tiprankstipranks
Advertisement

FTWO - ETF AI Analysis

Compare

Top Page

FTWO

Strive FAANG 2.0 ETF (FTWO)

Rating:71Outperform
Price Target:
FTWO, the Strive FAANG 2.0 ETF, has an overall rating that suggests it is a solid but not flawless fund, supported by several strong, diversified holdings. Standout contributors like Newmont Mining and Agnico Eagle add strength through solid financial performance, efficient operations, and generally positive outlooks, while large positions in Exxon Mobil, Chevron, and GE Aerospace further support the rating with strong earnings and strategic initiatives despite some valuation and technical concerns. The main risk factor is the fund’s meaningful exposure to cyclical energy and industrial names, which can be sensitive to economic conditions and market volatility.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past month, showing positive momentum.
Leading Holdings Showing Strength
Several of the largest positions, including Deere, Exxon Mobil, Cameco, Chevron, and other resource-related names, have posted strong year-to-date results that support the fund’s overall performance.
Diversified Across Cyclical Sectors
Holdings spread across industrials, materials, energy, and utilities help reduce reliance on any single industry’s outlook.
Negative Factors
Moderately High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can slightly reduce long-term returns compared with lower-cost options.
Concentration in a Few Cyclical Areas
Heavy exposure to industrials, materials, and energy means the ETF can be sensitive to economic slowdowns and commodity price swings.
Mixed Performance Among Top Holdings
Some major positions, such as Constellation Energy and GE Aerospace, have shown weak year-to-date performance, which can drag on the fund if that continues.

FTWO vs. SPDR S&P 500 ETF (SPY)

FTWO Summary

The Strive FAANG 2.0 ETF (FTWO) tracks the Bloomberg FAANG 2.0 Select Index, focusing on companies tied to the next wave of innovation, especially in areas like industrial technology, energy, and materials. Instead of classic internet giants, it holds firms such as Exxon Mobil and Chevron in energy, and Deere in advanced industrial equipment. Investors might consider FTWO if they want diversified exposure to companies benefiting from long-term trends like digital transformation, infrastructure, and resource demand. A key risk is that it is concentrated in cyclical sectors like energy and materials, so its price can rise and fall sharply with the broader economy and commodity markets.
How much will it cost me?The Strive FAANG 2.0 ETF (FTWO) has an expense ratio of 0.49%, which means you’ll pay $4.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, focusing on a dynamic portfolio of emerging and established tech leaders. Active management typically involves higher costs due to the research and adjustments made by fund managers.
What would affect this ETF?The Strive FAANG 2.0 ETF could benefit from continued advancements in technology sectors like cloud computing and artificial intelligence, as well as strong performance from its top holdings in energy and industrials, such as Exxon Mobil and Deere. However, it may face challenges from rising interest rates, which can negatively impact growth-focused investments, and potential regulatory changes in North America that could affect key industries like energy and materials. Economic slowdowns or reduced demand for industrial and energy products could also pose risks to its performance.

FTWO Top 10 Holdings

FTWO may wear a tech-themed label, but its story is really about old-economy muscle: industrials, energy, and materials. Exxon and Chevron are doing the heavy lifting, with rising share prices helping power the fund, while Deere has been losing steam and weighing on returns. Gold and uranium names like Newmont and Cameco have been more mixed, adding some shine but also volatility. With most holdings rooted in North America and clustered in cyclical sectors, this ETF lives and dies by the broader commodity and industrial cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Deere9.81%$7.90M$142.93B3.82%
66
Neutral
Constellation Energy Corporation8.71%$7.02M$106.22B-2.42%
68
Neutral
Exxon Mobil7.56%$6.09M$642.14B44.72%
74
Outperform
Cameco4.88%$3.93MC$64.35B78.88%
71
Outperform
GE Aerospace4.36%$3.51M$315.96B30.07%
72
Outperform
Chevron4.18%$3.37M$381.25B34.01%
71
Outperform
Newmont Mining4.07%$3.28M$114.91B111.74%
81
Outperform
Corteva3.74%$3.01M$53.21B12.33%
75
Outperform
RTX3.41%$2.75M$238.38B33.37%
74
Outperform
Agnico Eagle3.06%$2.46M$92.14B55.26%
80
Outperform

FTWO Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
45.62
Negative
100DMA
45.72
Negative
200DMA
42.38
Positive
Market Momentum
MACD
-0.31
Positive
RSI
45.24
Neutral
STOCH
57.24
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FTWO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 45.30, equal to the 50-day MA of 45.62, and equal to the 200-day MA of 42.38, indicating a neutral trend. The MACD of -0.31 indicates Positive momentum. The RSI at 45.24 is Neutral, neither overbought nor oversold. The STOCH value of 57.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FTWO.

FTWO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$77.17M0.49%
71
Outperform
$10.35B0.39%
75
Outperform
$839.67M0.39%
73
Outperform
$769.55M0.35%
72
Outperform
$82.86M0.85%
74
Outperform
$65.60M0.75%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FTWO
Strive FAANG 2.0 ETF
44.81
10.60
30.99%
IGM
iShares Expanded Tech Sector ETF
IGE
iShares North American Natural Resources ETF
NANR
SPDR S&P North American Natural Resources ETF
WEEI
Westwood Salient Enhanced Energy Income ETF
PIPE
Invesco SteelPath MLP & Energy Infrastructure ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents
Advertisement