Filings Digest
11 Strive funds will move to NYSE Arca on Dec. 15

$65.81+0.63 (+0.97%)
Score 66 out of 100
Score 66 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
BGoldman's core beta, priced like plumbing: about 1,000 US stocks for 0.10% a year. It reaches past the famous 500 into mid caps and hugs its Solactive benchmark tightly. The trade-off is thin trading.
The Fund seeks to track, before fees and expenses, the performance of the Solactive GBS United States 1000 Index. It generally invests at least 80% of assets in securities included in that index or related depositary receipts.
| Period | GUSA |
|---|---|
| Year to date | +11.3% |
| 1 month | −1.1% |
| 3 months | +1.1% |
| 1 year | +11.4% |
| 3 years | +23.1% |
| 5 years | |
| 10 years |
| Year | Return bar | GUSA |
|---|---|---|
| 2026 YTD | +11.3% | |
| 2025 | +17.5% | |
| 2024 | +24.5% | |
| 2023 | +26.6% | |
| 2022 | −13.3% |
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
Overpaying vs GSUS, cheapest in US Stocks
$626
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
GUSA 0.10%
$2,106
GSUS 0.07% Cheapest
$1,480
| Year | GUSA | GSUS | Overpaying |
|---|---|---|---|
| 10 | $183 | $128 | $55 |
| 20 | $717 | $503 | $214 |
| 30 | $2,106 | $1,480 | $626 |