STXD - ETF AI Analysis

Top Page

Strive 1000 Dividend Growth ETF (STXD)

Rating:73Outperform

Price Target:―

STXD, the Strive 1000 Dividend Growth ETF, earns a solid overall rating largely because it holds high-quality leaders like Microsoft and Broadcom, which benefit from strong financial performance and long-term growth in areas like cloud computing and AI. Big, diversified financial names such as JPMorgan and Bank of America also support the fund’s quality, though some holdings like AbbVie and Home Depot face issues such as high leverage, cash flow challenges, or bearish technical trends that slightly weigh on the rating. The main risk is that several top positions are in large financial and tech-related companies, so weakness in those sectors could meaningfully impact the ETF.

Positive Factors

Broad Sector Diversification

The ETF spreads its investments across many sectors, which can help reduce the impact if any single industry struggles.

Exposure to Well-Known Blue-Chip Companies

Top holdings include large, established U.S. companies in technology, finance, and health care, which many investors view as relatively stable core positions.

Dividend Growth Focus

The strategy targets companies that grow their dividends, which can be attractive for investors seeking a rising income stream over time.

Negative Factors

Heavy U.S. Concentration

Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.

Top Holdings Recently Mixed

Several of the largest positions have shown weak or negative recent performance, which can weigh on the fund’s short-term results.

Moderate Expense Ratio

The fund’s fee is not especially low for a broad equity ETF, meaning costs may slightly reduce long-term returns compared with cheaper alternatives.

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

AUM62.59M

RegionNorth America

Expense Ratio0.35%

Beta0.80

IssuerStrive

Inception DateNov 10, 2022

Dividend Yield1.13%

Asset ClassEquity

Index TrackedBloomberg US 1000 Dividend Growth Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume5,807

30 Day Avg. Volume8,312

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

43.89

Price 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) tracks the Bloomberg US 1000 Dividend Growth Index, focusing on large U.S. companies that regularly grow their dividends. It holds well-known names like Microsoft, JPMorgan Chase, and Costco, and spreads your money across sectors such as technology, finance, and health care. Someone might invest in this ETF to seek a mix of long-term growth and rising income from dividends, while staying diversified across many big companies. A key risk is that stock prices and dividend payments can go up and down with the overall market, so returns are not guaranteed.

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

STXD is leaning heavily on U.S. tech and financial giants, with Broadcom and Microsoft acting as big swing factors but recently losing steam and putting pressure on returns. JPMorgan and Bank of America are also treading water, so the financial side isn’t giving the fund much lift either. On the brighter side, Eli Lilly has been a strong, steady engine in health care, while Costco and Home Depot are quietly rising and helping offset some of the tech and bank weakness. Overall, it’s a U.S.-centric, large-cap story with a few standout winners pulling against several laggards.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
AVGO	Broadcom	4.93%	$3.08M	$1.63T	42.11%	76 Outperform
JPM	JPMorgan Chase	4.72%	$2.96M	$846.13B	9.42%	72 Outperform
LLY	Eli Lilly & Co	4.63%	$2.90M	$959.76B	22.98%	72 Outperform
MSFT	Microsoft	4.09%	$2.56M	$3.00T	-1.61%	79 Outperform
V	Visa	3.20%	$2.00M	$627.53B	-8.37%	70 Outperform
MA	Mastercard	2.51%	$1.57M	$482.78B	-6.60%	75 Outperform
COST	Costco	2.48%	$1.56M	$434.17B	-6.81%	72 Outperform
HD	Home Depot	2.23%	$1.39M	$388.93B	-4.71%	66 Neutral
ABBV	AbbVie	2.22%	$1.39M	$390.40B	17.96%	66 Neutral
PG	Procter & Gamble	2.14%	$1.34M	$371.84B	-1.03%	69 Neutral

STXD Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

37.53

Positive

100DMA

37.01

Positive

200DMA

35.68

Positive

Market Momentum

MACD

0.06

Positive

RSI

48.28

Neutral

STOCH

45.45

Neutral

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 37.81, equal to the 50-day MA of 37.53, and equal to the 200-day MA of 35.68, indicating a neutral trend. The MACD of 0.06 indicates Positive momentum. The RSI at 48.28 is Neutral, neither overbought nor oversold. The STOCH value of 45.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for STXD.

STXD Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
STXD	―	―	$62.59M	0.35%	―
LCLG	―	―	$96.95M	0.90%	―
MMLG	―	―	$83.86M	0.85%	―
PRXG	―	―	$70.82M	0.36%	―
PGRO	―	―	$64.25M	0.49%	―
CGGG	―	―	$63.56M	0.39%	―

Performance Comparison

STXD

Strive 1000 Dividend Growth ETF

37.61

4.19

12.54%

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

―

CGGG

Capital Group U.S. Large 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