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SHOC vs FTXL

Strive U.S. Semiconductor ETF vs First Trust Nasdaq Semiconductor ETF

SHOC

Strive U.S. Semiconductor ETF

Annual cost

0.40%

Fund size

$248M

FTXL

First Trust Nasdaq Semiconductor ETF

Annual cost

0.60%

Fund size

$2.5B

Key differences

Both SHOC and FTXL are equity ETFs. SHOC charges 0.40% a year and FTXL 0.60%. The main difference: SHOC costs 0.20% less per year.

  • SHOC costs 0.20% less per year.
  • FTXL is much larger than SHOC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FTXL has delivered higher annualized returns.
  • FTXL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SHOCFTXL
Annual cost (TER)0.40%0.60%
Fund size (AUM)$248M$2.5B
Since20222016
Dividend yield0.15%0.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+132.2%+196.8%
CAGR 3Y+52.1%+59.8%
CAGR 5YN/A+33.9%
Sharpe 3Y1.251.35
Volatility 1Y34.02%38.90%
Max drawdown-37.54%-43.87%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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