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STXK - ETF AI Analysis
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Strive 2000 ETF (STXK)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the year so far, with recent one- and three-month returns also trending positively.
Strong-Performing Top Holdings
Several of the largest positions, including companies in mining, technology, and digital infrastructure, have delivered strong year-to-date gains that support the fund’s overall results.
Low Expense Ratio
The fund’s expense ratio is relatively low, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very limited geographic diversification.
Small Individual Position Sizes
Each top holding makes up a small slice of the portfolio, which can dilute the impact of even strong-performing stocks on overall returns.
Exposure to Volatile Sectors and Stocks
Holdings in areas like mining, biotech, and smaller technology names can be more volatile, and at least one top holding has shown weak year-to-date performance.
STXK vs. SPDR S&P 500 ETF (SPY)
AUM70.65M
RegionNorth America
Expense Ratio0.18%
Beta1.01
IssuerStrive
Inception DateNov 10, 2022
Dividend Yield1.29%
Asset ClassEquity
Index TrackedBloomberg US 600 Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,288
30 Day Avg. Volume11,017
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
41.88Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering603
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STXK Summary
Strive 2000 ETF (STXK) is a fund that tracks the Bloomberg US 600 Index, focusing on small U.S. companies across many sectors like financials, technology, and health care. It holds a wide mix of stocks, including names like Hecla Mining Company and Guardant Health, so you’re not betting on just one industry. Investors might consider STXK if they want growth potential from smaller, up‑and‑coming businesses while still staying diversified. A key risk is that small-cap stocks can be more volatile than larger, more established companies, so the price can move up and down sharply.
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
STXK’s story is classic small-cap: a few fast climbers pulling hard while some problem children slow the pack. On the upside, industrial and tech names like Modine, Advanced Energy, Onto Innovation, and TTM Technologies have been rising, giving the fund a solid boost as demand for specialized hardware and manufacturing solutions stays strong. On the other side, Guardant Health and Avidity Biosciences are more mixed, with biotech volatility keeping a lid on gains. The fund is U.S.-only and broadly spread across sectors, so no single theme completely dominates performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cognex | 0.40% | $282.62K | $7.95B | 52.27% | 70 Outperform | |
| Vaxcyte | 0.36% | $252.38K | $7.86B | -26.61% | 50 Neutral | |
| Arrow Electronics | 0.35% | $249.30K | $7.17B | 34.11% | 64 Neutral | |
| Chord Energy | 0.34% | $239.93K | $7.02B | 16.23% | 76 Outperform | |
| Esco Technologies | 0.34% | $237.92K | $6.83B | 63.93% | 70 Neutral | |
| Applied Optoelectronics | 0.34% | $237.65K | $7.28B | 337.86% | 52 Neutral | |
| Formfactor | 0.33% | $235.50K | $7.01B | 181.00% | 68 Neutral | |
| Nexstar Media Group | 0.33% | $234.83K | $7.08B | 37.51% | 69 Neutral | |
| NOV | 0.33% | $234.26K | $6.64B | 28.88% | 72 Outperform | |
| Cirrus Logic | 0.33% | $233.23K | $6.82B | 33.95% | 79 Outperform |
STXK Technical Analysis
Negative
―
Price Trends
35.05
Negative
34.10
Negative
32.79
Positive
Market Momentum
-0.51
Positive
33.47
Neutral
4.05
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STXK, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 34.85, equal to the 50-day MA of 35.05, and equal to the 200-day MA of 32.79, indicating a neutral trend. The MACD of -0.51 indicates Positive momentum. The RSI at 33.47 is Neutral, neither overbought nor oversold. The STOCH value of 4.05 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for STXK.
STXK Peer Comparison
Comparison Results
Performance Comparison
STXK
Strive 2000 ETF
33.33
4.46
15.45%
AFSM
First Trust Active Factor Small Cap 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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ROSC
Hartford Multifactor Small Cap ETF
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FLQS
Franklin LibertyQ U.S. 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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