STXD - ETF AI Analysis
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Strive 1000 Dividend Growth ETF (STXD)
Rating:73Outperform
Price Target:―
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)
AUM63.58M
RegionNorth America
Expense Ratio0.35%
Beta0.81
IssuerStrive
Inception DateNov 10, 2022
Dividend Yield0.62%
Asset ClassEquity
Index TrackedBloomberg US 1000 Dividend Growth Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,591
30 Day Avg. Volume6,325
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
43.89Price 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 leans heavily on U.S. large caps, with a clear tilt toward tech and financial powerhouses. Microsoft and Broadcom, once the stars of the AI and software story, have been losing steam lately, turning from engines of growth into mild headwinds. JPMorgan and Visa also look sluggish, so the financial side isn’t giving the fund much lift. On the brighter side, Costco and Procter & Gamble are steadier hands, offering more defensive, dividend-friendly ballast that helps smooth out the bumps from the fund’s growth-oriented leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 5.74% | $3.66M | $1.88T | 133.04% | 76 Outperform | |
| JPMorgan Chase | 4.70% | $2.99M | $825.10B | 33.62% | 72 Outperform | |
| Microsoft | 4.19% | $2.67M | $3.05T | 14.27% | 79 Outperform | |
| Eli Lilly & Co | 4.15% | $2.64M | $855.09B | 7.62% | 72 Outperform | |
| Visa | 3.09% | $1.97M | $602.13B | -4.40% | 70 Outperform | |
| Costco | 2.51% | $1.60M | $436.89B | -0.73% | 72 Outperform | |
| Mastercard | 2.46% | $1.57M | $463.71B | 0.23% | 75 Outperform | |
| Bank of America | 2.13% | $1.36M | $389.84B | 43.04% | 72 Outperform | |
| AbbVie | 2.13% | $1.35M | $368.65B | 20.81% | 66 Neutral | |
| Caterpillar | 2.09% | $1.33M | $358.35B | 162.59% | 76 Outperform |
STXD Technical Analysis
Positive
―
Price Trends
36.80
Positive
37.01
Positive
36.36
Positive
Market Momentum
0.30
Negative
66.82
Neutral
97.55
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 36.14, equal to the 50-day MA of 36.80, and equal to the 200-day MA of 36.36, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 66.82 is Neutral, neither overbought nor oversold. The STOCH value of 97.55 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
37.73
8.27
28.07%
LCLG
Logan Capital Broad Innovative Growth ETF
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MMLG
First Trust Multi-Manager Large Growth ETF
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PRXG
Praxis Impact Large Cap Growth ETF
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CGGG
Capital Group U.S. Large Growth ETF
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PGRO
Putnam Focused Large Cap Growth ETF
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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: ―
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