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SHOC vs SMH

Strive U.S. Semiconductor ETF vs VanEck Semiconductor ETF

SHOC

Strive U.S. Semiconductor ETF

Annual cost

0.40%

Fund size

$248M

SMH

VanEck Semiconductor ETF

Annual cost

0.35%

Fund size

$67.8B

Key differences

Both SHOC and SMH are equity ETFs. SHOC charges 0.40% a year and SMH 0.35%. The main difference: SMH costs 0.05% less per year.

  • SMH costs 0.05% less per year.
  • SMH is much larger than SHOC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SMH has delivered higher annualized returns.
  • SMH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SHOCSMH
Annual cost (TER)0.40%0.35%
Fund size (AUM)$248M$67.8B
Since20222011
Dividend yield0.15%0.18%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+132.2%+137.5%
CAGR 3Y+52.1%+63.2%
CAGR 5YN/A+38.6%
Sharpe 3Y1.251.47
Volatility 1Y34.02%33.20%
Max drawdown-37.54%-45.30%

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

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