SHOC vs SPY

ASHOC

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common8.9%SHOC and SPY

SHOC

SPY

Strive U.S. Semiconductor ETF · $210MState Street SPDR S&P 500 ETF · $805B

+45.6%3 years · per year$30,871 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

0.14%12-mo yield$14 · $99 on $10k0.99%

−26.6%Worst dropSmaller wins−8.9%

42.8%VolatilityLower wins12.9%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHOC · SPY

12.2%AVGO2.4%

15.2%MU1.5%

6.6%AMD1.2%

4.9%AMAT0.5%

Held in common8.9%

End-of-day Nov 4, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ASHOC	Strive U.S. Semiconductor ETFRead Desk		0.40%	0.14%	−3.4%	+33.4%	+30.6%	+45.6%	new	−26.6%	$210M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ASHOC	Strive U.S. Semiconductor ETFRead Desk		0.40%	0.14%	−3.4%	+33.4%	+30.6%	+45.6%	new	−26.6%	$210M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHOC vs SPY

SHOC

Strive U.S. Semiconductor

[…]

SPY

SPDR S&P 500

$18,060

MeasureSHOCSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield0.14%0.99%

5 years, per year[…]+12.6%

3 years, per year+45.6%+24.1%

Worst drop · 1Y−26.6%−8.9%

Volatility · 1Y42.8%12.9%

4–1measures won
SPY first

8.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM 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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SHOC, SPY

Today

8.9%most shared, SHOC and SPY

SHOCSPY

SHOC—8.9%

SPY8.9%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SHOC$14 − $40 = −$26

KeptFee

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