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STXM - ETF AI Analysis
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Strive Mid-Cap ETF (STXM)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Holdings With Strong Gains
Several of the top positions, such as SanDisk, Bloom Energy, FTAI Aviation, and AST SpaceMobile, have delivered strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
Holdings are spread across many sectors, with meaningful exposure to industrials, technology, financials, consumer-related areas, and health care, which helps reduce reliance on any single industry.
Negative Factors
Very Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering very limited geographic diversification outside the United States.
Small Fund Size
The ETF manages a relatively modest amount of assets, which can sometimes mean less trading volume and potentially wider bid–ask spreads for investors.
Some Lagging Top Holdings
A few key positions, such as Lumentum Holdings and Aercap Holdings, have shown weak year-to-date performance, which can drag on overall returns if the weakness continues.
STXM vs. SPDR S&P 500 ETF (SPY)
AUM22.83M
RegionNorth America
Expense Ratio0.18%
Beta0.95
IssuerStrive
Inception DateApr 11, 2024
Dividend Yield1.04%
Asset ClassEquity
Index TrackedBloomberg US 400 Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,075
30 Day Avg. Volume3,445
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
35.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering397
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STXM Summary
The Strive Mid-Cap ETF (STXM) tracks the Bloomberg US 400 Index, focusing on medium‑sized U.S. companies that are past the start-up phase but still have room to grow. It spreads your money across many sectors, including industrials, technology, and financials, with holdings like SanDisk and Ciena. Someone might invest in STXM to seek growth while still getting some diversification across different industries and companies. A key risk is that mid-cap stocks can be more volatile than large, well-known companies, so the value of this ETF can go up and down with the market.
How much will it cost me?The Strive Mid-Cap ETF (STXM) 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 average for actively managed ETFs, as it focuses on mid-cap stocks with a strategic approach while keeping costs relatively low.
What would affect this ETF?The Strive Mid-Cap ETF (STXM), with its focus on U.S. mid-cap companies, could benefit from economic growth and innovation in sectors like technology and industrials, which are heavily weighted in the fund. However, it may face challenges from rising interest rates, which could impact financial and real estate sectors, or economic slowdowns that affect consumer spending and cyclical industries. Regulatory changes or geopolitical tensions could also influence the performance of its top holdings and broader market exposure.
STXM Top 10 Holdings
STXM leans into U.S. mid-cap innovators, with tech and industrial names setting the tone. Rising plays like Bloom Energy and AST SpaceMobile add a high-growth, high-drama feel, helping power recent gains but also injecting volatility. Coherent and Ciena are steady tech workhorses, quietly supporting performance as demand for communications and datacenter gear builds. On the flip side, Aercap and Lumentum look more mixed, occasionally losing altitude and muting some of the upside. Overall, the fund’s story is U.S.-centric, tech-tilted, and driven by selective growth bets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 2.04% | $467.16K | $87.15B | 1205.22% | 55 Neutral | |
| Ciena | 1.06% | $243.07K | $42.77B | 257.22% | 70 Outperform | |
| Lumentum Holdings | 1.04% | $237.17K | $42.87B | 668.87% | 61 Neutral | |
| Coherent Corp | 0.85% | $194.66K | $41.24B | 159.19% | 66 Neutral | |
| Bloom Energy | 0.79% | $180.92K | $40.77B | 493.47% | 62 Neutral | |
| FTAI Aviation | 0.72% | $165.45K | $29.31B | 128.36% | 58 Neutral | |
| Aercap Holdings | 0.67% | $153.02K | $25.46B | 46.84% | 77 Outperform | |
| Curtiss-Wright | 0.64% | $145.86K | $25.37B | 105.87% | 74 Outperform | |
| Casey's General | 0.62% | $140.91K | $24.52B | 54.31% | 68 Neutral | |
| Flex | 0.60% | $137.60K | $23.69B | 55.05% | 74 Outperform |
STXM Technical Analysis
Positive
―
Price Trends
29.83
Positive
28.97
Positive
27.75
Positive
Market Momentum
0.33
Positive
62.21
Neutral
75.82
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STXM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.65, equal to the 50-day MA of 29.83, and equal to the 200-day MA of 27.75, indicating a bullish trend. The MACD of 0.33 indicates Positive momentum. The RSI at 62.21 is Neutral, neither overbought nor oversold. The STOCH value of 75.82 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for STXM.
STXM Peer Comparison
Comparison Results
Performance Comparison
STXM
Strive Mid-Cap ETF
31.10
4.51
16.96%
CVMC
Calvert US Mid-Cap Core Responsible Index ETF
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―
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PAMC
Pacer Lunt MidCap Multi-Factor Alternator ETF
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KMID
Virtus KAR Mid-Cap ETF
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MMID
MFS Active Mid Cap ETF
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MCDS
JPMorgan Fundamental Data Science Mid Core 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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