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SMH vs SHOC

VanEck Semiconductor ETF vs Strive U.S. Semiconductor ETF

SMH

VanEck Semiconductor ETF

Annual cost

0.35%

Fund size

$67.8B

SHOC

Strive U.S. Semiconductor ETF

Annual cost

0.40%

Fund size

$248M

Key differences

Both SMH and SHOC are equity ETFs. SMH charges 0.35% a year and SHOC 0.40%. 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

SMHSHOC
Annual cost (TER)0.35%0.40%
Fund size (AUM)$67.8B$248M
Since20112022
Dividend yield0.18%0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+137.5%+132.2%
CAGR 3Y+63.2%+52.1%
CAGR 5Y+38.6%N/A
Sharpe 3Y1.471.25
Volatility 1Y33.20%34.02%
Max drawdown-45.30%-37.54%

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

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