -2.67%. The current MBS drawdown is -1.12%.
| Rank | STXG | MBS |
|---|---|---|
| #1 | -21.22% Jan 23, 2025 - Jun 26, 2025 | -4.09% Sep 20, 2024 - Apr 3, 2025 |
| #2 | -12.62% Oct 29, 2025 - Apr 17, 2026 | -2.82% Mar 11, 2024 - Jun 4, 2024 |
| #3 | -10.54% Jul 10, 2024 - Sep 24, 2024 | -2.54% Apr 4, 2025 - Aug 1, 2025 |
| #4 | -10.45% Jul 19, 2023 - Nov 20, 2023 | -2.20% Mar 2, 2026 - May 19, 2026 |
| #5 | -8.50% Dec 1, 2022 - Jan 27, 2023 | -1.12% Jun 6, 2024 - Jun 14, 2024 |
| #6 | -7.68% Feb 2, 2023 - Mar 31, 2023 | -0.85% Aug 5, 2024 - Aug 21, 2024 |
| #7 | -6.63% Mar 21, 2024 - May 15, 2024 | -0.77% Jan 9, 2026 - Feb 5, 2026 |
| #8 | -5.98% Jun 2, 2026 - Jun 10, 2026 | -0.75% Jun 25, 2024 - Jul 5, 2024 |
| #9 | -4.76% Dec 16, 2024 - Jan 23, 2025 | -0.74% Oct 28, 2025 - Nov 28, 2025 |
| #10 | -3.10% Oct 8, 2025 - Oct 24, 2025 | -0.65% Feb 20, 2024 - Feb 28, 2024 |
| #11 | -3.06% Oct 21, 2024 - Nov 6, 2024 | -0.53% Nov 28, 2025 - Dec 26, 2025 |
| #12 | -3.01% Dec 28, 2023 - Jan 18, 2024 | -0.48% Jul 8, 2024 - Jul 12, 2024 |
| #13 | -2.72% Nov 11, 2024 - Nov 29, 2024 | -0.45% Jul 17, 2024 - Jul 29, 2024 |
| #14 | -2.64% May 14, 2026 - May 26, 2026 | -0.40% Aug 21, 2024 - Aug 27, 2024 |
| #15 | -2.57% Jul 28, 2025 - Aug 8, 2025 | -0.34% Sep 17, 2025 - Sep 30, 2025 |
Correlation
Correlation between STXG and MBS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2022 - 2026)
STXG vs MBS dividend yield comparison.
| Year | STXG | MBS |
|---|---|---|
| 2026 | 0.27% | 2.73% |
| 2025 | 0.48% | 5.28% |
| 2024 | 0.51% | 4.52% |
| 2023 | 0.55% | 0.00% |
| 2022 | 0.16% | 0.00% |
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