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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.18% -0.04% 66.41M 8762.27
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.53% 32.00% 4.280M Upgrade

Basic Info

Investment Strategy
The Fund seeks to track the total return performance, before fees and expenses, of an index composed of U.S. small-capitalization companies. It tracks the investment results of the Bloomberg U.S. 1500 which measures the performance U.S. equity market, a free float-adjusted capitalization-weighted index.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Core Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name Strive
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
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20.16%
9.47%
9.04%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-5.07%
18.32%
10.52%
26.59%
-16.87%
20.88%
8.34%
4.78%
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16.17%
-18.45%
22.37%
9.58%
14.21%
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--
--
--
13.95%
14.52%
14.77%
--
--
--
--
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9.29%
13.34%
14.86%
As of December 06, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.18%
Stock 99.66%
Bond 0.14%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Basic Info

Investment Strategy
The Fund seeks to track the total return performance, before fees and expenses, of an index composed of U.S. small-capitalization companies. It tracks the investment results of the Bloomberg U.S. 1500 which measures the performance U.S. equity market, a free float-adjusted capitalization-weighted index.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Core Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name Strive
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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