STXK - ETF AI Analysis
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Strive 2000 ETF (STXK)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing solid momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, financials, industrials, and health care, which helps reduce the impact of weakness in any single industry.
Low Expense Ratio
The fund’s expense ratio is relatively low, which means less of your return is lost to fees over time.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very limited international diversification.
Small Position Sizes in Top Holdings
Each of the top holdings makes up only a small slice of the fund, so even strong-performing stocks may have a limited impact on overall returns.
Exposure to Cyclical Sectors
Significant allocations to areas like consumer cyclical, financials, and industrials may make the fund more sensitive to economic slowdowns.
STXK vs. SPDR S&P 500 ETF (SPY)
AUM88.50M
RegionNorth America
Expense Ratio0.18%
Beta0.99
IssuerStrive
Inception DateNov 10, 2022
Dividend Yield1.15%
Asset ClassEquity
Index TrackedBloomberg US 600 Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,595
30 Day Avg. Volume6,944
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
44.42Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering594
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 smaller U.S. companies across many industries, including technology, financials, health care, and industrials. It holds a wide mix of small-cap stocks, such as Cognex and Arrow Electronics, giving investors broad exposure to up-and-coming businesses that may grow faster than large, established firms. Someone might invest in this ETF to seek long-term growth and diversify beyond big-name stocks. A key risk is that small-cap shares can be more volatile, so the ETF’s value can rise and fall more sharply than the overall market.
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 is leaning into U.S. small-cap growth stories, with a clear tilt toward tech and health care names that can move quickly. DigitalOcean has been a key engine, rising on AI-focused growth despite some financial strain, while ViaSat and Protagonist Therapeutics are also adding fuel with steady-to-rising momentum. On the flip side, Cognex and FormFactor have been lagging lately, acting as a bit of a brake on returns even though their longer-term trends are still constructive. Overall, performance is being driven by a handful of nimble, innovation-focused U.S. small caps.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Arrow Electronics | 0.47% | $413.65K | $11.07B | 86.73% | 64 Neutral | |
| Cognex | 0.47% | $409.51K | $10.86B | 62.78% | 70 Outperform | |
| Corcept Therapeutics | 0.45% | $394.88K | $12.38B | 57.17% | 76 Outperform | |
| ViaSat | 0.43% | $372.73K | $10.60B | 300.84% | 56 Neutral | |
| DigitalOcean Holdings | 0.40% | $351.56K | $13.74B | 370.82% | 73 Outperform | |
| Brinker International | 0.39% | $338.50K | $9.17B | 40.31% | 70 Neutral | |
| Crinetics Pharmaceuticals | 0.39% | $336.17K | $8.85B | 196.81% | 61 Neutral | |
| Prosperity Bancshares | 0.38% | $331.67K | $8.97B | 13.69% | 79 Outperform | |
| Timken Company | 0.38% | $331.08K | $9.56B | 91.71% | 76 Outperform | |
| Protagonist Therapeutics | 0.37% | $325.75K | $8.79B | 145.74% | 68 Neutral |
STXK Technical Analysis
Positive
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Price Trends
37.78
Positive
36.32
Positive
35.12
Positive
Market Momentum
0.22
Negative
65.22
Neutral
81.35
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STXK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.30, equal to the 50-day MA of 37.78, and equal to the 200-day MA of 35.12, indicating a bullish trend. The MACD of 0.22 indicates Negative momentum. The RSI at 65.22 is Neutral, neither overbought nor oversold. The STOCH value of 81.35 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for STXK.
STXK Peer Comparison
Comparison Results
Performance Comparison
STXK
Strive 2000 ETF
39.40
8.79
28.72%
BKSE
BNY Mellon US Small Cap Core Equity ETF
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AIMS
Acuitas Small Cap Active ETF
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RUSC
US Small Cap Equity Active 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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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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