Compare · 2 funds side by side · dividends reinvested

STXD and SPY

STXDStrive×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

STXD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

Strive 1000 Dividend Growth ETFIncome · Dividend stocks0.35%1.08%+8.2%+10.6%+16.9%[…]−9.1%12.8%$70M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: STXD 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Strive 1000 Dividend Growth ETF · $70M[…]

STXD

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

STXDMeasureSPY

+8.2%Year to dateJan 1 → Nov 5+8.3%

+10.6%1 yearTotal return+9.7%

+16.9%3 years · per year$10,000 became $15,985 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

1.08%Trailing 12-mo yield$108 · $103 a year on $10k1.03%

−9.1%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.6%

STXDSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4SPY wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STXD vs SPY: Top 5 Holdings

Today

STXD

24.0%in top 5

SPY

in top 527.7%

STXDStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

5.5%MSFT6.2%

5.2%Vnot top 5

5.0%JPMnot top 5

4.5%AVGOnot top 5

not top 5AMZN3.9%

3.8%MAnot top 5

not top 5GOOGL2.6%

Held in common26.7%

End-of-day Nov 5, 2026 · share of each fund

STXD vs SPY Returns, Every Period

StriveSTXD

+10.6%

past year

SPYSPDR

+9.7%

past year

STXDSPYFaded: behind in that period

1–2SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: STXD vs SPY

YTD

StriveSTXD

+8.2%

SPYSPDR

+8.3%

+8.2%Year to date+8.3%

−9.1%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.6%

1.1%Yield1.0%

$69.9MAssets$805B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STXD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

STXD0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: STXD, SPY

1.08%highest, STXD

FundTrailing yieldYield$10k

STXD1.08%$108

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

STXD$108 − $35 = $73

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: STXD, SPY

Today

26.7%most shared, STXD and SPY

STXDSPY

STXD—26.7%

SPY26.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.6%STXD, at 12.8% volatility

STXDWorst drop−9.1%12.8% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

STXDSPY

+8.2%Year to date+8.3%

1.1%Yield1.0%

+10.6%Past year+9.7%

0.35%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026