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STXV vs SPY

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

STXV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
STXV
$80M
Winner
SPY
$781B
Expense Ratio
STXV
0.18%
Winner
SPY
0.09%
Max Drawdown
Winner
STXV
15.80%
SPY
56.47%
Sharpe Ratio
Winner
STXV
1.98
SPY
1.12
5Y Beta
Winner
STXV
0.62
SPY
1.00
P/E Ratio
Winner
STXV
20.78
SPY
28.53
Forward P/E
Winner
STXV
14.63
SPY
21.47
5Y Dividends CAGR
STXV
N/A
SPY
6.00%
5Y EPS CAGR
STXV
9.49%
Winner
SPY
25.58%
Debt to Equity
STXV
N/A
SPY
32.09%
P/S Ratio
Winner
STXV
1.68
SPY
3.75
P/B Ratio
Winner
STXV
2.53
SPY
5.64

STXV vs SPY - Holdings Comparison

STXV and SPY have 339 common holdings. Overlap is 29.50%

STXV's top 25 holdings weight is 30.69%. SPY's top 25 holdings weight is 51.74%.

RankSTXVSPY
#1
EXXONMOBIL HOLDINGS CORP (XOM) - 3.18%
NVIDIA CORP (NVDA) - 7.89%
#2
BANK OF AMERICA CORP (BAC) - 2.25%
APPLE INC (AAPL) - 7.37%
#3
UNITEDHEALTH GROUP INC (UNH) - 2.16%
MICROSOFT CORP (MSFT) - 4.50%
#4
CHEVRON CORP (CVX) - 1.89%
AMAZON.COM INC (AMZN) - 3.82%
#5
INTEL CORP (INTC) - 1.74%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
JOHNSON & JOHNSON (JNJ) - 1.73%
BROADCOM INC (AVGO) - 2.86%
#7
THE GOLDMAN SACHS GROUP INC (GS) - 1.65%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ABBVIE INC (ABBV) - 1.46%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.34%
TESLA INC (TSLA) - 1.70%
#10
MICRON TECHNOLOGY INC (MU) - 1.31%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PROCTER & GAMBLE CO (PG) - 1.17%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
MERCK & CO INC (MRK) - 1.16%
ELI LILLY AND CO (LLY) - 1.40%
#13
WELLS FARGO & CO (WFC) - 1.15%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
CITIGROUP INC (C) - 1.13%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
CISCO SYSTEMS INC (CSCO) - 1.10%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
QUALCOMM INC (QCOM) - 0.93%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
VERIZON COMMUNICATIONS INC (VZ) - 0.92%
VISA INC CLASS A (V) - 0.90%
#18
MORGAN STANLEY (MS) - 0.87%
WALMART INC (WMT) - 0.76%
#19
THE HOME DEPOT INC (HD) - 0.87%
INTEL CORP (INTC) - 0.75%
#20
AT&T INC (T) - 0.84%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
T-MOBILE US INC (TMUS) - 0.38%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.37%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
PROGRESSIVE CORP (PGR) - 0.37%
ABBVIE INC (ABBV) - 0.66%
#24
AFLAC INC (AFL) - 0.36%
CATERPILLAR INC (CAT) - 0.65%
#25
TRUIST FINANCIAL CORP (TFC) - 0.36%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings672505

STXV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
STXV
+1.94%
SPY
+0.63%
3M
Winner
STXV
+6.70%
SPY
+4.46%
6M
Winner
STXV
+11.25%
SPY
+7.67%
1Y
Winner
STXV
+24.65%
SPY
+17.68%
5Y(CAGR)
STXV
N/A
SPY
+12.42%
10Y(CAGR)
STXV
N/A
SPY
+14.84%
Max(CAGR)
Winner
STXV
+14.50%
SPY
+8.44%

STXV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSTXVSPY
2026+15.14%+8.63%
2025+16.48%+18.00%
2024+12.42%+25.59%
2023+9.44%+26.72%
2022-1.47%-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%

STXV vs SPY Drawdown Comparison

The maximum drawdown for STXV was -14.80%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.

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

The current STXV drawdown is -0.33%. The current SPY drawdown is -2.57%.

RankSTXVSPY
#1-14.80%
Nov 29, 2024 - Jul 3, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-10.81%
Feb 2, 2023 - Jul 24, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-10.33%
Jul 31, 2023 - Dec 13, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-5.81%
Feb 11, 2026 - Apr 30, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.64%
Nov 30, 2022 - Jan 12, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.35%
Mar 28, 2024 - Jul 15, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.19%
Jul 30, 2024 - Aug 23, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.85%
Jan 13, 2023 - Feb 2, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.40%
Jul 23, 2025 - Aug 20, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.34%
Nov 12, 2025 - Nov 26, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.02%
Oct 3, 2025 - Oct 24, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.02%
Aug 30, 2024 - Sep 19, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.94%
Oct 16, 2024 - Nov 6, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.62%
Jan 2, 2024 - Jan 30, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.19%
Oct 27, 2025 - Nov 11, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between STXV and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

STXV vs SPY dividend yield comparison.

YearSTXVSPY
20261.02%0.50%
20252.37%1.07%
20242.36%1.21%
20232.05%1.40%
20220.47%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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