Compare · 2 funds side by side · dividends reinvested

SOXX and SHOC

SOXXiShares×SHOCStrive×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$30,376SOXX · best of the two

02 / 04

SOXX and SHOC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.8%+46.5%+46.4%+24.9%−31.2%47.8%$44.3B1.3

Strive U.S. Semiconductor ETFThematic · AI & semis0.40%0.14%+33.4%+30.6%+45.6%[…]−26.6%42.8%$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 4, 2026 · returns include dividends · since: SOXX 2001 · SHOC 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $44.3B$30,376

SOXX

SHOC

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

$10,000 five years ago, dividends reinvested · they hold 66.3% in common

SOXXMeasureSHOC

+49.8%Year to dateJan 1 → Nov 4+33.4%

+46.5%1 yearTotal return+30.6%

+46.4%3 years · per year$10,000 became $31,353 · $30,871+45.6%

+24.9%5 years · per year$10,000 became $30,376 · […][…]

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

0.28%Trailing 12-mo yield$28 · $14 a year on $10k0.14%

−31.2%Worst dropSmaller is better−26.6%

47.8%VolatilityLower is calmer42.8%

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

5–2SOXX wins

End-of-day Nov 4, 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

38.7%in top 5

SHOC

in top 547.2%

SOXXStockSHOC

7.8%MU15.2%

7.8%AVGO12.2%

9.0%AMD6.6%

8.2%NVDAnot top 5

not top 5TXN7.0%

not top 5SKHY6.1%

5.9%INTCnot top 5

Held in common66.3%

End-of-day Nov 4, 2026 · share of each fund

SOXX vs SHOC Returns, Every Period

iSharesSOXX

+46.5%

past year

SHOCStrive

+30.6%

past year

SOXXSHOCFaded: behind in that period

3–0SOXX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SOXX vs SHOC

YTD

iSharesSOXX

+49.8%

SHOCStrive

+33.4%

+49.8%Year to date+33.4%

−31.2%Worst drop · 1Y−26.6%

47.8%Volatility · 1Y42.8%

0.3%Yield0.1%

$44.3BAssets$205M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXX, SHOC

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SHOC0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SOXX, SHOC

0.28%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.28%$28

SHOC0.14%$14

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

SHOC$14 − $40 = −$26

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SOXX, SHOC

Today

66.3%most shared, SOXX and SHOC

SOXXSHOC

SOXX—66.3%

SHOC66.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+46.5%SOXX, at 47.8% volatility

SHOCWorst drop−26.6%42.8% vol

SOXXWorst drop−31.2%47.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SOXXSHOC

+49.8%Year to date+33.4%

0.3%Yield0.1%

+46.5%Past year+30.6%

0.33%Fee0.40%

4–0SOXX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026