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STXGStrive 1000 Growth ETF

Grow my money3y track recordRanked #1,042 of 2,998 in this goal

Tracks the total return performance of the Bloomberg US 1000 Growth Index.

By Strive AM · Launched 2022

Annual Cost

0.18%

#763 of 5,861 · low cost

Fund Size

$149M

#2,621 of 5,861 · mid-size

Return (1Y)Goal

+15.7%

Track Record

3 years

#2,783 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,565+15.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Growth

Index tracked

Bloomberg US 1000 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 46.3% of fundmoderately concentrated

NVIDIA CorpNVDA
9.4%
Apple IncAAPL
8.5%
Microsoft CorpMSFT
6.4%
Amazon.com IncAMZN
4.7%
Alphabet IncGOOGL
3.8%
Broadcom IncAVGO
3.3%
Alphabet IncGOOG
3.1%
Meta Platforms IncMETA
2.9%
Tesla IncTSLA
2.5%
Eli Lilly & CoLLY
1.8%

Asset allocation

Stocks
100.0%
Cash
0.0%

By sector

Technology
45.2%
Communication
11.6%
Consumer Cyclical
11.2%
Industrials
10.1%
Financial Services
7.7%
Healthcare
6.5%
Consumer Defensive
3.2%
Real Estate
1.7%
Other
2.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.7%Moderate

Year-on-year price swings

Max drawdown
-21.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.92Decent risk-adjusted returns
Sortino (3Y)
1.34Good downside protection

Listing

Exchange
New York Stock Exchange

Full fund details

Objective
Tracks the total return performance of the Bloomberg US 1000 Growth Index.
Strategy
Seeks to track the investment results of the Bloomberg US 1000 Growth Index, which measures large- and mid-capitalization U.S. growth companies. Invests primarily in U.S. equity securities that exhibit growth characteristics, aiming for capital appreciation.
Inception date
November 9, 2022
Fund family
Strive AM

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Data updated on 2026-08-04