STRV
+2.11 · +4.98%
$44.38 · NYSE

EA Series Trust (STRV) ETF Analysis | Large Blend

Strive AM · USA
AUM:$1.0B
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.05% — among the lowest available for this category.

What is STRV?

The fund seeks to track the investment results of the Bloomberg 500 Index (the "Index"), which measures the performance of the large-capitalization sector in the U. equity market as determined by Bloomberg (the "index provider" or "Bloomberg").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
STRV delivered 17.1% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.05% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 36.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.0B
Expense Ratio0.05%
Dividend Yield1.04%
Holdings50
Inception DateSept 2022
Domicile–
Distribution–
Index–
ProviderStrive AM
Beta1.01
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would STRV affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.4%
1Y
+21.3%
3Y
+77.7%
5Y
+102.6%
OpenBook InsightIf you had invested £10,000 in STRV 5 years ago, it would have grown to £20,258 — a gain of £10,258.

Annual Returns

Calendar year performance

STRV delivered positive returns in 4 of the last 5 calendar years.
YearSTRV
2026 YTD+9.4%
2025+18.2%
2024+26.0%
2023+28.2%
2022-2.0%
CAGR 4yr+17.0%
4/5 positive yearsAvg return: +15.9%Worst year: -2.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.4%
Low
Momentum
+5.1%
30-day change
Support Level
47.33
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.