A head-to-head comparison of Strive, Inc. Variable Rate Series A Perpetual Preferred Stock and Strategy Variable Rate Series A Perpetual Stretch Preferred Stock covering yield, cost, risk, and income potential.
ETFs and AUM reflect what Dividend Vision tracks — the issuer's full lineup may be larger.
Strive is known for offering actively managed ETFs that emphasize values-based investing principles alongside financial returns. The company's small fund lineup of two ETFs focuses on income strategies, with ASST and SATA representing its core offerings in the actively managed space. Strive distinguishes itself through its commitment to incorporating values-based considerations into portfolio construction while pursuing income objectives.
See our curated list of related YouTube videos on SATA.
ETFs and AUM reflect what Dividend Vision tracks — the issuer's full lineup may be larger.
Strategy operates a focused lineup of 4 ETFs specializing in preferred stock investments, a niche segment that appeals to income-focused investors seeking higher yields than traditional bonds or equities. The fund family includes tickers STRC, STRD, STRF, and STRK, each targeting different preferred stock strategies and market segments. This concentrated approach allows Strategy to develop expertise in the preferred stock space, where demand for consistent income generation continues to drive investor interest.
See our curated list of related YouTube videos on STRC.
Strive, Inc. Variable Rate Series A Perpetual Preferred Stock
Strategy Variable Rate Series A Perpetual Stretch Preferred Stock
Issuer
Strive
Strategy
Last Close
$97.71 as of June 19, 2026
$88.59 as of June 19, 2026
Distribution yield
1.40%
12.92%
Expense ratio
—
—
AUM
—
—
Distribution frequency
Daily
Monthly
Underlying index
—
Preferred equity security issued by MicroStrategy Incorporated.
Objective
A perpetual preferred equity security designed to provide regular daily income.
Stretch (STRC) is Strategy’s perpetual preferred stock that currently pays 10.50% annual dividends, payable monthly in cash. STRC’s dividend rate is adjusted monthly to encourage trading around STRC’s $100 par value and to help strip away price volatility
Asset class
Equity
Equity
Inception date
—
07/30/2025
Beta
—
3.471
Last dividend
$0.0542
$0.4792
Ex-dividend date
06/29/2026
06/15/2026
Most used
Income calculator
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Projections assume the current yield and share price remain constant. Actual results will vary.
Quick verdict
SATA (Strive, Inc. Variable Rate Series A Perpetual Preferred Stock) and STRC (Strategy Variable Rate Series A Perpetual Stretch Preferred Stock) are both dividend ETFs, but they take different approaches.
STRC offers the higher yield at 12.92% vs 1.40% for SATA. A higher yield means more current income per dollar invested, though it may come with different risk characteristics.
Deep dive
Yield & income
On a $10,000 investment, SATA would generate roughly $11.67/month, while STRC would produce $107.67/month, at current distribution rates.
SATA yield1.40%
STRC yield12.92%
Monthly diff on $10K$96.00
Cost & efficiency
Over 10 years on $10,000, SATA would cost approximately $0 in fees vs $0 for STRC (simplified, not compounded). Both charge the same expense ratio.
SATA ER—
STRC ER—
Strategy & risk
SATA is an ETF, while STRC tracks Preferred equity security issued by MicroStrategy Incorporated. with a cash approach.
SATA beta—
STRC beta3.471
Fund details
SATA is managed by Strive (launched —) with — in assets. STRC is managed by Strategy (launched 07/30/2025) with — in assets.
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Frequently asked questions
Is SATA or STRC better for dividend income?
It depends on your goals. STRC currently offers the higher distribution yield, which means more income per dollar invested. However, a lower-yield fund may offer better total return or lower volatility. Consider your time horizon and risk tolerance.
What is the difference between SATA and STRC?
SATA (Strive, Inc. Variable Rate Series A Perpetual Preferred Stock) is an ETF, while STRC (Strategy Variable Rate Series A Perpetual Stretch Preferred Stock) tracks Preferred equity security issued by MicroStrategy Incorporated. with a cash approach. They are issued by Strive and Strategy respectively.
Can I hold both SATA and STRC?
Yes. Many income investors hold both to diversify across different strategies and underlying indexes. This can reduce concentration risk while maintaining a strong income stream.
Which has lower fees, SATA or STRC?
SATA has an expense ratio of — while STRC charges —. Lower fees mean more of your investment returns stay in your pocket over time.
How much income does $10,000 in SATA vs STRC generate?
At current rates, $10,000 in SATA would generate roughly $11.67 per month ($140.00 annually). The same in STRC would produce about $107.67 per month ($1,292.00 annually).
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