STXD - ETF AI Analysis
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Strive 1000 Dividend Growth ETF (STXD)
Rating:73Outperform
Price Target:―
Positive Factors
Solid Year-to-Date Results
The ETF has delivered positive year-to-date performance, showing that its strategy has been working so far this year.
Strong Semiconductor Exposure
Several top holdings in semiconductor and chip-equipment companies have shown very strong gains, helping drive the fund’s overall returns.
Broad Sector Diversification
Holdings spread across technology, financials, industrials, health care, and consumer sectors help reduce the impact if any one area of the market struggles.
Negative Factors
High U.S. Concentration
Almost all assets are invested in U.S. companies, which limits diversification across different global markets.
Mixed Performance Among Top Holdings
Some large positions, including a major technology stock and a few other blue-chip names, have shown weak or negative performance, which can drag on the fund.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, meaning fees may be higher than some cheaper index alternatives.
STXD vs. SPDR S&P 500 ETF (SPY)
AUM66.63M
RegionNorth America
Expense Ratio0.35%
Beta0.80
IssuerStrive
Inception DateNov 10, 2022
Dividend Yield1.08%
Asset ClassEquity
Index TrackedBloomberg US 1000 Dividend Growth Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,538
30 Day Avg. Volume4,837
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
47.24Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering180
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 dividends over time. It holds well-known names like Microsoft and JPMorgan Chase, along with other technology, financial, and industrial firms, giving investors broad exposure to major sectors of the U.S. economy. Someone might invest in STXD to seek a mix of potential long-term growth and rising income from dividends in one diversified fund. A key risk is that the ETF’s value can go up and down with the stock market, especially large U.S. companies.
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 caps, with a clear tilt toward tech and financial powerhouses. Eli Lilly has been a steady engine over the past few months, while JPMorgan and Visa are rising and giving the fund a solid financial backbone. On the tech side, Microsoft looks mixed, losing steam recently, but Broadcom and Applied Materials are still humming thanks to AI and semiconductor strength. Home Depot, meanwhile, is lagging, acting more like a brake than an accelerator in this otherwise growth-focused, U.S.-centric dividend story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 6.50% | $4.34M | $3.71T | -3.01% | 79 Outperform | |
| Broadcom | 5.21% | $3.47M | $2.04T | 38.99% | 76 Outperform | |
| JPMorgan Chase | 5.16% | $3.44M | $950.35B | 24.25% | 72 Outperform | |
| Eli Lilly & Co | 5.14% | $3.43M | $1.12T | 93.94% | 72 Outperform | |
| Visa | 3.86% | $2.57M | $676.80B | 7.57% | 70 Outperform | |
| Mastercard | 2.78% | $1.85M | $493.41B | -1.82% | 75 Outperform | |
| Applied Materials | 2.75% | $1.83M | $428.06B | 183.18% | 77 Outperform | |
| Costco | 2.71% | $1.80M | $420.34B | -3.64% | 72 Outperform | |
| Lam Research | 2.51% | $1.67M | $389.37B | 200.39% | 77 Outperform | |
| Home Depot | 2.28% | $1.52M | $354.59B | -9.48% | 66 Neutral |
STXD Technical Analysis
Positive
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Price Trends
39.47
Positive
38.32
Positive
37.64
Positive
Market Momentum
0.49
Negative
71.09
Negative
94.23
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 39.93, equal to the 50-day MA of 39.47, and equal to the 200-day MA of 37.64, indicating a bullish trend. The MACD of 0.49 indicates Negative momentum. The RSI at 71.09 is Negative, neither overbought nor oversold. The STOCH value of 94.23 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
41.13
6.16
17.62%
AFGR
First Trust Active Factor Large Cap Growth ETF
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PRXG
Praxis Impact Large Cap Growth ETF
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AQLG
Highland Capital Large Capital 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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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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