SOXX vs SHOC

ASOXX

BSHOC

Measures won3–2SOXX wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SOXX $26,892

Lowest cost0.33%SOXX · $33 on $10k

Most income0.76%SOXX · $76 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common65.9%SOXX and SHOC

SOXX

SHOC

iShares Semiconductor ETF · $39.1BStrive U.S. Semiconductor ETF · $185M

+40.3%3 years · per year$27,604 · $27,205+39.6%

+21.9%5 years · per year$26,892 · […][…]

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

0.76%12-mo yield$76 · $15 on $10k0.15%

−39.5%Worst dropSmaller wins−35.3%

49.4%VolatilityLower wins44.6%

3–2SOXX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSOXX · SHOC

8.1%AVGO12.7%

7.1%MU13.8%

8.9%AMD6.6%

5.5%TXN7.4%

Held in common65.9%

End-of-day Nov 6, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
3	BSHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.15%	+3.4%	+21.7%	+21.0%	+39.6%	new	−35.3%	$185M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
3	BSHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.15%	+3.4%	+21.7%	+21.0%	+39.6%	new	−35.3%	$185M

End-of-day Nov 6, 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

$26,892

SHOC

Strive U.S. Semiconductor

[…]

MeasureSOXXSHOC

Fee0.33%0.40%

Cost on $10k a year$33$40

Yield0.76%0.15%

5 years, per year+21.9%[…]

3 years, per year+40.3%+39.6%

Worst drop · 1Y−39.5%−35.3%

Volatility · 1Y49.4%44.6%

3–2measures won
SOXX first

65.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SOXX, SHOC, SMH

Today

69.6%most shared, SOXX and SMH

SOXXSHOCSMH

SOXX—65.9%69.6%

SHOC65.9%—66.8%

SMH69.6%66.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

SHOC$15 − $40 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee