Compare · 2 funds side by side · dividends reinvested

STXF and SPY

STXFStrive×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

STXF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Strive 500 ETFUnsorted0.05%1.04%+8.4%+9.7%+22.3%[…]−9.3%13.8%$1.2B1.4

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%$819B1.5

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: STXF 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Strive 500 ETF · $1.2B[…]

STXF

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 90.4% in common

STXFMeasureSPY

+8.4%Year to dateJan 1 → Nov 5+8.3%

+9.7%1 yearTotal return+9.7%

+22.3%3 years · per year$10,000 became $18,304 · $18,174+22.0%

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

0.05%Expense ratio$5 · $9 a year on $10k · lower is better0.09%

1.04%Trailing 12-mo yield$104 · $103 a year on $10k1.03%

−9.3%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.6%

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

4–2STXF wins

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

More Ways to See the Pairs

STXF vs SPY: Top 5 Holdings

Today

STXF

23.7%in top 5

SPY

in top 527.7%

STXFStockSPY

not top 5AAPL7.7%

7.6%NVDA7.3%

6.7%MSFT6.2%

4.3%AMZN3.9%

2.7%GOOGL2.6%

2.5%AVGOnot top 5

Held in common90.4%

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

STXF vs SPY Returns, Every Period

StriveSTXF

+9.7%

past year

SPYSPDR

+9.7%

past year

STXFSPYFaded: behind in that period

2–0STXF wins

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

Unsorted vs Core: STXF vs SPY

YTD

StriveSTXF

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

−9.3%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.6%

1.0%Yield1.0%

$1.2BAssets$819B

2–1SPY wins

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

Cost, Income and Risk

Fees: STXF, SPY

Today

0.05%lowest, STXF

FundExpense ratioFee$10k

STXF0.05%$5

SPY0.09%$9

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

Yields: STXF, SPY

1.04%highest, STXF

FundTrailing yieldYield$10k

STXF1.04%$104

SPY1.03%$103

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

Income After Fees on $10,000

$99most kept, STXF

STXF$104 − $5 = $99

SPY$103 − $9 = $94

KeptFee

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

Overlap: STXF, SPY

Today

90.4%most shared, STXF and SPY

STXFSPY

STXF—90.4%

SPY90.4%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

STXFWorst drop−9.3%13.8% vol

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

Paid More vs Made More

YTD

STXFSPY

+8.4%Year to date+8.3%

1.0%Yield1.0%

+9.7%Past year+9.7%

0.05%Fee0.09%

2–0STXF wins

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026