SHOC vs SOXX

ASHOC

BSOXX

Measures won2–3SOXX wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income0.27%SOXX · $27 on $10k

Smallest drop−25.7%SHOC · worst fall in 1Y

Held in common66.0%SHOC and SOXX

SHOC

SOXX

Strive U.S. Semiconductor ETF · $205MiShares Semiconductor ETF · $44.3B

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

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

0.40%Expense ratio$40 · $33 on $10k · lower wins0.33%

0.14%12-mo yield$14 · $27 on $10k0.27%

−25.7%Worst dropSmaller wins−30.7%

42.7%VolatilityLower wins47.7%

2–3SOXX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHOC · SOXX

15.1%MU7.9%

12.1%AVGO7.6%

6.5%AMD9.2%

6.9%TXN5.0%

Held in common66.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	ASHOC	Strive U.S. Semiconductor ETFRead Desk		0.40%	0.14%	+2.2%	+38.0%	+36.0%	+46.7%	new	−25.7%	$205M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	ASHOC	Strive U.S. Semiconductor ETFRead Desk		0.40%	0.14%	+2.2%	+38.0%	+36.0%	+46.7%	new	−25.7%	$205M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHOC vs SOXX

SHOC

Strive U.S. Semiconductor

[…]

SOXX

iShares Semiconductor

$31,133

MeasureSHOCSOXX

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield0.14%0.27%

5 years, per year[…]+25.5%

3 years, per year+46.7%+47.3%

Worst drop · 1Y−25.7%−30.7%

Volatility · 1Y42.7%47.7%

3–2measures won
SOXX first

66.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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