STXV vs TUGN
Comparison between STRIVE 1000 VALUE ETF (STXV, ETF) and STF TACTICAL GROWTH & INCOME ETF (TUGN, ETF).
STXV vs TUGN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STXV
$80M
Winner
TUGN
$80M
Expense Ratio
Winner
STXV
0.18%
TUGN
0.65%
Max Drawdown
Winner
STXV
15.80%
TUGN
28.40%
Sharpe Ratio
Winner
STXV
2.06
TUGN
1.15
5Y Beta
Winner
STXV
0.62
TUGN
1.15
P/E Ratio
Winner
STXV
20.54
TUGN
36.14
Forward P/E
Winner
STXV
14.55
TUGN
22.26
PEG Ratio
STXV
N/A
TUGN
0.22
5Y EPS CAGR
STXV
9.55%
Winner
TUGN
31.03%
Debt to Equity
STXV
N/A
TUGN
34.98%
P/S Ratio
Winner
STXV
1.67
TUGN
5.81
P/B Ratio
Winner
STXV
2.52
TUGN
8.91
STXV vs TUGN - Holdings Comparison
STXV and TUGN have 38 common holdings. Overlap is 10.31%
STXV's top 25 holdings weight is 30.69%. TUGN's top 25 holdings weight is 71.61%.
| Rank | STXV | TUGN |
|---|---|---|
| #1 | EXXONMOBIL HOLDINGS CORP (XOM) - 3.18% | NVIDIA CORP (NVDA) - 7.71% |
| #2 | BANK OF AMERICA CORP (BAC) - 2.25% | APPLE INC (AAPL) - 7.29% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 2.16% | MICRON TECHNOLOGY INC (MU) - 5.26% |
| #4 | CHEVRON CORP (CVX) - 1.89% | MICROSOFT CORP (MSFT) - 4.65% |
| #5 | INTEL CORP (INTC) - 1.74% | ADVANCED MICRO DEVICES INC (AMD) - 4.05% |
| #6 | JOHNSON & JOHNSON (JNJ) - 1.73% | AMAZON.COM INC (AMZN) - 3.96% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 1.65% | ALPHABET INC CLASS A (GOOGL) - 3.36% |
| #8 | ABBVIE INC (ABBV) - 1.46% | ALPHABET INC CLASS C (GOOG) - 3.07% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.34% | TESLA INC (TSLA) - 3.04% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.31% | META PLATFORMS INC CLASS A (META) - 2.99% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.17% | BROADCOM INC (AVGO) - 2.97% |
| #12 | MERCK & CO INC (MRK) - 1.16% | INTEL CORP (INTC) - 2.77% |
| #13 | WELLS FARGO & CO (WFC) - 1.15% | WALMART INC (WMT) - 2.49% |
| #14 | CITIGROUP INC (C) - 1.13% | APPLIED MATERIALS INC (AMAT) - 2.32% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.10% | LAM RESEARCH CORP (LRCX) - 2.10% |
| #16 | QUALCOMM INC (QCOM) - 0.93% | CISCO SYSTEMS INC (CSCO) - 2.09% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 0.92% | COSTCO WHOLESALE CORP (COST) - 2.04% |
| #18 | MORGAN STANLEY (MS) - 0.87% | KLA CORP (KLAC) - 1.49% |
| #19 | THE HOME DEPOT INC (HD) - 0.87% | TEXAS INSTRUMENTS INC (TXN) - 1.28% |
| #20 | AT&T INC (T) - 0.84% | NETFLIX INC (NFLX) - 1.22% |
| #21 | T-MOBILE US INC (TMUS) - 0.38% | LINDE PLC (LIN) - 1.19% |
| #22 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.37% | n/a (PLTR) - 1.16% |
| #23 | PROGRESSIVE CORP (PGR) - 0.37% | PALO ALTO NETWORKS INC (PANW) - 1.13% |
| #24 | AFLAC INC (AFL) - 0.36% | MARVELL TECHNOLOGY INC (MRVL) - 1.02% |
| #25 | TRUIST FINANCIAL CORP (TFC) - 0.36% | T-MOBILE US INC (TMUS) - 0.96% |
| Total Holdings | 672 | 102 |
STXV vs TUGN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
STXV
+2.04%
TUGN
-1.70%
3M
STXV
+6.91%
Winner
TUGN
+11.58%
6M
STXV
+10.93%
Winner
TUGN
+16.23%
1Y
Winner
STXV
+26.68%
TUGN
+24.06%
5Y(CAGR)
STXV
N/A
TUGN
+15.04%
Max(CAGR)
STXV
+14.50%
Winner
TUGN
+15.04%
STXV vs TUGN - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | STXV | TUGN |
|---|---|---|
| 2026 | +15.05% | +16.09% |
| 2025 | +16.48% | +19.00% |
| 2024 | +12.42% | +19.72% |
| 2023 | +9.44% | +35.14% |
| 2022 | -1.47% | -18.78% |
STXV vs TUGN Drawdown Comparison
The maximum drawdown for STXV was -14.80%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The maximum drawdown for TUGN was -23.45%, occurring on Dec 28, 2022. Recovery took 382 trading sessions.
The current TUGN drawdown is -3.05%.
| Rank | STXV | TUGN |
|---|---|---|
| #1 | -14.80% Nov 29, 2024 - Jul 3, 2025 | -23.45% Jun 2, 2022 - Dec 8, 2023 |
| #2 | -10.81% Feb 2, 2023 - Jul 24, 2023 | -21.59% Feb 14, 2025 - Jun 24, 2025 |
| #3 | -10.33% Jul 31, 2023 - Dec 13, 2023 | -13.43% Jul 10, 2024 - Dec 2, 2024 |
| #4 | -5.81% Feb 11, 2026 - Apr 30, 2026 | -12.94% Oct 29, 2025 - Apr 17, 2026 |
| #5 | -5.64% Nov 30, 2022 - Jan 12, 2023 | -6.94% Mar 1, 2024 - May 20, 2024 |
| #6 | -5.35% Mar 28, 2024 - Jul 15, 2024 | -6.93% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -5.19% Jul 30, 2024 - Aug 23, 2024 | -5.46% Dec 16, 2024 - Feb 13, 2025 |
| #8 | -3.85% Jan 13, 2023 - Feb 2, 2023 | -3.52% Oct 8, 2025 - Oct 21, 2025 |
| #9 | -3.40% Jul 23, 2025 - Aug 20, 2025 | -2.84% Dec 28, 2023 - Jan 10, 2024 |
| #10 | -3.34% Nov 12, 2025 - Nov 26, 2025 | -2.68% Jul 30, 2025 - Aug 8, 2025 |
| #11 | -3.02% Oct 3, 2025 - Oct 24, 2025 | -2.40% Feb 9, 2024 - Mar 1, 2024 |
| #12 | -3.02% Aug 30, 2024 - Sep 19, 2024 | -2.40% Aug 13, 2025 - Aug 28, 2025 |
| #13 | -2.94% Oct 16, 2024 - Nov 6, 2024 | -2.28% May 11, 2026 - May 14, 2026 |
| #14 | -2.62% Jan 2, 2024 - Jan 30, 2024 | -2.06% Aug 28, 2025 - Sep 8, 2025 |
| #15 | -2.19% Oct 27, 2025 - Nov 11, 2025 | -2.01% May 14, 2026 - May 21, 2026 |
Correlation
Correlation between STXV and TUGN is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2022 - 2026)
STXV vs TUGN dividend yield comparison.
| Year | STXV | TUGN |
|---|---|---|
| 2026 | 1.02% | 5.53% |
| 2025 | 2.37% | 11.50% |
| 2024 | 2.36% | 11.84% |
| 2023 | 2.05% | 10.83% |
| 2022 | 0.47% | 7.58% |
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