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STXG vs SPY

Comparison between STRIVE 1000 GROWTH ETF (STXG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

STXG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
STXG
$145M
Winner
SPY
$735B
Expense Ratio
STXG
0.18%
Winner
SPY
0.09%
Max Drawdown
Winner
STXG
21.35%
SPY
56.47%
Sharpe Ratio
STXG
1.26
Winner
SPY
1.62
5Y Beta
STXG
1.12
Winner
SPY
1.00
P/E Ratio
STXG
34.46
Winner
SPY
28.99
Forward P/E
STXG
26.03
Winner
SPY
22.37
5Y Dividends CAGR
STXG
N/A
SPY
5.43%
5Y EPS CAGR
Winner
STXG
32.08%
SPY
26.05%
Debt to Equity
STXG
N/A
SPY
32.40%
P/S Ratio
STXG
6.29
Winner
SPY
3.74
P/B Ratio
STXG
8.44
Winner
SPY
5.61

STXG vs SPY - Holdings Comparison

STXG and SPY have 324 common holdings. Overlap is 65.75%

STXG's top 25 holdings weight is 59.79%. SPY's top 25 holdings weight is 52.37%.

RankSTXGSPY
#1
NVIDIA CORP (NVDA) - 9.80%
NVIDIA CORP (NVDA) - 8.10%
#2
APPLE INC (AAPL) - 8.69%
APPLE INC (AAPL) - 7.02%
#3
MICROSOFT CORP (MSFT) - 6.02%
MICROSOFT CORP (MSFT) - 4.79%
#4
AMAZON.COM INC (AMZN) - 5.00%
AMAZON.COM INC (AMZN) - 4.02%
#5
ALPHABET INC CLASS A (GOOGL) - 4.38%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
BROADCOM INC (AVGO) - 3.84%
BROADCOM INC (AVGO) - 3.10%
#7
ALPHABET INC CLASS C (GOOG) - 3.48%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
META PLATFORMS INC CLASS A (META) - 2.60%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
TESLA INC (TSLA) - 2.47%
TESLA INC (TSLA) - 1.89%
#10
ELI LILLY AND CO (LLY) - 1.77%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ADVANCED MICRO DEVICES INC (AMD) - 1.62%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MICRON TECHNOLOGY INC (MU) - 1.53%
ELI LILLY AND CO (LLY) - 1.31%
#13
JPMORGAN CHASE & CO (JPM) - 1.39%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
VISA INC CLASS A (V) - 1.07%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
COSTCO WHOLESALE CORP (COST) - 0.87%
EXXON MOBIL CORP (XOM) - 0.97%
#16
WALMART INC (WMT) - 0.87%
INTEL CORP (INTC) - 0.90%
#17
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.84%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CATERPILLAR INC (CAT) - 0.82%
VISA INC CLASS A (V) - 0.85%
#19
MASTERCARD INC CLASS A (MA) - 0.79%
WALMART INC (WMT) - 0.81%
#20
LAM RESEARCH CORP (LRCX) - 0.77%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
PROCTER & GAMBLE CO (PG) - 0.25%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
THERMO FISHER SCIENTIFIC INC (TMO) - 0.24%
CATERPILLAR INC (CAT) - 0.66%
#23
QUANTA SERVICES INC (PWR) - 0.23%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
VERTIV HOLDINGS CO CLASS A (VRT) - 0.23%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
PARKER HANNIFIN CORP (PH) - 0.22%
ABBVIE INC (ABBV) - 0.58%
Total Holdings662505

STXG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
STXG
+2.02%
SPY
+1.90%
3M
Winner
STXG
+9.89%
SPY
+8.55%
6M
STXG
+6.15%
Winner
SPY
+8.18%
1Y
STXG
+24.44%
Winner
SPY
+25.79%
5Y(CAGR)
STXG
N/A
SPY
+13.32%
10Y(CAGR)
STXG
N/A
SPY
+15.19%
Max(CAGR)
Winner
STXG
+23.46%
SPY
+8.47%

STXG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSTXGSPY
2026+7.20%+8.26%
2025+18.01%+18.00%
2024+30.16%+25.59%
2023+36.54%+26.72%
2022-3.74%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

STXG vs SPY Drawdown Comparison

The maximum drawdown for STXG was -21.22%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current STXG drawdown is -3.74%. The current SPY drawdown is -2.90%.

RankSTXGSPY
#1-21.22%
Jan 23, 2025 - Jun 26, 2025
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-12.62%
Oct 29, 2025 - Apr 17, 2026
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-10.54%
Jul 10, 2024 - Sep 24, 2024
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-10.45%
Jul 19, 2023 - Nov 20, 2023
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.50%
Dec 1, 2022 - Jan 27, 2023
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.68%
Feb 2, 2023 - Mar 31, 2023
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.63%
Mar 21, 2024 - May 15, 2024
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.76%
Dec 16, 2024 - Jan 23, 2025
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.74%
Jun 2, 2026 - Jun 5, 2026
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.10%
Oct 8, 2025 - Oct 24, 2025
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.06%
Oct 21, 2024 - Nov 6, 2024
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.01%
Dec 28, 2023 - Jan 18, 2024
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.72%
Nov 11, 2024 - Nov 29, 2024
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.64%
May 14, 2026 - May 26, 2026
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.57%
Jul 28, 2025 - Aug 8, 2025
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between STXG 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)

STXG vs SPY dividend yield comparison.

YearSTXGSPY
20260.15%0.24%
20250.48%1.07%
20240.51%1.21%
20230.55%1.40%
20220.16%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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