Compare · 2 funds side by side · dividends reinvested

SHOC and SMH

SHOCStrive×SMHVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$33,824SMH · best of the two

02 / 04

SHOC and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.4

Strive U.S. Semiconductor ETFThematic · AI & semis0.40%0.14%+33.4%+30.6%+45.6%[…]−26.6%42.8%$203M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SHOC 2022 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Strive U.S. Semiconductor ETF · $203M[…]

SHOC

SMH

VanEck Semiconductor ETF · $57.7B$33,824

$10,000 five years ago, dividends reinvested · they hold 67.3% in common

SHOCMeasureSMH

+33.4%Year to dateJan 1 → Nov 5+24.3%

+30.6%1 yearTotal return+27.3%

+45.6%3 years · per year$10,000 became $30,871 · $32,662+48.4%

[…]5 years · per year$10,000 became […] · $33,824+27.6%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

0.14%Trailing 12-mo yield$14 · $25 a year on $10k0.25%

−26.6%Worst dropSmaller is better−33.1%

42.8%VolatilityLower is calmer42.8%

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

3–3Level

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

More Ways to See the Pairs

SHOC vs SMH: Top 5 Holdings

Today

SHOC

47.1%in top 5

SMH

in top 547.4%

SHOCStockSMH

not top 5NVDA20.5%

14.6%MUnot top 5

12.4%AVGO5.8%

not top 5TSM9.7%

7.2%TXN6.1%

6.9%AMD5.4%

6.0%SKHYnot top 5

Held in common67.3%

End-of-day Nov 5, 2026 · share of each fund

SHOC vs SMH Returns, Every Period

StriveSHOC

+30.6%

past year

SMHVanEck

+27.3%

past year

SHOCSMHFaded: behind in that period

2–1SHOC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SHOC vs SMH

YTD

StriveSHOC

+33.4%

SMHVanEck

+24.3%

+33.4%Year to date+24.3%

−26.6%Worst drop · 1Y−33.1%

42.8%Volatility · 1Y42.8%

0.1%Yield0.2%

$203MAssets$57.7B

2–1SHOC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHOC, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

SHOC0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SHOC, SMH

0.25%highest, SMH

FundTrailing yieldYield$10k

SMH0.25%$25

SHOC0.14%$14

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

SHOC$14 − $40 = −$26

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SHOC, SMH

Today

67.3%most shared, SHOC and SMH

SHOCSMH

SHOC—67.3%

SMH67.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.6%SHOC, at 42.8% volatility

SMHWorst drop−33.1%42.8% vol

SHOCWorst drop−26.6%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMHSHOC

+24.3%Year to date+33.4%

0.2%Yield0.1%

+27.3%Past year+30.6%

0.35%Fee0.40%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026