BFOR vs SHOC

Comparison between BARRON'S 400 ETF (BFOR, ETF) and STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF).

BFOR vs SHOC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BFOR(ETF)	SHOC(ETF)
Net Assets	$211M	$211M
Expense Ratio	0.65%	0.40%
Max Drawdown	42.22%	37.69%
Sharpe Ratio	1.14	2.46
5Y Beta	0.97	1.92
P/E Ratio	16.91	61.87
Forward P/E	15.17	33.37
PEG Ratio	N/A	0.14
5Y Dividends CAGR	27.51%	N/A
5Y EPS CAGR	23.23%	40.60%
Debt to Equity	N/A	32.00%
P/S Ratio	2.33	15.40
P/B Ratio	3.20	12.63

Net Assets

Winner

BFOR

$211M

SHOC

$211M

Expense Ratio

BFOR

0.65%

Winner

SHOC

0.40%

Max Drawdown

BFOR

42.22%

Winner

SHOC

37.69%

Sharpe Ratio

BFOR

1.14

Winner

SHOC

2.46

5Y Beta

Winner

BFOR

0.97

SHOC

1.92

P/E Ratio

Winner

BFOR

16.91

SHOC

61.87

Forward P/E

Winner

BFOR

15.17

SHOC

33.37

PEG Ratio

BFOR

N/A

SHOC

0.14

5Y Dividends CAGR

BFOR

27.51%

SHOC

N/A

5Y EPS CAGR

BFOR

23.23%

Winner

SHOC

40.60%

Debt to Equity

BFOR

N/A

SHOC

32.00%

P/S Ratio

Winner

BFOR

2.33

SHOC

15.40

P/B Ratio

Winner

BFOR

3.20

SHOC

12.63

BFOR vs SHOC - Holdings Comparison

BFOR and SHOC have 8 common holdings. Overlap is 2.92%

BFOR's top 25 holdings weight is 10.26%. SHOC's top 25 holdings weight is 97.69%.

Rank	BFOR	SHOC
#1	ADVANCED MICRO DEVICES INC (AMD) - 0.60%	NVIDIA CORP (NVDA) - 17.74%
#2	SANDISK CORP ORDINARY SHARES (SNDK) - 0.56%	BROADCOM INC (AVGO) - 12.25%
#3	MARVELL TECHNOLOGY INC (MRVL) - 0.55%	INTEL CORP (INTC) - 8.40%
#4	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.51%	ADVANCED MICRO DEVICES INC (AMD) - 7.80%
#5	TTM TECHNOLOGIES INC (TTMI) - 0.50%	MICRON TECHNOLOGY INC (MU) - 6.59%
#6	MICRON TECHNOLOGY INC (MU) - 0.48%	ASML HOLDING NV ADR (ASML) - 6.48%
#7	n/a (DELL) - 0.46%	TEXAS INSTRUMENTS INC (TXN) - 4.50%
#8	IRIDIUM COMMUNICATIONS INC (IRDM) - 0.46%	KLA CORP (KLAC) - 4.21%
#9	STERLING INFRASTRUCTURE INC (STRL) - 0.45%	LAM RESEARCH CORP (LRCX) - 4.16%
#10	WESTERN DIGITAL CORP (WDC) - 0.44%	APPLIED MATERIALS INC (AMAT) - 3.81%
#11	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.43%	ANALOG DEVICES INC (ADI) - 3.42%
#12	POWELL INDUSTRIES INC (POWL) - 0.40%	MARVELL TECHNOLOGY INC (MRVL) - 3.03%
#13	AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.39%	QUALCOMM INC (QCOM) - 2.20%
#14	TEXAS INSTRUMENTS INC (TXN) - 0.39%	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.73%
#15	RAMBUS INC (RMBS) - 0.38%	SYNOPSYS INC (SNPS) - 1.70%
#16	SEZZLE INC (SEZL) - 0.38%	NXP SEMICONDUCTORS NV (NXPI) - 1.39%
#17	FORTINET INC (FTNT) - 0.37%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.30%
#18	IES HOLDINGS INC (IESC) - 0.36%	KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.01%
#19	CORNING INC (GLW) - 0.35%	TERADYNE INC (TER) - 1.01%
#20	LAM RESEARCH CORP (LRCX) - 0.35%	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.01%
#21	ADEIA INC (ADEA) - 0.29%	MICROCHIP TECHNOLOGY INC (MCHP) - 0.87%
#22	LIFE TIME GROUP HOLDINGS INC (LTH) - 0.29%	ON SEMICONDUCTOR CORP (ON) - 0.83%
#23	MUELLER INDUSTRIES INC (MLI) - 0.29%	ASTERA LABS INC (ALAB) - 0.78%
#24	EBAY INC (EBAY) - 0.29%	STMICROELECTRONICS NV ADR (STM) - 0.76%
#25	CARPENTER TECHNOLOGY CORP (CRS) - 0.29%	ARM HOLDINGS PLC ADR (ARM) - 0.71%
Total Holdings	358	32

BFOR vs SHOC - Historical Returns

Returns include dividend reinvestment.

Period	BFOR	SHOC
1 month	+0.15%	+7.64%
3 months	+4.64%	+41.92%
6 months	+9.42%	+50.82%
1 year	+21.64%	+120.57%
5 years(CAGR)	+9.83%	N/A
10 years(CAGR)	+12.21%	N/A
Max(CAGR)	+11.31%	+49.11%

BFOR

+0.15%

Winner

SHOC

+7.64%

BFOR

+4.64%

Winner

SHOC

+41.92%

BFOR

+9.42%

Winner

SHOC

+50.82%

BFOR

+21.64%

Winner

SHOC

+120.57%

5Y(CAGR)

BFOR

+9.83%

SHOC

N/A

10Y(CAGR)

BFOR

+12.21%

SHOC

N/A

Max(CAGR)

BFOR

+11.31%

Winner

SHOC

+49.11%

BFOR vs SHOC - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	BFOR	SHOC
2026	+8.50%	+49.43%
2025	+13.74%	+48.59%
2024	+18.22%	+20.73%
2023	+19.45%	+63.87%
2022	-15.72%	-1.17%
2021	+32.26%	N/A
2020	+16.83%	N/A
2019	+20.41%	N/A
2018	-14.34%	N/A
2017	+18.83%	N/A
2016	+20.06%	N/A
2015	-2.72%	N/A
2014	+7.43%	N/A
2013	+20.25%	N/A

BFOR vs SHOC Drawdown Comparison

The maximum drawdown for BFOR was -41.26%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.

The maximum drawdown for SHOC was -37.54%, occurring on Apr 4, 2025. Recovery took 250 trading sessions.

The current BFOR drawdown is -1.71%. The current SHOC drawdown is -11.03%.

Rank	BFOR	SHOC
#1	-41.26% Aug 29, 2018 - Nov 9, 2020	-37.54% Jul 10, 2024 - Jul 10, 2025
#2	-25.94% Nov 16, 2021 - Feb 12, 2024	-18.39% Aug 1, 2023 - Dec 12, 2023
#3	-23.42% Jun 23, 2015 - Nov 17, 2016	-17.56% Mar 7, 2024 - May 24, 2024
#4	-21.91% Nov 25, 2024 - Jul 23, 2025	-14.59% Feb 25, 2026 - Apr 8, 2026
#5	-11.14% Jul 3, 2014 - Nov 24, 2014	-13.51% Oct 6, 2022 - Nov 10, 2022
#6	-9.53% Jan 26, 2018 - Jun 6, 2018	-13.21% Nov 30, 2022 - Jan 23, 2023
#7	-8.98% Feb 26, 2026 - Apr 17, 2026	-12.39% Oct 29, 2025 - Dec 8, 2025
#8	-7.90% Jul 16, 2024 - Sep 19, 2024	-11.03% Jun 3, 2026 - Jun 5, 2026
#9	-6.76% Jan 22, 2014 - Feb 24, 2014	-10.57% Dec 10, 2025 - Jan 6, 2026
#10	-6.35% Mar 28, 2024 - Jul 12, 2024	-9.22% Mar 31, 2023 - May 25, 2023
#11	-6.05% Sep 18, 2025 - Dec 3, 2025	-8.79% Jan 29, 2026 - Feb 25, 2026
#12	-5.70% Apr 2, 2014 - Jun 6, 2014	-7.89% Feb 2, 2023 - Mar 23, 2023
#13	-5.42% Nov 24, 2014 - Dec 29, 2014	-7.13% Dec 27, 2023 - Jan 19, 2024
#14	-5.27% Dec 29, 2014 - Feb 10, 2015	-7.02% Jun 18, 2024 - Jul 10, 2024
#15	-4.88% Jun 18, 2013 - Jul 8, 2013	-6.42% May 14, 2026 - May 26, 2026

Correlation

Correlation between BFOR and SHOC is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2013 - 2026)

BFOR vs SHOC dividend yield comparison.

Year	BFOR	SHOC
2026	0.00%	0.04%
2025	0.60%	0.23%
2024	0.69%	0.35%
2023	1.26%	0.65%
2022	1.68%	0.24%
2021	0.92%	0.00%
2020	0.98%	0.00%
2019	0.69%	0.00%
2018	0.94%	0.00%
2017	0.60%	0.00%
2016	0.78%	0.00%
2015	0.86%	0.00%
2014	0.72%	0.00%
2013	0.18%	0.00%