Strive 1000 Dividend Growth ETF (STXD)
STXD is a passive ETF by Strive tracking the investment results of the Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross. STXD launched on Nov 9, 2022 and has a 0.35% expense ratio.
ETF Info
ISIN | US02072L5811 |
---|---|
Issuer | Strive |
Inception Date | Nov 9, 2022 |
Category | Large Cap Blend Equities |
Leveraged | 1x |
Index Tracked | Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
STXD features an expense ratio of 0.35%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: STXD vs. VYM, STXD vs. SCHD, STXD vs. FDVV, STXD vs. VOO, STXD vs. STRV, STXD vs. BDGS
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Strive 1000 Dividend Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Strive 1000 Dividend Growth ETF had a return of 16.72% year-to-date (YTD) and 24.24% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 16.72% | 18.13% |
1 month | 2.41% | 1.45% |
6 months | 9.85% | 8.81% |
1 year | 24.24% | 26.52% |
5 years (annualized) | N/A | 13.43% |
10 years (annualized) | N/A | 10.88% |
Monthly Returns
The table below presents the monthly returns of STXD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.30% | 4.15% | 2.02% | -4.04% | 3.16% | 2.67% | 2.78% | 3.59% | 16.72% | ||||
2023 | 1.74% | -2.78% | 2.88% | 1.69% | -2.00% | 5.95% | 2.11% | -1.11% | -4.72% | -1.90% | 7.98% | 4.06% | 13.95% |
2022 | 2.90% | -2.99% | -0.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of STXD is 77, placing it in the top 23% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Strive 1000 Dividend Growth ETF (STXD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Strive 1000 Dividend Growth ETF granted a 1.25% dividend yield in the last twelve months. The annual payout for that period amounted to $0.42 per share.
Period | TTM | 2023 | 2022 |
---|---|---|---|
Dividend | $0.42 | $0.37 | $0.07 |
Dividend yield | 1.25% | 1.27% | 0.28% |
Monthly Dividends
The table displays the monthly dividend distributions for Strive 1000 Dividend Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.20 | |||
2023 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.13 | $0.37 |
2022 | $0.07 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Strive 1000 Dividend Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Strive 1000 Dividend Growth ETF was 9.56%, occurring on Oct 27, 2023. Recovery took 24 trading sessions.
The current Strive 1000 Dividend Growth ETF drawdown is 0.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-9.56% | Jul 26, 2023 | 67 | Oct 27, 2023 | 24 | Dec 1, 2023 | 91 |
-6.84% | Feb 3, 2023 | 25 | Mar 10, 2023 | 35 | May 1, 2023 | 60 |
-6.24% | Feb 26, 2024 | 1 | Feb 26, 2024 | 4 | Mar 1, 2024 | 5 |
-5.56% | Jul 17, 2024 | 14 | Aug 5, 2024 | 9 | Aug 16, 2024 | 23 |
-5.4% | Apr 1, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
Volatility
Volatility Chart
The current Strive 1000 Dividend Growth ETF volatility is 3.17%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.