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STXV
+2.57 · +7.92%
$35.05 · NYSE

EA Series Trust (STXV) ETF Analysis | Large Value

Strive AM · USA
AUM:$75.5M
#– of – in Large Value 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 21.4% over the past year, reflecting strong price momentum.

Cost Efficiency

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

What is STXV?

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of value companies. The fund will concentrate its investments (i.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
STXV delivered 21.4% 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 19.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$75.5M
Expense Ratio0.18%
Dividend Yield2.25%
Holdings50
Inception DateNov 2022
Domicile–
Distribution–
Index–
ProviderStrive AM
Beta0.80
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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

Performance Metrics

Historical returns

6M
+8.3%
1Y
+25.3%
3Y
+65.4%
5Y
+68.3%
OpenBook InsightIf you had invested £10,000 in STXV 5 years ago, it would have grown to £16,834 — a gain of £6,834.

Annual Returns

Calendar year performance

STXV delivered positive returns in 4 of the last 5 calendar years.
YearSTXV
2026 YTD+17.5%
2025+16.5%
2024+12.4%
2023+9.4%
2022-1.5%
CAGR 4yr+9.0%
4/5 positive yearsAvg return: +10.9%Worst year: -1.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
7.7%
Low
Momentum
+3.5%
30-day change
Support Level
38.80
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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