STXG - ETF AI Analysis

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Strive 1000 Growth ETF (STXG)

Rating:74Outperform

Price Target:―

The Strive 1000 Growth ETF (STXG) benefits from strong contributions by top holdings like Microsoft and Alphabet, which are well-positioned for long-term growth due to their strategic investments in AI and cloud services. Apple also adds strength with its robust profitability and focus on emerging markets, despite being technically overbought. However, weaker performance from holdings like Tesla and Eli Lilly, which face valuation concerns and financial risks, slightly tempers the overall rating. The ETF's concentration in high-growth tech stocks presents both an opportunity and a risk, as it may lead to volatility in changing market conditions.

Positive Factors

Strong Top Holdings

Several major positions, like Nvidia, Broadcom, and Alphabet, have shown strong year-to-date performance, driving the fund’s returns.

Low Expense Ratio

The ETF’s expense ratio is lower than many comparable funds, making it a cost-effective choice for investors.

Sector Diversification

The fund spreads its investments across multiple sectors, including technology, communication services, and consumer cyclical, reducing reliance on a single industry.

Negative Factors

High Technology Concentration

With over 43% of the portfolio in technology, the fund is heavily exposed to potential volatility in this sector.

Limited Geographic Exposure

The ETF is overwhelmingly focused on U.S. companies, offering minimal exposure to international markets.

Underperforming Holdings

Some top holdings, like Apple and Amazon, have shown weaker year-to-date performance, which could drag on overall returns.

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

AUM144.06M

RegionNorth America

Expense Ratio0.18%

Beta1.16

IssuerStrive

Inception DateNov 10, 2022

Dividend Yield0.48%

Asset ClassEquity

Index TrackedBloomberg US 1000 Growth

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume8,192

30 Day Avg. Volume8,335

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

61.18

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering704

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

STXG Summary

The Strive 1000 Growth ETF (Ticker: STXG) is an investment fund that focuses on large-cap growth companies, meaning it includes well-established businesses with strong potential for future expansion. It tracks the Bloomberg US 1000 Growth Index and holds stocks from sectors like technology, communication services, and consumer cyclical. Some of its top holdings include well-known companies like Nvidia and Microsoft. This ETF could be a good choice for investors looking to grow their money over time by investing in innovative, market-leading companies. However, it’s important to know that its performance can go up and down with the overall market, especially since it’s heavily weighted toward tech stocks.

How much will it cost me?The Strive 1000 Growth ETF (STXG) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than the average expense ratio for actively managed funds, as STXG is passively managed and tracks the Bloomberg US 1000 Growth Index, keeping costs down.

What would affect this ETF?The Strive 1000 Growth ETF (STXG) could benefit from continued advancements in technology and innovation, as its largest sector exposure is technology, including top holdings like Nvidia, Microsoft, and Apple. Positive economic growth and consumer spending trends may also support its focus on growth-oriented companies. However, rising interest rates or economic slowdowns could negatively impact growth stocks, and regulatory changes in the tech sector could pose risks to its key holdings.

STXG Top 10 Holdings

The Strive 1000 Growth ETF leans heavily into technology, with Nvidia, Apple, and Microsoft leading the charge. Nvidia’s focus on AI and data centers has kept it steady despite recent mixed momentum, while Apple’s strong profitability and services expansion provide a solid foundation. Microsoft’s cloud and AI growth are promising, though recent performance has been uneven. Tesla is rising fast, adding energy to the fund, while Alphabet’s bullish run in AI and cloud services is a bright spot. Overall, the fund’s tech-heavy U.S. concentration offers growth potential but may face volatility from high valuations.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	9.37%	$13.50M	$4.55T	35.83%	76 Outperform
AAPL	Apple	8.05%	$11.60M	$3.80T	11.11%	79 Outperform
MSFT	Microsoft	7.28%	$10.48M	$3.39T	6.44%	79 Outperform
AMZN	Amazon	4.88%	$7.03M	$2.55T	5.42%	71 Outperform
GOOGL	Alphabet Class A	4.06%	$5.85M	$4.02T	69.78%	85 Outperform
AVGO	Broadcom	3.40%	$4.89M	$1.63T	48.12%	76 Outperform
GOOG	Alphabet Class C	3.26%	$4.70M	$4.02T	68.64%	82 Outperform
META	Meta Platforms	2.89%	$4.17M	$1.56T	1.31%	76 Outperform
TSLA	Tesla	2.74%	$3.94M	$1.46T	2.83%	73 Outperform
LLY	Eli Lilly & Co	1.89%	$2.72M	$976.55B	42.34%	72 Outperform

STXG Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

50.80

Positive

100DMA

50.27

Positive

200DMA

47.04

Positive

Market Momentum

MACD

0.15

Positive

RSI

51.14

Neutral

STOCH

39.23

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STXG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 51.23, equal to the 50-day MA of 50.80, and equal to the 200-day MA of 47.04, indicating a neutral trend. The MACD of 0.15 indicates Positive momentum. The RSI at 51.14 is Neutral, neither overbought nor oversold. The STOCH value of 39.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for STXG.

STXG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
STXG	―	―	$144.06M	0.18%	―
TGRT	―	―	$924.07M	0.38%	―
IWLG	―	―	$663.21M	0.50%	―
GFLW	―	―	$662.92M	0.39%	―
SFY	―	―	$575.56M	0.05%	―
QDVO	―	―	$575.37M	0.55%	―

Performance Comparison

STXG

Strive 1000 Growth ETF

51.19

6.77

15.24%

TGRT

T. Rowe Price Growth ETF

―

IWLG

IQ Winslow Large Cap Growth ETF

―

GFLW

VictoryShares Free Cash Flow Growth ETF

―

SFY

Sofi Select 500 Etf

―

QDVO

Amplify CWP Growth & Income 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: ―

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