SOXX vs SHOC

ASOXX

BSHOC

Measures won3–2SOXX 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%SOXX and SHOC

SOXX

SHOC

iShares Semiconductor ETF · $44.3BStrive U.S. Semiconductor ETF · $205M

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

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

0.33%Expense ratio$33 · $40 on $10k · lower wins0.40%

0.27%12-mo yield$27 · $14 on $10k0.14%

−30.7%Worst dropSmaller wins−25.7%

47.7%VolatilityLower wins42.7%

3–2SOXX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSOXX · SHOC

7.9%MU15.1%

7.6%AVGO12.1%

9.2%AMD6.5%

5.0%TXN6.9%

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

All Three

5Y3 funds

#
1	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BSHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.14%	+2.2%	+38.0%	+36.0%	+46.7%	new	−25.7%	$205M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

All Three

5Y3 funds

#
1	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BSHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.14%	+2.2%	+38.0%	+36.0%	+46.7%	new	−25.7%	$205M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

SOXX vs SHOC

SOXX

iShares Semiconductor

$31,133

SHOC

Strive U.S. Semiconductor

[…]

MeasureSOXXSHOC

Fee0.33%0.40%

Cost on $10k a year$33$40

Yield0.27%0.14%

5 years, per year+25.5%[…]

3 years, per year+47.3%+46.7%

Worst drop · 1Y−30.7%−25.7%

Volatility · 1Y47.7%42.7%

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: SOXX, SHOC, DRAM

Today

66.0%most shared, SOXX and SHOC

SOXXSHOCDRAM

SOXX—66.0%3.4%

SHOC66.0%—3.4%

DRAM3.4%3.4%—

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

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee