Compare · 2 funds side by side · dividends reinvested

SHOC and SOXX

SHOCStrive×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$31,133SOXX · best of the two

02 / 04

SHOC and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+52.2%+47.3%+25.5%−30.7%47.7%$44.3B1.3

Strive U.S. Semiconductor ETFThematic · AI & semis0.40%0.14%+38.0%+36.0%+46.7%[…]−25.7%42.7%$205M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: SHOC 2022 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $44.3B$31,133

SOXX

SHOC

Strive U.S. Semiconductor ETF · $205M[…]

$10,000 five years ago, dividends reinvested · they hold 66.0% in common

SOXXMeasureSHOC

+54.7%Year to dateJan 1 → Nov 3+38.0%

+52.2%1 yearTotal return+36.0%

+47.3%3 years · per year$10,000 became $31,937 · $31,557+46.7%

+25.5%5 years · per year$10,000 became $31,133 · […][…]

0.33%Expense ratio$33 · $40 a year on $10k · lower is better0.40%

0.27%Trailing 12-mo yield$27 · $14 a year on $10k0.14%

−30.7%Worst dropSmaller is better−25.7%

47.7%VolatilityLower is calmer42.7%

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

5–2SOXX wins

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

More Ways to See the Pairs

SOXX vs SHOC: Top 5 Holdings

Today

SOXX

39.1%in top 5

SHOC

in top 546.8%

SOXXStockSHOC

7.9%MU15.1%

7.6%AVGO12.1%

9.2%AMD6.5%

8.0%NVDAnot top 5

not top 5TXN6.9%

6.3%INTCnot top 5

not top 5SKHY6.2%

Held in common66.0%

End-of-day Nov 3, 2026 · share of each fund

SOXX vs SHOC Returns, Every Period

iSharesSOXX

+52.2%

past year

SHOCStrive

+36.0%

past year

SOXXSHOCFaded: behind in that period

3–0SOXX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SOXX vs SHOC

YTD

iSharesSOXX

+54.7%

SHOCStrive

+38.0%

+54.7%Year to date+38.0%

−30.7%Worst drop · 1Y−25.7%

47.7%Volatility · 1Y42.7%

0.3%Yield0.1%

$44.3BAssets$205M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHOC, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SHOC0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SHOC, SOXX

0.27%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.27%$27

SHOC0.14%$14

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

SHOC$14 − $40 = −$26

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SHOC, SOXX

Today

66.0%most shared, SHOC and SOXX

SHOCSOXX

SHOC—66.0%

SOXX66.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+52.2%SOXX, at 47.7% volatility

SHOCWorst drop−25.7%42.7% vol

SOXXWorst drop−30.7%47.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SOXXSHOC

+54.7%Year to date+38.0%

0.3%Yield0.1%

+52.2%Past year+36.0%

0.33%Fee0.40%

4–0SOXX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026