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STXD
+1.58 · +4.36%
$37.68 · NYSE

EA Series Trust (STXD) ETF Analysis | Large Blend

Strive AM · USA
AUM:$62.7M
#– 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 13.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is STXD?

The index is a subset of the Bloomberg U. 1000 Growth Index, which measures the performance of large- and mid-capitalization growth companies in the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
STXD returned 13.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 32.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$62.7M
Expense Ratio0.35%
Dividend Yield1.13%
Holdings50
Inception DateNov 2022
Domicile–
Distribution–
Index–
ProviderStrive AM
Beta0.85
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.7%
1Y
+13.6%
3Y
+50.8%
5Y
+63.5%
OpenBook InsightIf you had invested £10,000 in STXD 5 years ago, it would have grown to £16,346 — a gain of £6,346.

Annual Returns

Calendar year performance

STXD delivered positive returns in 4 of the last 5 calendar years.
YearSTXD
2026 YTD+8.9%
2025+15.3%
2024+14.8%
2023+15.2%
2022-0.2%
CAGR 4yr+11.1%
4/5 positive yearsAvg return: +10.8%Worst year: -0.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.3%
Low
Momentum
+3.5%
30-day change
Support Level
40.14
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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