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Strive 500 ETF: Large Cap Blend Option for Investors

Strive 500 ETF (STRV) offers a compelling investment for those targeting large-cap companies, with strong asset growth and low expenses. Its performance reflects a solid year, setting it apart as a viable choice amid rising competition in the ETF space.

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AI Rating:   7

Market Position and Management
The Strive 500 ETF (STRV), launched in September 2022, has quickly gained traction with over $812.43 million in assets. This significant asset base positions it among larger ETFs, providing it with competitive advantages.

Cost Efficiency
With annual operating expenses at just 0.05%, STRV stands out as one of the economical options in the market, which can attract cost-conscious investors. The 12-month trailing dividend yield of 1.09% adds to its appeal to yield-seeking investors.

Sector Exposure
The ETF’s allocation emphasizes diversification, with a predominant focus on Information Technology (32.20%). This sector exposure can influence stock price movements, particularly for tech giants like Apple Inc (AAPL), Nvidia Corp (NVDA), and Microsoft Corp (MSFT), which form a significant portion of its assets.

Performance Metrics
As of January 2025, STRV has shown a year-to-date increase of 3.73%, accumulating a robust 27.41% over the past year. This performance is above average, indicating strengthened investor confidence and potential increased demand for the ETF, which can positively affect its stock price.

High Beta and Risk Diversification
The ETF's beta of 1 implies it moves in line with the broader market, while its standard deviation of 14.94% indicates moderate volatility—a crucial factor for risk-averse investors. The diversity in its 501 holdings also helps mitigate company-specific risks, adding to its stability.

Outlook and Comparisons
Ranked with a Zacks ETF Rank of 2 (Buy), STRV is considered a strong choice in the large-cap blend segment, competing effectively against alternatives like iShares Core S&P 500 ETF (IVV) and SPDR S&P 500 ETF (SPY), which have higher asset bases and slightly varying expense ratios.

Stocks:  STRV AAPL NVDA MSFT IVV SPY