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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% -0.06% 70.22M 7057.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.55% 17.00% 2.231M Upgrade

Basic Info

Investment Strategy
The Fund seeks to track the total return performance, of an index composed of large- and mid-capitalization US equity securities that exhibit value characteristics. The Index is a subset of the Bloomberg US 1000 Index which measures the performance of the large- and mid-cap sector of the US equity market.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income 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
--
--
--
--
--
9.29%
13.34%
14.86%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
--
--
--
27.98%
-6.02%
10.49%
18.34%
10.28%
--
--
--
--
--
13.95%
14.52%
14.77%
--
--
--
--
--
20.16%
9.47%
9.04%
--
--
--
--
--
--
15.88%
14.73%
As of December 07, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.15%
Stock 99.63%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Basic Info

Investment Strategy
The Fund seeks to track the total return performance, of an index composed of large- and mid-capitalization US equity securities that exhibit value characteristics. The Index is a subset of the Bloomberg US 1000 Index which measures the performance of the large- and mid-cap sector of the US equity market.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Strive
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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