STXM

ETFIndex

Strive Mid-Cap ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.18%
Annual Cost per $10K
$18.00
30-Year Fee Drag per $10K
$3,749
at 7% annual return
Fund Type
ETF
Index
Trailing 12-Month
+10.83%

Asset Allocation

US Equity
83%
Intl Equity
10%
Real Estate
7%

Fee Comparison

STXM
0.18%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

83% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+15.66%17 months
Compare to

Fee Impact Calculator

$
%
STXM at 0.18%$361,866
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$18,747
Cost vs index fund−$15,559

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
STXMStrive Mid-Cap ETF0.18%
AICCXInvestment Co of America0.32%
AWSHXWashington Mutual Investors Fund0.31%
FCNKXFidelity Contrafund0.56%
AMCFXAMCAP Fund0.43%
AFMFXAmerican Mutual Fund0.57%
BBVLXBridge Builder Large Cap Value Fund0.23%
DOXGXDodge & Cox Stock Fund0.41%
FEEFXAmerican Funds Fundamental Investors0.34%
MEIAXMFS Value Fund0.79%
PEIYXPutnam Large Cap Value Fund0.63%
FLCNXFidelity Contrafund K60.45%
FGLGXFidelity Series Large Cap Stock Fund0.00%
FZANXFidelity Advisor New Insights Fund0.53%
TRTZXT. Rowe Price Mid-Cap Value Fund, Inc.0.05%
FSMAXFidelity Extended Market Index Fund0.03%
FMAEXFidelity Magellan Fund0.62%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FDTRXFranklin Dynatech Fund0.45%
IWRiShares Russell Mid-Cap ETF0.18%
FRISXFranklin Rising Dividends Fund0.52%
PMBJXMidCap Fund0.80%
FIFRXFranklin Growth Fund0.46%
TRZQXT. Rowe Price Equity Income Fund0.53%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
MVCKXMFS Mid Cap Value Fund0.62%
SMHVanEck Semiconductor ETF0.35%
FVWSXFidelity Series Opportunistic Insights Fund0.00%
VGSTXVANGUARD STAR FUND0.30%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
FSMDXFidelity Mid Cap Index Fund0.03%
FSSNXFidelity Small Cap Index Fund0.03%
BBVSXBridge Builder Small/Mid Cap Value Fund0.38%
NBPBXNeuberger Berman Large Cap Value Fund0.03%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
FNKLXFidelity Series Value Discovery Fund0.00%
AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
WFPRXAllspring Special Mid Cap Value Fund0.70%
THISXT. Rowe Price Health Sciences Fund, Inc.0.67%
IWPiShares Russell Mid-Cap Growth ETF0.23%
FFDKXFidelity Fund0.42%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
XLIThe Industrial Select Sector SPDR Fund0.08%
AALTXAmerican Funds 2050 Target Date Retirement Fund0.69%
SOXXiShares Semiconductor ETF0.34%
FZAFXFidelity Advisor Equity Growth Fund0.55%
FGIDXFidelity Growth and Income Portfolio0.46%
FFOJXSelect Technology Portfolio0.91%
CGPAXAmerican Funds Growth Portfolio0.99%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
QVG2QVIP Growth Portfolio0.66%
DFATDimensional U.S. Targeted Value ETF0.28%
BBTSXBridge Builder Tax Managed Small/Mid Cap Fund0.39%
ACCLXMid Cap Value Fund0.62%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
FADTXFidelity Advisor Technology Fund0.55%
JVMAXDisciplined Value Mid Cap Fund0.74%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
LAFVXLORD ABBETT AFFILIATED FUND INC0.39%
MCPRXMFS Mid Cap Growth Fund1.02%
IWNiShares Russell 2000 Value ETF0.24%
DFUVDimensional U.S. Marketwide Value ETF0.21%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
MFRKXMFS Research Fund0.46%
FSELXSelect Semiconductors Portfolio0.62%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
MITJXMassachusetts Investors Trust0.38%
VAFAXInvesco American Franchise Fund0.93%
POAGXPRIMECAP Odyssey Aggressive Growth Fund0.66%
POGRXPRIMECAP Odyssey Growth Fund0.66%
BBTLXBridge Builder Tax Managed Large Cap Fund0.23%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
FDSSXFidelity Stock Selector Fund0.49%
ACSHXInvesco Comstock Fund0.51%
FCAKXFidelity Capital Appreciation Fund0.66%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
FDSVXFidelity Growth Discovery Fund0.62%
IJKiShares S&P Mid-Cap 400 Growth ETF0.17%
LCBEXClearBridge Dividend Strategy Fund0.66%
FSPHXSelect Health Care Portfolio0.63%
FVDFirst Trust Value Line Dividend Index Fund0.61%
HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
DDFIXInvesco Diversified Dividend Fund1.07%
AMAGXAmana Growth Fund0.61%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
ARKKARK Innovation ETF0.75%
NBGAXNeuberger Berman Genesis Fund0.02%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
MGRPXGROWTH PORTFOLIO0.52%
SCHMSchwab U.S. Mid-Cap ETF0.04%
POSKXPRIMECAP Odyssey Stock Fund0.67%
XFBRXVIP Mid Cap Portfolio0.82%
LSITXClearBridge Large Cap Growth Fund0.64%
TRSSXT. Rowe Price Institutional Small-Cap Stock Fund$1M min0.66%
FSBDXFidelity Series Blue Chip Growth Fund0.00%

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