STXK
EA Series Trust Strive Small-Cap ETF
📎 Investment Objective
The EA Series Trust Strive Small-Cap ETF (STXK) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Strive Small-Cap Index.
Overview
ETF tracking EA Series Trust Strive Small-Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The EA Series Trust Strive Small-Cap ETF (STXK) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Strive Small-Cap Index.
🎯 Investment Strategy
The ETF employs a passive management (or index-tracking) strategy designed to track the performance of the Strive Small-Cap Index. The index is composed of small-capitalization U.S. equities selected based on fundamental factors such as profitability, growth, and valuation.
✨ Key Features
- Focuses on small-cap U.S. stocks, which can provide exposure to potentially higher-growth companies
- Utilizes a fundamentally-weighted index methodology that aims to identify attractively-valued small-cap stocks
- Passively managed to track the Strive Small-Cap Index, which may result in lower fees compared to actively managed small-cap funds
- Very low expense ratio of 0.00%
⚠️ Primary Risks
- Small-cap stocks may be more volatile and less liquid than large-cap stocks, which can increase risk
- The fund's performance is tied to the Strive Small-Cap Index, and it may not outperform the broader small-cap market
- Lack of performance history, as the fund is newly launched with no track record
- Potential for higher trading costs and wider bid-ask spreads due to the small-cap focus
👤 Best For
The EA Series Trust Strive Small-Cap ETF may be suitable for investors seeking exposure to small-cap U.S. equities as part of a diversified portfolio. It may be particularly appealing to investors with a long-term investment horizon who are comfortable with the higher volatility and risk profile associated with small-cap stocks.