STXDStrive 1000 Dividend Growth ETF
Tracks the total return performance of the Bloomberg US 1000 Dividend Growth Index.
By Strive AM · Launched 2022
Annual Cost
0.35%
#1,651 of 5,861 · low cost
Fund Size
$67M
#3,352 of 5,861 · mid-size
Return (1Y)Goal
+14.0%
Track Record
3 years
#2,783 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,493+14.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Dividend
Index tracked
Bloomberg US 1000 Dividend Growth Index
What it actually holds
By weightConcentration
Top 10 holdings = 32.8% of fund✓ well diversified
JPMORGAN CHASE & CO.JPM
4.8%
Broadcom IncAVGO
4.8%
Eli Lilly & CoLLY
4.5%
Microsoft CorpMSFT
4.0%
Visa IncV
3.1%
Costco Wholesale CorpCOST
2.7%
Mastercard IncMA
2.5%
AbbVie IncABBV
2.4%
Procter & Gamble Co/ThePG
2.1%
Caterpillar IncCAT
2.0%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Technology
30.1%
Financial Services
22.9%
Industrials
14.9%
Healthcare
12.7%
Consumer Cyclical
7.9%
Consumer Defensive
3.3%
Real Estate
2.9%
Basic Materials
2.9%
Other
2.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.1%Moderate
Year-on-year price swings
Max drawdown
-14.9%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.14Good downside protection
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Tracks the total return performance of the Bloomberg US 1000 Dividend Growth Index.
- Strategy
- Invests primarily in U.S.-listed equities with a history of consistently growing dividends, targeting large- and mid-capitalization companies. Uses a passive indexing approach to replicate the Bloomberg US 1000 Dividend Growth Index, which has significant exposure to the Information Technology and Financials sectors.
- Inception date
- November 9, 2022
- Fund family
- Strive AM
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Data updated on 2026-08-04