STXD - ETF AI Analysis
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Strive 1000 Dividend Growth ETF (STXD)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Short-Term Performance
The ETF has shown strong gains over the past month, suggesting positive recent momentum.
High-Quality Blue-Chip Holdings
Many top positions are large, well-known companies with established businesses, which can provide stability for long-term investors.
Broad Sector Diversification
Holdings spread across technology, financials, industrials, health care, and several other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Mixed Performance Among Top Holdings
Several of the largest positions have recently shown weak or lagging performance, which can drag on overall returns.
Heavy U.S. Market Exposure
With almost all assets invested in U.S. companies, the fund offers little protection if the U.S. market struggles compared with other regions.
Moderate Expense Ratio
The fund’s fees are not especially low for an ETF, which slightly reduces the net return investors keep over time.
STXD vs. SPDR S&P 500 ETF (SPY)
AUM66.36M
RegionNorth America
Expense Ratio0.35%
Beta0.80
IssuerStrive
Inception DateNov 10, 2022
Dividend Yield1.18%
Asset ClassEquity
Index TrackedBloomberg US 1000 Dividend Growth Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,647
30 Day Avg. Volume5,468
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
45.35Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering179
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, Costco, and Visa, spread across sectors such as technology, finance, health care, and industrials. Someone might invest in this ETF to seek a mix of long-term growth and a rising stream of dividend income, while getting diversification across many big companies. A key risk is that it is heavily invested in U.S. large-cap and dividend-focused stocks, so its value can go up and down with that part of the market.
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-cap tech and financials, with a clear tilt toward dividend-friendly growth names. Broadcom, Lam Research, and Applied Materials are the fund’s turbochargers right now, riding the AI and semiconductor wave and giving performance a solid lift. On the flip side, Microsoft and Mastercard have been losing a bit of steam, while JPMorgan and Visa are more in the “steady but not exciting” camp. Costco and Eli Lilly add a defensive, steady-growth flavor, helping smooth out bumps from the more volatile tech leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 5.82% | $3.83M | $1.07T | 39.84% | 72 Outperform | |
| Broadcom | 5.45% | $3.59M | $1.82T | 56.26% | 76 Outperform | |
| JPMorgan Chase | 4.95% | $3.26M | $859.37B | 18.14% | 72 Outperform | |
| Microsoft | 4.65% | $3.07M | $2.90T | -16.57% | 79 Outperform | |
| Visa | 3.61% | $2.38M | $607.42B | -8.91% | 70 Outperform | |
| Lam Research | 3.05% | $2.01M | $458.72B | 316.36% | 77 Outperform | |
| Applied Materials | 2.94% | $1.94M | $450.37B | 231.79% | 77 Outperform | |
| Costco | 2.92% | $1.93M | $435.65B | -0.50% | 72 Outperform | |
| Mastercard | 2.67% | $1.76M | $432.94B | -13.72% | 75 Outperform | |
| Home Depot | 2.20% | $1.45M | $327.44B | -6.71% | 66 Neutral |
STXD Technical Analysis
Positive
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Price Trends
38.12
Positive
37.49
Positive
37.06
Positive
Market Momentum
0.37
Negative
63.97
Neutral
87.83
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 38.68, equal to the 50-day MA of 38.12, and equal to the 200-day MA of 37.06, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 63.97 is Neutral, neither overbought nor oversold. The STOCH value of 87.83 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
39.55
6.20
18.59%
AFGR
First Trust Active Factor Large Cap 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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IWFG
IQ Winslow Focused Large Cap Growth ETF
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EASY
Liberty One Defensive Dividend 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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