Thrivent Small-Mid Cap ESG ETFThrivent Small-Mid Cap ESG ETFThrivent Small-Mid Cap ESG ETF

Thrivent Small-Mid Cap ESG ETF

No trades
No trades

Key stats


Assets under management (AUM)
‪863.09 M‬USD
Fund flows (1Y)
‪230.01 M‬USD
Dividend yield (indicated)
0.15%
Discount/Premium to NAV
0.1%
Shares outstanding
‪18.81 M‬
Expense ratio
0.65%

Fund info


Issuer
Thrivent Financial for Lutherans
Brand
Thrivent
Inception date
Oct 5, 2022
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Thrivent Asset Management LLC
Distributor
ALPS Distributors, Inc.
ISIN
US88588G1094
CUSIP
88588G109
FIGI
BBG019X3B931
Identifiers
ISIN US88588G1094
CFI code
CEOJLS
TSME provides targeted exposure to global mid- and small-cap companies. To construct the portfolio, the adviser uses fundamental, quantitative, and technical investment techniques designed to identify firms that have sustainable business models for long-term success. The non-transparent fund does not provide daily disclosure of its portfolio. As such, there is a risk that shares of the fund may trade at wider spreads than other ETFs that disclose holdings daily, especially during periods of volatility. Prior to January 31, 2025, the fund name was Thrivent Small- Mid Cap ESG Equity ETF and selected companies based on positive ESG criteria.

Classification


Asset Class
Equity
Category
Size and style
Focus
Extended market
Niche
Broad-based
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary

Returns


1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

What's in the fund


As of September 17, 2026
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Producer Manufacturing
Finance
Stocks98.02%
Electronic Technology18.28%
Producer Manufacturing14.91%
Finance11.25%
Technology Services8.66%
Health Services5.78%
Industrial Services5.35%
Retail Trade4.88%
Health Technology4.70%
Consumer Durables4.59%
Distribution Services4.42%
Transportation3.20%
Non-Energy Minerals2.92%
Commercial Services2.42%
Utilities2.12%
Consumer Non-Durables1.98%
Consumer Services1.82%
Process Industries0.75%
Bonds, Cash & Other1.98%
Cash1.98%
Breakdown by region
95%4%
North America95.62%
Europe4.38%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings

Dividends


Dividend payout history

Assets under management (AUM)



Fund Flows



Frequently asked questions


TSME invests in stocks. The fund's major sectors are Electronic Technology, with 18.28% stocks, and Producer Manufacturing, with 14.91% of the basket. The assets are mostly located in the North America region.
TSME top holdings are GeneDx Holdings Corp. Class A and LSI Industries Inc., occupying 2.46% and 2.26% of the portfolio correspondingly.
TSME last dividends amounted to 0.07 USD. The year before, the issuer paid 0.14 USD in dividends, which shows a 98.16% decrease.
TSME assets under management is ‪863.09 M‬ USD. It's fallen 13.12% over the last month.
TSME fund flows account for ‪230.01 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Yes, TSME pays dividends to its holders with the dividend yield of 0.15%. The last dividend (Dec 26, 2025) amounted to 0.07 USD. The dividends are paid annually.
TSME shares are issued by Thrivent Financial for Lutherans under the brand Thrivent. The ETF was launched on Oct 5, 2022, and its management style is Active.
TSME expense ratio is 0.65% meaning you'd have to pay 0.65% of your investment to help manage the fund.
TSME follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
TSME invests in stocks.
TSME price has fallen by −8.48% over the last month, and its yearly performance shows a 9.16% increase. See more dynamics on TSME price chart.
NAV returns, another gauge of an ETF dynamics, have risen by −4.71% over the last month, have fallen by −4.71% over the last month, showed a −10.00% decrease in three-month performance and has increased by 8.42% in a year.
TSME trades at a premium (0.13%) meaning the ETF is trading at a higher price than the calculated NAV.