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STXK vs SHOC

Strive Small-Cap ETF vs Strive U.S. Semiconductor ETF

STXK

Strive Small-Cap ETF

Annual cost

0.18%

Fund size

$80M

SHOC

Strive U.S. Semiconductor ETF

Annual cost

0.40%

Fund size

$248M

Key differences

Both STXK and SHOC are equity ETFs. STXK charges 0.18% a year and SHOC 0.40%. The main difference: STXK costs 0.22% less per year.

  • STXK costs 0.22% less per year.
  • SHOC is much larger than STXK. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SHOC has delivered higher annualized returns.

Side-by-side comparison

STXKSHOC
Annual cost (TER)0.18%0.40%
Fund size (AUM)$80M$248M
Since20222022
Dividend yield1.38%0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.2%+117.9%
CAGR 3Y+14.7%+48.7%
CAGR 5YN/AN/A
Sharpe 3Y0.611.20
Volatility 1Y16.92%33.39%
Max drawdown-27.12%-37.54%

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

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