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STXK
+2.26 · +6.93%
$34.91 · NYSE

EA Series Trust (STXK) ETF Analysis | Small Blend

Strive AM · USA
AUM:$75.5M
#– of – in Small 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 17.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.18% — competitive for the exposure provided.

What is STXK?

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U. The index is a free float-adjusted capitalization-weighted index comprised primarily of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
STXK delivered 17.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.18% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 5.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$75.5M
Expense Ratio0.18%
Dividend Yield1.23%
Holdings50
Inception DateNov 2022
Domicile–
Distribution–
Index–
ProviderStrive AM
Beta1.25
CategorySmall Blend
CurrencyUSD
Portfolio Impact

How would STXK affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.7%
1Y
+17.5%
3Y
+49.7%
5Y
+55.8%
OpenBook InsightIf you had invested £10,000 in STXK 5 years ago, it would have grown to £15,584 — a gain of £5,584.

Annual Returns

Calendar year performance

STXK delivered positive returns in 4 of the last 5 calendar years.
YearSTXK
2026 YTD+14.6%
2025+7.9%
2024+10.2%
2023+20.7%
2022-5.0%
CAGR 4yr+8.1%
4/5 positive yearsAvg return: +9.7%Worst year: -5.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.9%
Low
Momentum
+0.7%
30-day change
Support Level
38.38
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • 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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