Compare · 2 funds side by side · dividends reinvested

IVV and SHOC

IVViShares×SHOCStrive×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

IVV and SHOC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Strive U.S. Semiconductor ETFThematic · AI & semis0.40%0.15%+21.7%+21.0%+39.6%[…]−35.3%44.6%$179M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · SHOC 2022

Head to Head

Swap sides Versus in desk

Head to Head

Strive U.S. Semiconductor ETF · $179M[…]

SHOC

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

SHOCMeasureIVV

+21.7%Year to dateJan 1 → Nov 6+8.7%

+21.0%1 yearTotal return+9.8%

+39.6%3 years · per year$10,000 became $27,205 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

0.15%Trailing 12-mo yield$15 · $114 a year on $10k1.14%

−35.3%Worst dropSmaller is better−8.9%

44.6%VolatilityLower is calmer13.6%

SHOCIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHOC vs IVV: Top 5 Holdings

Today

SHOC

46.4%in top 5

IVV

in top 527.8%

SHOCStockIVV

13.8%MUnot top 5

12.7%AVGOnot top 5

not top 5AAPL7.9%

7.4%TXNnot top 5

not top 5NVDA6.9%

6.6%AMDnot top 5

not top 5MSFT6.3%

6.0%SKHYnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common7.8%

End-of-day Nov 6, 2026 · share of each fund

SHOC vs IVV Returns, Every Period

StriveSHOC

+21.0%

past year

IVViShares

+9.8%

past year

SHOCIVVFaded: behind in that period

3–0SHOC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Core: SHOC vs IVV

YTD

StriveSHOC

+21.7%

IVViShares

+8.7%

+21.7%Year to date+8.7%

−35.3%Worst drop · 1Y−8.9%

44.6%Volatility · 1Y13.6%

0.2%Yield1.1%

$179MAssets$853B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SHOC

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SHOC0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, SHOC

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SHOC0.15%$15

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SHOC$15 − $40 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, SHOC

Today

7.8%most shared, IVV and SHOC

IVVSHOC

IVV—7.8%

SHOC7.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.0%SHOC, at 44.6% volatility

IVVWorst drop−8.9%13.6% vol

SHOCWorst drop−35.3%44.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSHOC

+8.7%Year to date+21.7%

1.1%Yield0.2%

+9.8%Past year+21.0%

0.03%Fee0.40%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026