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STXT
-0.01 · -0.04%
$20.17 · NYSE

EA Series Trust (STXT) ETF Analysis | Intermediate Core-Plus Bond

Strive AM · USA
AUM:$124.9M
#– of – in Intermediate Core-Plus Bond 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 5.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.49% — moderate cost. Consider how fees compound over long holding periods.

What is STXT?

The fund is an actively managed exchange-traded fund ("ETF") that under normal conditions, invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds of varying maturities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
STXT returned 5.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.49%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 2.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$124.9M
Expense Ratio0.49%
Dividend Yield4.83%
Holdings1
Inception DateAug 2023
Domicile–
Distribution–
Index–
ProviderStrive AM
Beta–
CategoryIntermediate Core-Plus Bond
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
-3.5%
1Y
-0.3%
3Y
+11.0%
5Y
+11.0%
OpenBook InsightIf you had invested £10,000 in STXT 5 years ago, it would have grown to £11,095 — a gain of £1,095.

Annual Returns

Calendar year performance

STXT delivered positive returns in 3 of the last 4 calendar years.
YearSTXT
2026 YTD-1.5%
2025+6.6%
2024+2.5%
2023+4.1%
CAGR 3yr+4.4%
3/4 positive yearsAvg return: +2.9%Worst year: -1.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
4.5%
Low
Momentum
+0.2%
30-day change
Support Level
19.37
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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