SHOC vs SPY

ASHOC

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common8.1%SHOC and SPY

SHOC

SPY

Strive U.S. Semiconductor ETF · $185MState Street SPDR S&P 500 ETF · $778B

+41.2%3 years · per year$28,151 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

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

0.15%12-mo yield$15 · $101 on $10k1.01%

−35.3%Worst dropSmaller wins−8.9%

44.9%VolatilityLower wins13.7%

1–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHOC · SPY

12.3%AVGO2.2%

13.9%MU1.2%

7.0%AMD1.2%

4.4%INTC0.4%

Held in common8.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ASHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.15%	+5.7%	+28.6%	+31.0%	+41.2%	new	−35.3%	$185M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ASHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.15%	+5.7%	+28.6%	+31.0%	+41.2%	new	−35.3%	$185M

End-of-day Nov 9, 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

$17,493

MeasureSHOCSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield0.15%1.01%

5 years, per year[…]+11.8%

3 years, per year+41.2%+21.9%

Worst drop · 1Y−35.3%−8.9%

Volatility · 1Y44.9%13.7%

4–1measures won
SPY first

8.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SHOC, SPY, IVV

Today

99.9%most shared, SPY and IVV

SHOCSPYIVV

SHOC—8.1%8.1%

SPY8.1%—99.9%

IVV8.1%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

SHOC$15 − $40 = −$25

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee