STXV

ETFIndex

Strive 1000 Value ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.18%
Annual Cost per $10K
$18.00
30-Year Fee Drag per $10K
$3,749
at 7% annual return
Fund Type
ETF
Index
Trailing 12-Month
+13.23%

Asset Allocation

US Equity
91%
Intl Equity
5%
Cash
1%
Real Estate
3%

Fee Comparison

STXV
0.18%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

83% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+45.40%34 months
Compare to

Fee Impact Calculator

$
%
STXV at 0.18%$361,866
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$18,747
Cost vs index fund−$15,559

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
STXVStrive 1000 Value ETF0.18%
FXAIXFidelity 500 Index Fund0.01%
IVViShares Core S&P 500 ETF0.03%
AWSHXWashington Mutual Investors Fund0.31%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
FCNKXFidelity Contrafund0.56%
VPMAXVANGUARD PRIMECAP FUND0.31%
IJHiShares Core S&P Mid-Cap ETF0.05%
IWDiShares Russell 1000 Value ETF0.18%
FSKAXFidelity Total Market Index Fund0.01%
AICCXInvestment Co of America0.32%
FGCKXFidelity Growth Company Fund0.45%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
VWNAXVANGUARD WINDSOR II FUND0.23%
AMCFXAMCAP Fund0.43%
QQQMInvesco NASDAQ 100 ETF0.15%
ITOTiShares Core S&P Total U.S. Stock Market ETF0.03%
FSMDXFidelity Mid Cap Index Fund0.03%
AFMFXAmerican Mutual Fund0.57%
IWFiShares Russell 1000 Growth ETF0.18%
SCHDSchwab U.S. Dividend Equity ETF0.06%
FCFMXFidelity Series Total Market Index Fund0.00%
SWPPXSchwab S&P 500 Index Fund0.02%
MFEKXMFS Growth Fund0.49%
IWRiShares Russell Mid-Cap ETF0.18%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
IJRiShares Core S&P Small-Cap ETF0.06%
FSAKXStrategic Advisers U.S. Total Stock Fund0.21%
XLKThe Technology Select Sector SPDR Fund0.08%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
QUALiShares MSCI USA Quality Factor ETF0.15%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
XLFThe Financial Select Sector SPDR Fund0.08%
JLGMXJPMorgan Large Cap Growth Fund0.94%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
DFACDimensional U.S. Core Equity 2 ETF0.17%
FSMAXFidelity Extended Market Index Fund0.03%
BBGLXBridge Builder Large Cap Growth Fund0.19%
VWNEXVANGUARD WINDSOR FUND0.26%
WFSPXiShares S&P 500 Index Fund0.22%
XLIThe Industrial Select Sector SPDR Fund0.08%
USMViShares MSCI USA Min Vol Factor ETF0.15%
SPYMSPDR(R) Portfolio S&P 500 ETF0.02%
FLCNXFidelity Contrafund K60.45%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
SCHXSchwab U.S. Large-Cap ETF0.03%
IWBiShares Russell 1000 ETF0.15%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
XLEThe Energy Select Sector SPDR Fund0.08%
DGROiShares Core Dividend Growth ETF0.08%
SCHBSchwab U.S. Broad Market ETF0.03%
FMAEXFidelity Magellan Fund0.62%
FCGSXFidelity Series Growth Company Fund0.00%
FRISXFranklin Rising Dividends Fund0.52%
SCHASchwab U.S. Small-Cap ETF0.04%
XLVThe Health Care Select Sector SPDR Fund0.08%
QCGRFXCollege Retirement Equities Fund - Growth Account
FGKFXFidelity Growth Company K6 Fund0.45%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
COWZPacer US Cash Cows 100 ETF0.49%
HNACXHarbor Capital Appreciation Fund0.59%
IVWiShares S&P 500 Growth ETF0.18%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
SPYVSPDR Portfolio S&P 500 Value ETF0.04%
IVEiShares S&P 500 Value ETF0.18%
PRUIXT. Rowe Price Equity Index 500 Fund0.05%
OAZMXOakmark Fund0.63%
FDTRXFranklin Dynatech Fund0.45%
XLYThe Consumer Discretionary Select Sector SPDR Fund0.08%
OIEFXJPMorgan Equity Income Fund0.95%
IWSiShares Russell Mid-Cap Value ETF0.23%
FSBDXFidelity Series Blue Chip Growth Fund0.00%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
NOSIXStock Index Fund0.05%
PRBLXParnassus Core Equity Fund0.82%
DFUVDimensional U.S. Marketwide Value ETF0.21%
SCHGSchwab U.S. Large-Cap Growth ETF0.04%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
SCHVSchwab U.S. Large-Cap Value ETF0.04%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
JVMAXDisciplined Value Mid Cap Fund0.74%
SCHMSchwab U.S. Mid-Cap ETF0.04%
FZROXFidelity ZERO Total Market Index Fund0.00%
NBGAXNeuberger Berman Genesis Fund0.02%
FSUVXFidelity SAI U.S. Low Volatility Index Fund0.10%
IWPiShares Russell Mid-Cap Growth ETF0.23%
SPYGSPDR Portfolio S&P 500 Growth ETF0.04%
SWTSXSchwab Total Stock Market Index Fund0.03%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
PFFiShares Preferred and Income Securities ETF0.45%
JMUEXJPMorgan U.S. Equity Fund0.94%
BBVSXBridge Builder Small/Mid Cap Value Fund0.38%
FLCOXFidelity Large Cap Value Index Fund0.03%
FSPGXFidelity Large Cap Growth Index Fund0.03%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
ESGUiShares ESG Aware MSCI USA ETF0.15%
SSEYXState Street Equity 500 Index II Portfolio0.02%

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