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SHOC vs SOXX

Strive U.S. Semiconductor ETF vs iShares Semiconductor ETF

SHOC

Strive U.S. Semiconductor ETF

Annual cost

0.40%

Fund size

$248M

SOXX

iShares Semiconductor ETF

Annual cost

0.34%

Fund size

$38.4B

Key differences

Both SHOC and SOXX are equity ETFs. SHOC charges 0.40% a year and SOXX 0.34%. The main difference: SHOC covers North America; SOXX covers global markets.

  • SHOC covers North America; SOXX covers global markets.
  • SOXX costs 0.06% less per year.
  • SOXX is much larger than SHOC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SOXX has delivered higher annualized returns.
  • SOXX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SHOCSOXX
Annual cost (TER)0.40%0.34%
Fund size (AUM)$248M$38.4B
Since20222001
Dividend yield0.15%0.29%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+132.2%+164.9%
CAGR 3Y+52.1%+56.0%
CAGR 5YN/A+33.8%
Sharpe 3Y1.251.29
Volatility 1Y34.02%37.35%
Max drawdown-37.54%-45.75%

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

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