The STRV ETFs are managed by Strive Asset Management, LLC, an investment management firm that specializes in passive or indexing approaches to achieve its investment objectives. The ETFs seek to track the Solactive GBS United States 500 Index, which comprises the 500 largest companies in the U.S. stock market. Strive Asset Management follows a strategy of replicating the Index's component securities, striving for a high correlation of 95% or higher with the Index's performance. This approach aims to provide investors with exposure to a broad range of U.S. equities while keeping portfolio turnover low and minimizing the risks associated with active management. The ETFs are designed to offer cost-effective and tax-efficient investment options for those seeking diversified exposure to the U.S. equity market.
While the primary objective of the STRV ETF is to track the Solactive GBS United States 500 Index, which represents the 500 largest U.S. companies, it also has a dividend distribution component. Eligibility for dividends in this ETF is determined by the dividend policies and performances of the underlying index components. Typically, dividend distributions occur on a quarterly basis, coinciding with the index rebalancing. The ETF's investment strategy is primarily passive, aiming to replicate the index, but it may employ a representative sampling strategy when deemed beneficial. Investors in STRV can expect to receive dividends in line with the index's dividend-paying constituents, making it suitable for both capital appreciation and potential dividend income.
Tracking the Solactive GBS United States 500 Index is the primary objective of the STRV ETF. This ETF seeks to mirror the performance of the 500 largest companies in the U.S. stock market by investing in a diversified portfolio of their equity securities. The Index consists of U.S. equity securities traded in U.S. Dollars, sorted by market capitalization, with the top 500 selected as Index Components. The weight of each Index Component is determined based on its free float market capitalization. The ETF employs a passive or indexing approach, aiming to closely match the Index's returns and keep portfolio turnover low. While it may not seek to outperform the Index significantly, it offers investors a cost-effective and low-risk way to gain exposure to the largest U.S. companies.
The correlation aspect of the STRV ETF, which seeks to track the Solactive GBS United States 500 Index, primarily comprises equity securities from the 500 largest U.S. companies. Due to its focus on large-cap U.S. stocks, the STRV ETF typically exhibits a high correlation with the broader U.S. equity market. Investors often rely on this strong correlation for hedging and portfolio diversification strategies. To gain deeper insights into the correlations involving STRV and to explore its overlap with various sectors and assets, you can utilize the ETF Insider web app. This tool offers comprehensive data visualization and analysis, aiding investors in making well-informed decisions related to STRV and other U.S. ETFs.
The STRV ETF focuses on tracking the performance of the Solactive GBS United States 500 Index, which comprises the 500 largest companies in the U.S. stock market. This ETF primarily invests in U.S. equity securities, listed on U.S. exchanges and traded in U.S. Dollars. As of June 23, 2022, the STRV Sector had a notable exposure to the technology sector, with approximately 10% of its holdings consisting of technology companies. The STRV ETF aims to provide investors with broad exposure to the U.S. equity market, with its holdings mirroring the composition of the underlying index. Note that the STRV ETF may periodically rebalance its holdings to maintain alignment with the index, and its correlation with the index is expected to be 95% or higher over time. This ETF employs a passive indexing approach, seeking to minimize costs and provide performance closely in line with its benchmark, making it suitable for investors looking for a broad-based U.S. equity investment option.
The exposure characteristic of the STRV ETF highlights its unique investment strategy. STRV seeks to track the Solactive GBS United States 500 Index, comprising the 500 largest companies in the U.S. stock market. This ETF provides broad market exposure to various sectors and regions within the United States, making it a versatile choice for investors looking for diversified exposure to the U.S. equity market. While STRV primarily invests in the 500 largest U.S. companies, it is important to note that this ETF can provide exposure to various sectors, including technology, as approximately 10% of the Index was comprised of technology companies as of June 23, 2022. Additionally, STRV's indexing approach aims to achieve lower costs and better after-tax performance by keeping portfolio turnover low compared to actively managed funds. Investors looking for a straightforward way to gain exposure to the U.S. market can consider STRV as a valuable tool for their investment strategies. For in-depth analysis and to explore the overlap and correlations with other ETFs, investors can leverage the ETF Insider web app to gain deeper insights into STRV's exposure and performance.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
6 min readDiscover the top High Yield Bond ETFs that can offer attractive returns while diversifying your investment portfolio. This article provides insights into the best-performing exchange-traded funds (ETFs) specializing in high yield bonds, allowing investors to tap into the potential of fixed income securities with higher yields and manage risk effectively.
6 min readDiscover the top-performing media and entertainment exchange-traded funds (ETFs) in the United States. This article provides insights into the best investment options within this sector, offering potential investors valuable information and analysis to make informed decisions. Explore the ETFs that have demonstrated strong performance and align with your investment goals in the dynamic media and entertainment industry.
6 min readThe STRV ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
