Strive 1000 Dividend Growth ETF
STXD - ETF AI Analysis
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Strive 1000 Dividend Growth ETF (STXD)
STXD, the Strive 1000 Dividend Growth ETF, earns a solid overall rating thanks to major positions in high-quality companies like Microsoft, Broadcom, and Lam Research, which benefit from strong financial performance and growth in areas such as cloud computing and AI-related semiconductors. However, some holdings like Visa, Mastercard, Costco, and Home Depot face bearish technical trends, high valuations, or leverage concerns, and the fund’s meaningful exposure to AI and semiconductor names introduces sector-specific risk if growth expectations or regulatory conditions change.
STXD vs. SPDR S&P 500 ETF (SPY)
- AUM
- 70.31M
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 0.78
- Issuer
- Strive
- Inception Date
- Nov 10, 2022
- Dividend Yield
- 1.05%
- Asset Class
- Equity
- Index Tracked
- Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross
STXD Summary
STXD, the Strive 1000 Dividend Growth ETF, follows the Bloomberg US 1000 Dividend Growth Index, focusing on large U.S. companies that aim to grow their dividend payments over time. It holds well-known names like Microsoft and Eli Lilly, along with banks, tech firms, and industrial companies, giving investors broad exposure to many parts of the economy. Someone might invest in STXD to seek a mix of long-term growth and rising income from dividends in one diversified fund. A key risk is that stock prices and dividends can still go up and down with the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 invested. That’s a bit higher than the cheapest index ETFs because it follows a more specialized dividend growth strategy rather than a plain, ultra-low-cost passive index.
What would affect this ETF?
This U.S.-focused ETF could benefit if large, established companies keep growing their profits and dividends, especially in financials and technology, and if the economy remains steady enough to support spending at firms like Microsoft, Visa, and Costco. On the downside, rising interest rates, tighter banking regulations, or a slowdown in tech and consumer spending could hurt earnings and make dividend growth harder to sustain.
STXD Top 10 Holdings
STXD is leaning heavily on a trio of U.S. growth powerhouses, with Eli Lilly and Microsoft doing much of the heavy lifting thanks to steadily rising share prices and strong earnings momentum. Financial giants Visa and Mastercard are also pulling their weight, giving the fund a solid backbone in payments, while JPMorgan’s more mixed recent performance adds a touch of volatility. On the tech side, chip names like Broadcom, Applied Materials, and Lam Research have been choppy lately, so the semiconductor engine is sputtering even as longer-term trends remain supportive.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 LLY | Eli Lilly & Co | 5.75% | $3.93M | $1.35T | 48.17% | 72Outperform |
 MSFT | Microsoft | 5.24% | $3.58M | $3.96T | 5.37% | 79Outperform |
 V | Visa | 4.95% | $3.38M | $784.57B | 26.33% | 70Outperform |
 JPM | JPMorgan Chase | 4.70% | $3.21M | $908.40B | 7.95% | 72Outperform |
 AVGO | Broadcom | 3.94% | $2.69M | $1.58T | -7.37% | 76Outperform |
 MA | Mastercard | 3.65% | $2.49M | $573.97B | 19.15% | 75Outperform |
 COST | Costco | 3.26% | $2.23M | $472.44B | 16.45% | 72Outperform |
 HD | Home Depot | 2.41% | $1.64M | $350.19B | -5.25% | 66Neutral |
 RTX | RTX | 1.78% | $1.22M | $270.25B | 11.86% | 74Outperform |
 GS | Goldman Sachs Group | 1.76% | $1.20M | $262.53B | 14.17% | 73Outperform |
STXD Technical Analysis
Price Trends
Market Momentum
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 41.03 is above the 20-day moving average (MA) of 40.04, above the 50-day MA of 39.45, and above the 200-day MA of 38.50, indicating a bullish trend. The MACD of 0.34 indicates Negative momentum. The RSI at 60.28 is Neutral, neither overbought nor oversold. The STOCH value of 50.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for STXD.
STXD Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| STXD | $41.03 | $44.00(7.24% Upside) | $70.31M | 0.35% | 73Outperform |
 LCLG | $68.27 | $85.62(25.42% Upside) | $103.87M | 0.85% | 74Outperform |
 ACGO | $35.39 | $47.69(34.76% Upside) | $100.75M | 0.42% | 75Outperform |
 TLG | $24.51 | $34.42(40.44% Upside) | $93.75M | 0.67% | 75Outperform |
 PRXG | $38.12 | $49.03(28.61% Upside) | $87.41M | 0.36% | 75Outperform |
 AFGR | $35.01 | $45.54(30.09% Upside) | $84.44M | 0.65% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| STXD | Strive 1000 Dividend Growth ETF | 41.03 | 4.82 | 13.31% | |
| LCLG | Logan Capital Broad Innovative Growth ETF | 68.27 | 6.50 | 10.53% | |
| ACGO | Hartford Alpha Capture Growth ETF | 35.39 | -3.88 | -9.88% | |
| TLG | Touchstone Large Company Growth ETF | 24.51 | 0.00 | 0.01% | |
| PRXG | Praxis Impact Large Cap Growth ETF | 38.12 | 2.06 | 5.71% | |
| AFGR | First Trust Active Factor Large Cap Growth ETF | 35.01 | -0.03 | -0.08% |
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.