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STXT vs PFIG

Comparison between STRIVE TOTAL RETURN BOND ETF (STXT, ETF) and INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF (PFIG, ETF).

STXT vs PFIG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
STXT
$118M
PFIG
$117M
Expense Ratio
STXT
0.49%
Winner
PFIG
0.22%
Max Drawdown
Winner
STXT
7.74%
PFIG
19.63%
Sharpe Ratio
STXT
-0.46
Winner
PFIG
-0.36
5Y Beta
Winner
STXT
0.02
PFIG
0.05
5Y Dividends CAGR
STXT
N/A
PFIG
6.94%

STXT vs PFIG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
STXT
+1.97%
PFIG
+0.76%
3M
STXT
+0.18%
Winner
PFIG
+0.45%
6M
STXT
-1.02%
Winner
PFIG
-0.42%
1Y
STXT
+1.83%
Winner
PFIG
+2.84%
5Y(CAGR)
STXT
N/A
PFIG
+1.27%
10Y(CAGR)
STXT
N/A
PFIG
+2.34%
Max(CAGR)
Winner
STXT
+4.20%
PFIG
+2.76%

STXT vs PFIG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSTXTPFIG
2026+0.59%+0.59%
2025+6.57%+7.73%
2024+2.51%+3.68%
2023+4.09%+6.70%
2022N/A-9.69%
2021N/A-1.30%
2020N/A+7.50%
2019N/A+9.72%
2018N/A-0.66%
2017N/A+3.47%
2016N/A+3.40%
2015N/A+0.95%
2014N/A+4.60%
2013N/A-1.16%
2012N/A+5.60%
2011N/A+1.99%

STXT vs PFIG Drawdown Comparison

The maximum drawdown for STXT was -5.27%, occurring on Jan 14, 2025. Recovery took 194 trading sessions.

The maximum drawdown for PFIG was -15.58%, occurring on Oct 20, 2022. Recovery took 921 trading sessions.

The current STXT drawdown is -1.46%. The current PFIG drawdown is -0.57%.

RankSTXTPFIG
#1-5.27%
Sep 16, 2024 - Jun 26, 2025
-15.58%
Aug 3, 2021 - Apr 3, 2025
#2-4.19%
Aug 31, 2023 - Nov 29, 2023
-14.64%
Mar 3, 2020 - May 29, 2020
#3-3.65%
Feb 1, 2024 - Jun 18, 2024
-5.24%
May 1, 2013 - Apr 11, 2014
#4-3.36%
Feb 27, 2026 - Jul 24, 2026
-4.08%
Nov 1, 2011 - May 7, 2012
#5-1.35%
Jun 18, 2024 - Jul 5, 2024
-3.65%
Sep 27, 2016 - Jun 2, 2017
#6-1.32%
Dec 28, 2023 - Feb 1, 2024
-3.41%
Sep 5, 2017 - Jan 30, 2019
#7-1.24%
Oct 21, 2025 - Feb 10, 2026
-2.89%
Dec 30, 2020 - Jul 19, 2021
#8-1.23%
Aug 11, 2023 - Aug 30, 2023
-2.48%
Sep 22, 2011 - Oct 19, 2011
#9-1.15%
Sep 15, 2025 - Oct 13, 2025
-2.32%
Apr 1, 2015 - Mar 16, 2016
#10-1.14%
Aug 5, 2024 - Aug 21, 2024
-2.03%
Apr 4, 2025 - May 30, 2025
#11-0.75%
Jun 30, 2025 - Aug 1, 2025
-1.95%
Feb 23, 2026 - Mar 26, 2026
#12-0.62%
Aug 13, 2025 - Aug 27, 2025
-1.76%
Oct 15, 2014 - Jan 12, 2015
#13-0.62%
Dec 7, 2023 - Dec 13, 2023
-1.55%
Sep 4, 2019 - Oct 3, 2019
#14-0.59%
Jul 17, 2024 - Jul 29, 2024
-1.38%
May 18, 2012 - Jun 18, 2012
#15-0.42%
Aug 29, 2025 - Sep 4, 2025
-1.37%
Dec 5, 2012 - Apr 4, 2013

Correlation

Correlation between STXT and PFIG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2011 - 2026)

STXT vs PFIG dividend yield comparison.

YearSTXTPFIG
20262.38%2.95%
20254.93%4.15%
20245.15%4.12%
20231.82%3.54%
20220.00%2.58%
20210.00%3.34%
20200.00%2.81%
20190.00%2.92%
20180.00%2.88%
20170.00%2.54%
20160.00%2.58%
20150.00%2.57%
20140.00%2.39%
20130.00%2.19%
20120.00%2.30%
20110.00%0.64%

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