LDRX vs SHOC
Comparison between SGI ENHANCED MARKET LEADERS ETF (LDRX, ETF) and STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF).
LDRX vs SHOC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LDRX
$248M
SHOC
$248M
Expense Ratio
LDRX
0.59%
Winner
SHOC
0.40%
Max Drawdown
Winner
LDRX
11.38%
SHOC
37.69%
Sharpe Ratio
LDRX
1.49
Winner
SHOC
2.55
5Y Beta
Winner
LDRX
1.00
SHOC
1.93
P/E Ratio
Winner
LDRX
28.39
SHOC
58.53
Forward P/E
Winner
LDRX
22.70
SHOC
30.40
PEG Ratio
LDRX
0.53
Winner
SHOC
0.14
5Y EPS CAGR
LDRX
29.66%
Winner
SHOC
40.32%
Debt to Equity
LDRX
32.56%
Winner
SHOC
30.80%
P/S Ratio
Winner
LDRX
5.01
SHOC
14.93
P/B Ratio
Winner
LDRX
6.67
SHOC
12.40
LDRX vs SHOC - Holdings Comparison
LDRX and SHOC have 11 common holdings. Overlap is 23.04%
LDRX's top 25 holdings weight is 72.20%. SHOC's top 25 holdings weight is 97.69%.
| Rank | LDRX | SHOC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.36% | NVIDIA CORP (NVDA) - 17.74% |
| #2 | APPLE INC (AAPL) - 9.30% | BROADCOM INC (AVGO) - 12.25% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 8.90% | INTEL CORP (INTC) - 8.40% |
| #4 | MICROSOFT CORP (MSFT) - 6.63% | ADVANCED MICRO DEVICES INC (AMD) - 7.80% |
| #5 | AMAZON.COM INC (AMZN) - 5.59% | MICRON TECHNOLOGY INC (MU) - 6.59% |
| #6 | BROADCOM INC (AVGO) - 4.24% | ASML HOLDING NV ADR (ASML) - 6.48% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.11% | TEXAS INSTRUMENTS INC (TXN) - 4.50% |
| #8 | TESLA INC (TSLA) - 2.55% | KLA CORP (KLAC) - 4.21% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.91% | LAM RESEARCH CORP (LRCX) - 4.16% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.85% | APPLIED MATERIALS INC (AMAT) - 3.81% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.74% | ANALOG DEVICES INC (ADI) - 3.42% |
| #12 | ELI LILLY AND CO (LLY) - 1.72% | MARVELL TECHNOLOGY INC (MRVL) - 3.03% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.50% | QUALCOMM INC (QCOM) - 2.20% |
| #14 | EXXON MOBIL CORP (XOM) - 1.30% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.73% |
| #15 | VISA INC CLASS A (V) - 1.17% | SYNOPSYS INC (SNPS) - 1.70% |
| #16 | INTEL CORP (INTC) - 1.15% | NXP SEMICONDUCTORS NV (NXPI) - 1.39% |
| #17 | JOHNSON & JOHNSON (JNJ) - 1.12% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.30% |
| #18 | WALMART INC (WMT) - 1.04% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.01% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.95% | TERADYNE INC (TER) - 1.01% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.95% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.01% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.87% | MICROCHIP TECHNOLOGY INC (MCHP) - 0.87% |
| #22 | MASTERCARD INC CLASS A (MA) - 0.87% | ON SEMICONDUCTOR CORP (ON) - 0.83% |
| #23 | CATERPILLAR INC (CAT) - 0.85% | ASTERA LABS INC (ALAB) - 0.78% |
| #24 | APPLIED MATERIALS INC (AMAT) - 0.77% | STMICROELECTRONICS NV ADR (STM) - 0.76% |
| #25 | NETFLIX INC (NFLX) - 0.76% | ARM HOLDINGS PLC ADR (ARM) - 0.71% |
| Total Holdings | 104 | 32 |
LDRX vs SHOC - Historical Returns
Returns include dividend reinvestment.
1M
LDRX
-1.01%
Winner
SHOC
+8.78%
3M
LDRX
+11.43%
Winner
SHOC
+56.15%
6M
LDRX
+7.42%
Winner
SHOC
+69.75%
1Y
LDRX
+24.17%
Winner
SHOC
+130.80%
Max(CAGR)
LDRX
+28.84%
Winner
SHOC
+52.18%
LDRX vs SHOC - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LDRX | SHOC |
|---|---|---|
| 2026 | +7.04% | +62.30% |
| 2025 | +23.81% | +48.59% |
| 2024 | N/A | +20.73% |
| 2023 | N/A | +63.87% |
| 2022 | N/A | -1.17% |
LDRX vs SHOC Drawdown Comparison
The maximum drawdown for LDRX was -10.62%, occurring on Mar 30, 2026. Recovery took 114 trading sessions.
The maximum drawdown for SHOC was -37.54%, occurring on Apr 4, 2025. Recovery took 250 trading sessions.
The current LDRX drawdown is -3.70%. The current SHOC drawdown is -3.37%.
| Rank | LDRX | SHOC |
|---|---|---|
| #1 | -10.62% Oct 29, 2025 - Apr 15, 2026 | -37.54% Jul 10, 2024 - Jul 10, 2025 |
| #2 | -5.36% Jun 1, 2026 - Jun 10, 2026 | -18.39% Aug 1, 2023 - Dec 12, 2023 |
| #3 | -2.89% Jul 25, 2025 - Aug 13, 2025 | -17.56% Mar 7, 2024 - May 24, 2024 |
| #4 | -2.36% May 16, 2025 - Jun 3, 2025 | -14.59% Feb 25, 2026 - Apr 8, 2026 |
| #5 | -2.35% Sep 22, 2025 - Oct 20, 2025 | -13.51% Oct 6, 2022 - Nov 10, 2022 |
| #6 | -2.12% May 14, 2026 - May 28, 2026 | -13.21% Nov 30, 2022 - Jan 23, 2023 |
| #7 | -1.43% Aug 14, 2025 - Aug 22, 2025 | -12.39% Oct 29, 2025 - Dec 8, 2025 |
| #8 | -1.16% Jul 3, 2025 - Jul 22, 2025 | -11.03% Jun 3, 2026 - Jun 5, 2026 |
| #9 | -1.14% Aug 28, 2025 - Sep 4, 2025 | -10.57% Dec 10, 2025 - Jan 6, 2026 |
| #10 | -1.13% Apr 17, 2026 - Apr 22, 2026 | -9.22% Mar 31, 2023 - May 25, 2023 |
| #11 | -0.88% Jun 16, 2025 - Jun 23, 2025 | -8.79% Jan 29, 2026 - Feb 25, 2026 |
| #12 | -0.85% May 5, 2025 - May 8, 2025 | -7.89% Feb 2, 2023 - Mar 23, 2023 |
| #13 | -0.61% Apr 22, 2026 - Apr 24, 2026 | -7.13% Dec 27, 2023 - Jan 19, 2024 |
| #14 | -0.60% Oct 20, 2025 - Oct 23, 2025 | -7.02% Jun 18, 2024 - Jul 10, 2024 |
| #15 | -0.54% Jun 10, 2025 - Jun 12, 2025 | -6.42% May 14, 2026 - May 26, 2026 |
Correlation
Correlation between LDRX and SHOC is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2022 - 2026)
LDRX vs SHOC dividend yield comparison.
| Year | LDRX | SHOC |
|---|---|---|
| 2026 | 0.11% | 0.03% |
| 2025 | 1.19% | 0.23% |
| 2024 | 0.00% | 0.35% |
| 2023 | 0.00% | 0.65% |
| 2022 | 0.00% | 0.24% |
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