Compare · 2 funds side by side · dividends reinvested

SHOC and SPYM

SHOCStrive×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

SHOC and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

Strive U.S. Semiconductor ETFThematic · AI & semis0.40%0.14%+33.4%+30.6%+45.6%[…]−26.6%42.8%$210M1.6

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Strive U.S. Semiconductor ETF · $210M[…]

SHOC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

SHOCMeasureSPYM

+33.4%Year to dateJan 1 → Nov 5+8.4%

+30.6%1 yearTotal return+9.8%

+45.6%3 years · per year$10,000 became $30,871 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

0.14%Trailing 12-mo yield$14 · $106 a year on $10k1.06%

−26.6%Worst dropSmaller is better−8.9%

42.8%VolatilityLower is calmer13.6%

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

3–4SPYM wins

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 SPYM: Top 5 Holdings

Today

SHOC

47.1%in top 5

SPYM

in top 527.7%

SHOCStockSPYM

14.6%MUnot top 5

12.4%AVGOnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

7.2%TXNnot top 5

6.9%AMDnot top 5

not top 5MSFT6.2%

6.0%SKHYnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common8.5%

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

SHOC vs SPYM Returns, Every Period

StriveSHOC

+30.6%

past year

SPYMSPDR

+9.8%

past year

SHOCSPYMFaded: behind in that period

3–0SHOC wins

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

Thematic vs Core: SHOC vs SPYM

YTD

StriveSHOC

+33.4%

SPYMSPDR

+8.4%

+33.4%Year to date+8.4%

−26.6%Worst drop · 1Y−8.9%

42.8%Volatility · 1Y13.6%

0.1%Yield1.1%

$210MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: SHOC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SHOC0.40%$40

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

Yields: SHOC, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

SHOC0.14%$14

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SHOC$14 − $40 = −$26

KeptFee

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

Overlap: SHOC, SPYM

Today

8.5%most shared, SHOC and SPYM

SHOCSPYM

SHOC—8.5%

SPYM8.5%—

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

SPYMWorst drop−8.9%13.6% 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

SPYMSHOC

+8.4%Year to date+33.4%

1.1%Yield0.1%

+9.8%Past year+30.6%

0.02%Fee0.40%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM 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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026