STXD
Strive 1000 Dividend Growth ETF
STXD tracks a market cap-weighted index of large-cap growth companies in the US that have displayed positive dividend growth greater than that of the Bloomberg US 1000 Growth Index for at least 5 consecutive years. Constituents are selected by dividends.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 66.6 M
ASSETS UNDER MGMT
35 bp
EXPENSES
Fund Basics
| Inception date | Nov 10, 2022 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| MICROSOFT CORP | 6.2 % |
| JPMORGAN CHASE & CO | 5.2 % |
| ELI LILLY & CO | 5.2 % |
| BROADCOM INC. | 4.9 % |
| VISA INC. CLASS A | 4.0 % |
| MASTERCARD INCORPORATED CLASS A | 2.9 % |
| COSTCO WHOLESALE CORP | 2.8 % |
| APPLIED MATERIALS INC | 2.7 % |
| LAM RESEARCH CORP | 2.4 % |
| HOME DEPOT INC | 2.2 % |
Constituent Breakdown
| Number of holdings | 179 |
| Herfindahl-Hirschman Index | 213 |
| Wgt avg mkt cap (mns) | $495,959 |
| Large cap (>$10bn) | 98.4% |
| Mid cap ($2-10bn) | 1.3% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.7% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 94.7 % |
 |
IRELAND | 3.1 % |
 |
BRITAIN | 1.5 % |
Historical Performance
Standardized Performance (as of 07/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 7.6% | 13.6% | 11.1% | 12.5% | -- | -- | -- | 12.4% |
| Dividend Yield | 0.6% | 1.4% | 1.4% | 1.5% | -- | -- | -- | 1.4% |
| Total Returns | 8.2% | 14.9% | 12.5% | 13.9% | -- | -- | -- | 13.8% | Ann. Volatility | 13.1% | 12.1% | 14.5% | 14.1% | -- | -- | -- | 13.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.81 | 74% |
| MSCI EAFE | 0.60 | 62% |
| MSCI Emg Mkts | 0.34 | 47% |
Liquidity Measures
| Avg. volume (000) | 3 |
| ADV traded (mns) | $0 |
| Turnover | 0.2% |
| Avg. Bid/Ask (% of price) | 0.09% |
Technical Indicators
| 30d moving avg. (EMA) | $39.30 |
| Relative strength (RSI) | 57 |
| MACD/Signal | 0.14/0.13 |
| Bollinger Bands (Upper/Lower) | $39.90/$38.97 |
| Short interest (% of AUM) | 0.2% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. STXD |
Expenses vs. STXD |
ALTAR Score™ vs. STXD |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | 52.5% | -30 bp | +0.6% |
| PFM | Invesco Dividend Achievers ETF | 49.8% | +18 bp | +0.3% |
| DGRO | iShares Core Dividend Growth ETF | 39.8% | -27 bp | +1.1% |
| DUHP | Dimensional US High Profitability ETF | 37.7% | -14 bp | +1.6% |
| PQUS | Pictet AI Enhanced US Equity ETF | 37.4% | -13 bp | -0.1% |
| CPTL | Global X Morningstar Capital Allocation Leaders ETF | 37.3% | 0 bp | +1.1% |
| GROZ | Zacks Focus Growth ETF | 36.9% | +20 bp | -1.4% |
| DVGR | DAC 3D Dividend Growth ETF | 36.9% | +30 bp | +0.4% |
| QUAL | iShares MSCI USA Quality Factor ETF | 36.3% | -20 bp | +0.2% |
| USXF | iShares ESG Advanced MSCI USA ETF | 36.2% | -25 bp | -0.3% |
Risk and Returns: STXD vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 8/9/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
4.7%
ALTAR SCORE™
41st
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,402 funds in the US Equity category with an average
ALTAR Score™ of 5.2% and a standard deviation
of 2.0%. STXD's ALTAR Score™ is approximately -0.2 standard
deviations above the category average. This places STXD in the 41st percentile
among funds in the category.
Sell-Side Consensus
$44.46
PRICE TARGET
+8.2%
UPSIDE