Education
About Us
Working with TipRanks
Follow Us
STXD - ETF AI Analysis
Top Page
Strive 1000 Dividend Growth ETF (STXD)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Broadcom, Microsoft, and Oracle, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Reasonable Expense Ratio
With an expense ratio of 0.35%, the fund offers a cost-effective option compared to many actively managed ETFs.
Negative Factors
High U.S. Concentration
The ETF is heavily focused on U.S. companies, with over 99% geographic exposure, limiting diversification across global markets.
Underperforming Holdings
Some holdings, like Home Depot and Eli Lilly, have shown weak or minimal gains, which could drag on overall performance.
Technology Overweight
With over 26% of the portfolio in Technology, the ETF is vulnerable to downturns in this sector.
STXD vs. SPDR S&P 500 ETF (SPY)
AUM51.61M
RegionNorth America
Expense Ratio0.35%
Beta0.80
IssuerStrive
Inception DateNov 10, 2022
Dividend Yield1.12%
Asset ClassEquity
Index TrackedBloomberg US 1000 Dividend Growth Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,334
30 Day Avg. Volume4,877
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
42.61Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering202
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STXD Summary
The Strive 1000 Dividend Growth ETF (STXD) is an investment fund that focuses on large U.S. companies with strong potential for dividend growth. It follows the Bloomberg US 1000 Dividend Growth Index and includes well-known companies like Microsoft and Broadcom. With a mix of industries such as technology, financials, and healthcare, this ETF offers diversification and the chance to benefit from both stable income and growth. New investors might consider it for its focus on reliable, growing dividends. However, since it heavily invests in large-cap stocks, its value can fluctuate with the overall market performance.
How much will it cost me?The Strive 1000 Dividend Growth ETF (Ticker: STXD) has an expense ratio of 0.35%, meaning you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, aiming to select companies with strong dividend growth potential. Active management typically involves more research and decision-making, which increases costs.
What would affect this ETF?The Strive 1000 Dividend Growth ETF (STXD) could benefit from continued strength in the technology and financial sectors, which make up a significant portion of its holdings, as well as stable economic growth in the U.S., its primary geographic focus. However, rising interest rates or economic slowdowns could negatively impact dividend-paying companies, particularly in sectors like real estate and consumer cyclical, which are more sensitive to such changes. Regulatory shifts or unexpected challenges in key industries like healthcare or technology could also pose risks to the ETF's performance.
STXD Top 10 Holdings
The Strive 1000 Dividend Growth ETF leans heavily into financials and technology, with names like JPMorgan Chase and Broadcom playing pivotal roles. JPMorgan has shown steady performance, buoyed by strong fundamentals, while Broadcom’s focus on AI semiconductors keeps it rising despite valuation concerns. On the tech side, Microsoft has been lagging recently, weighed down by overbought signals. Health care giant Eli Lilly is a bright spot, driving gains with robust growth in its pipeline. Overall, the fund’s U.S.-centric portfolio balances stability and innovation, though mixed results from consumer-facing stocks like Visa and Mastercard temper its momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 5.68% | $2.94M | $1.84T | 124.15% | 76 Outperform | |
| Eli Lilly & Co | 5.04% | $2.61M | $955.13B | 24.14% | 73 Outperform | |
| JPMorgan Chase | 4.98% | $2.57M | $857.62B | 29.28% | 72 Outperform | |
| Microsoft | 4.64% | $2.40M | $3.59T | 10.09% | 80 Outperform | |
| Visa | 3.27% | $1.69M | $634.02B | 6.01% | 75 Outperform | |
| Mastercard | 2.62% | $1.35M | $489.87B | 3.37% | 77 Outperform | |
| AbbVie | 2.34% | $1.21M | $399.57B | 26.36% | 65 Neutral | |
| Costco | 2.32% | $1.20M | $396.50B | -10.16% | 71 Outperform | |
| Bank of America | 2.15% | $1.11M | $393.97B | 17.40% | 72 Outperform | |
| Oracle | 2.10% | $1.09M | $620.28B | 15.80% | 66 Neutral |
STXD Technical Analysis
Positive
―
Price Trends
36.68
Positive
36.16
Positive
34.46
Positive
Market Momentum
0.15
Negative
54.48
Neutral
83.79
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STXD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.67, equal to the 50-day MA of 36.68, and equal to the 200-day MA of 34.46, indicating a bullish trend. The MACD of 0.15 indicates Negative momentum. The RSI at 54.48 is Neutral, neither overbought nor oversold. The STOCH value of 83.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for STXD.
STXD Peer Comparison
Comparison Results
Performance Comparison
STXD
Strive 1000 Dividend Growth ETF
37.00
3.67
11.01%
LCLG
Logan Capital Broad Innovative Growth ETF
―
―
―
MMLG
First Trust Multi-Manager Large Growth ETF
―
―
―
PRXG
Praxis Impact Large Cap Growth ETF
―
―
―
PGRO
Putnam Focused Large Cap Growth ETF
―
―
―
IWFG
IQ Winslow Focused Large Cap Growth 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.
Disclaimer
This 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