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STXK - ETF AI Analysis
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Strive 2000 ETF (STXK)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating strong overall momentum.
Low Expense Ratio
With a low expense ratio, this ETF allows investors to keep more of their returns compared to higher-cost funds.
Broad Sector Diversification
The ETF is spread across multiple sectors, reducing the risk of being overly exposed to a single industry.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, offering limited exposure to international markets.
Underperforming Holdings
Some top holdings, such as Columbia Banking System, have shown weak performance, which could drag on overall returns.
Small Cap Focus
Many holdings are smaller companies, which can be more volatile and sensitive to market fluctuations.
STXK vs. SPDR S&P 500 ETF (SPY)
AUM73.03M
RegionNorth America
Expense Ratio0.18%
Beta0.99
IssuerStrive
Inception DateNov 10, 2022
Dividend Yield1.23%
Asset ClassEquity
Index TrackedBloomberg US 600 Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume20,761
30 Day Avg. Volume10,701
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
40.12Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering591
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STXK Summary
The Strive 2000 ETF (Ticker: STXK) is designed to invest in small-cap companies, which are smaller businesses with high growth potential. It follows the Bloomberg US 2000 index and includes a wide range of industries, such as technology, financials, and healthcare. Some of its top holdings include well-known companies like Lyft and Cognex. This ETF is a good option for investors looking to diversify their portfolio and tap into the growth opportunities of emerging companies. However, small-cap stocks can be more volatile, meaning their prices can go up and down quickly, so investors should be prepared for potential risks.
How much will it cost me?The Strive 2000 ETF (Ticker: STXK) has an expense ratio of 0.18%, meaning you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for actively managed funds, as it focuses on small-cap stocks with a broad-based approach while keeping costs relatively low for investors.
What would affect this ETF?The Strive 2000 ETF (STXK), with its focus on U.S. small-cap stocks across diverse sectors like technology, financials, and consumer cyclical, could benefit from economic growth and innovation in these industries, as smaller companies often thrive during expansion periods. However, small-cap stocks are more sensitive to economic downturns, interest rate hikes, and market volatility, which could negatively impact the ETF's performance. Additionally, regulatory changes or sector-specific challenges in areas like healthcare or energy could influence the fund's growth potential.
STXK Top 10 Holdings
The Strive 2000 ETF is leaning heavily into small-cap growth, with a diverse mix of sectors but a clear tilt toward financials and technology. Arrowhead Pharmaceuticals is rising on strong clinical developments, while Hecla Mining is steady, buoyed by robust financial performance. On the flip side, Guardant Health is lagging due to valuation concerns, and CareTrust REIT is showing mixed signals despite strategic growth initiatives. With its U.S.-focused portfolio, the fund offers exposure to emerging companies, though its reliance on niche players means performance could swing with market sentiment.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Hecla Mining Company | 0.63% | $459.55K | $14.08B | 304.04% | 74 Outperform | |
| Guardant Health | 0.63% | $458.56K | $14.07B | 196.25% | 61 Neutral | |
| Coeur Mining | 0.52% | $377.43K | $12.60B | 213.92% | 69 Neutral | |
| Avidity Biosciences | 0.45% | $324.94K | $10.91B | 145.66% | 62 Neutral | |
| Columbia Banking System | 0.42% | $305.37K | $8.78B | 11.85% | 77 Outperform | |
| Arrowhead Pharmaceuticals | 0.42% | $303.75K | $8.83B | 251.54% | 57 Neutral | |
| Onto Innovation | 0.41% | $297.45K | $8.84B | -4.87% | 82 Outperform | |
| Lincoln National | 0.39% | $283.55K | $8.39B | 46.91% | 71 Outperform | |
| Affiliated Managers | 0.39% | $282.11K | $8.64B | 73.75% | 74 Outperform | |
| American Healthcare REIT, Inc. | 0.39% | $281.29K | $8.87B | 73.92% | 64 Neutral |
STXK Technical Analysis
Positive
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Price Trends
33.23
Positive
33.05
Positive
31.12
Positive
Market Momentum
0.29
Negative
64.08
Neutral
93.42
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STXK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.94, equal to the 50-day MA of 33.23, and equal to the 200-day MA of 31.12, indicating a bullish trend. The MACD of 0.29 indicates Negative momentum. The RSI at 64.08 is Neutral, neither overbought nor oversold. The STOCH value of 93.42 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for STXK.
STXK Peer Comparison
Comparison Results
Performance Comparison
STXK
Strive 2000 ETF
34.77
4.29
14.07%
FSCC
Federated Hermes MDT Small Cap Core ETF
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AFSM
First Trust Active Factor Small Cap ETF
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FLQS
Franklin LibertyQ U.S. Small Cap Equity ETF
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BKSE
BNY Mellon US Small Cap Core Equity ETF
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SYZ
Lazard US Systematic Small Cap Equity 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.
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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