SHOC vs BFOR
Comparison between STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF) and BARRON'S 400 ETF (BFOR, ETF).
SHOC vs BFOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHOC
$211M
Winner
BFOR
$211M
Expense Ratio
Winner
SHOC
0.40%
BFOR
0.65%
Max Drawdown
Winner
SHOC
37.69%
BFOR
42.22%
Sharpe Ratio
Winner
SHOC
2.46
BFOR
1.14
5Y Beta
SHOC
1.92
Winner
BFOR
0.97
P/E Ratio
SHOC
61.87
Winner
BFOR
16.91
Forward P/E
SHOC
33.37
Winner
BFOR
15.17
PEG Ratio
SHOC
0.14
BFOR
N/A
5Y Dividends CAGR
SHOC
N/A
BFOR
27.51%
5Y EPS CAGR
Winner
SHOC
40.60%
BFOR
23.23%
Debt to Equity
SHOC
32.00%
BFOR
N/A
P/S Ratio
SHOC
15.40
Winner
BFOR
2.33
P/B Ratio
SHOC
12.63
Winner
BFOR
3.20
SHOC vs BFOR - Holdings Comparison
SHOC and BFOR have 8 common holdings. Overlap is 2.92%
SHOC's top 25 holdings weight is 97.69%. BFOR's top 25 holdings weight is 10.26%.
| Rank | SHOC | BFOR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 17.74% | ADVANCED MICRO DEVICES INC (AMD) - 0.60% |
| #2 | BROADCOM INC (AVGO) - 12.25% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.56% |
| #3 | INTEL CORP (INTC) - 8.40% | MARVELL TECHNOLOGY INC (MRVL) - 0.55% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 7.80% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.51% |
| #5 | MICRON TECHNOLOGY INC (MU) - 6.59% | TTM TECHNOLOGIES INC (TTMI) - 0.50% |
| #6 | ASML HOLDING NV ADR (ASML) - 6.48% | MICRON TECHNOLOGY INC (MU) - 0.48% |
| #7 | TEXAS INSTRUMENTS INC (TXN) - 4.50% | n/a (DELL) - 0.46% |
| #8 | KLA CORP (KLAC) - 4.21% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.46% |
| #9 | LAM RESEARCH CORP (LRCX) - 4.16% | STERLING INFRASTRUCTURE INC (STRL) - 0.45% |
| #10 | APPLIED MATERIALS INC (AMAT) - 3.81% | WESTERN DIGITAL CORP (WDC) - 0.44% |
| #11 | ANALOG DEVICES INC (ADI) - 3.42% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.43% |
| #12 | MARVELL TECHNOLOGY INC (MRVL) - 3.03% | POWELL INDUSTRIES INC (POWL) - 0.40% |
| #13 | QUALCOMM INC (QCOM) - 2.20% | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.39% |
| #14 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.73% | TEXAS INSTRUMENTS INC (TXN) - 0.39% |
| #15 | SYNOPSYS INC (SNPS) - 1.70% | RAMBUS INC (RMBS) - 0.38% |
| #16 | NXP SEMICONDUCTORS NV (NXPI) - 1.39% | SEZZLE INC (SEZL) - 0.38% |
| #17 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.30% | FORTINET INC (FTNT) - 0.37% |
| #18 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.01% | IES HOLDINGS INC (IESC) - 0.36% |
| #19 | TERADYNE INC (TER) - 1.01% | CORNING INC (GLW) - 0.35% |
| #20 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.01% | LAM RESEARCH CORP (LRCX) - 0.35% |
| #21 | MICROCHIP TECHNOLOGY INC (MCHP) - 0.87% | ADEIA INC (ADEA) - 0.29% |
| #22 | ON SEMICONDUCTOR CORP (ON) - 0.83% | LIFE TIME GROUP HOLDINGS INC (LTH) - 0.29% |
| #23 | ASTERA LABS INC (ALAB) - 0.78% | MUELLER INDUSTRIES INC (MLI) - 0.29% |
| #24 | STMICROELECTRONICS NV ADR (STM) - 0.76% | EBAY INC (EBAY) - 0.29% |
| #25 | ARM HOLDINGS PLC ADR (ARM) - 0.71% | CARPENTER TECHNOLOGY CORP (CRS) - 0.29% |
| Total Holdings | 32 | 358 |
SHOC vs BFOR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SHOC
+7.64%
BFOR
+0.15%
3M
Winner
SHOC
+41.92%
BFOR
+4.64%
6M
Winner
SHOC
+50.82%
BFOR
+9.42%
1Y
Winner
SHOC
+120.57%
BFOR
+21.64%
5Y(CAGR)
SHOC
N/A
BFOR
+9.83%
10Y(CAGR)
SHOC
N/A
BFOR
+12.21%
Max(CAGR)
Winner
SHOC
+49.11%
BFOR
+11.31%
SHOC vs BFOR - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SHOC | BFOR |
|---|---|---|
| 2026 | +49.43% | +8.50% |
| 2025 | +48.59% | +13.74% |
| 2024 | +20.73% | +18.22% |
| 2023 | +63.87% | +19.45% |
| 2022 | -1.17% | -15.72% |
| 2021 | N/A | +32.26% |
| 2020 | N/A | +16.83% |
| 2019 | N/A | +20.41% |
| 2018 | N/A | -14.34% |
| 2017 | N/A | +18.83% |
| 2016 | N/A | +20.06% |
| 2015 | N/A | -2.72% |
| 2014 | N/A | +7.43% |
| 2013 | N/A | +20.25% |
SHOC vs BFOR Drawdown Comparison
The maximum drawdown for SHOC was -37.54%, occurring on Apr 4, 2025. Recovery took 250 trading sessions.
The maximum drawdown for BFOR was -41.26%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.
The current SHOC drawdown is -11.03%. The current BFOR drawdown is -1.71%.
| Rank | SHOC | BFOR |
|---|---|---|
| #1 | -37.54% Jul 10, 2024 - Jul 10, 2025 | -41.26% Aug 29, 2018 - Nov 9, 2020 |
| #2 | -18.39% Aug 1, 2023 - Dec 12, 2023 | -25.94% Nov 16, 2021 - Feb 12, 2024 |
| #3 | -17.56% Mar 7, 2024 - May 24, 2024 | -23.42% Jun 23, 2015 - Nov 17, 2016 |
| #4 | -14.59% Feb 25, 2026 - Apr 8, 2026 | -21.91% Nov 25, 2024 - Jul 23, 2025 |
| #5 | -13.51% Oct 6, 2022 - Nov 10, 2022 | -11.14% Jul 3, 2014 - Nov 24, 2014 |
| #6 | -13.21% Nov 30, 2022 - Jan 23, 2023 | -9.53% Jan 26, 2018 - Jun 6, 2018 |
| #7 | -12.39% Oct 29, 2025 - Dec 8, 2025 | -8.98% Feb 26, 2026 - Apr 17, 2026 |
| #8 | -11.03% Jun 3, 2026 - Jun 5, 2026 | -7.90% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -10.57% Dec 10, 2025 - Jan 6, 2026 | -6.76% Jan 22, 2014 - Feb 24, 2014 |
| #10 | -9.22% Mar 31, 2023 - May 25, 2023 | -6.35% Mar 28, 2024 - Jul 12, 2024 |
| #11 | -8.79% Jan 29, 2026 - Feb 25, 2026 | -6.05% Sep 18, 2025 - Dec 3, 2025 |
| #12 | -7.89% Feb 2, 2023 - Mar 23, 2023 | -5.70% Apr 2, 2014 - Jun 6, 2014 |
| #13 | -7.13% Dec 27, 2023 - Jan 19, 2024 | -5.42% Nov 24, 2014 - Dec 29, 2014 |
| #14 | -7.02% Jun 18, 2024 - Jul 10, 2024 | -5.27% Dec 29, 2014 - Feb 10, 2015 |
| #15 | -6.42% May 14, 2026 - May 26, 2026 | -4.88% Jun 18, 2013 - Jul 8, 2013 |
Correlation
Correlation between SHOC and BFOR is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2013 - 2026)
SHOC vs BFOR dividend yield comparison.
| Year | SHOC | BFOR |
|---|---|---|
| 2026 | 0.04% | 0.00% |
| 2025 | 0.23% | 0.60% |
| 2024 | 0.35% | 0.69% |
| 2023 | 0.65% | 1.26% |
| 2022 | 0.24% | 1.68% |
| 2021 | 0.00% | 0.92% |
| 2020 | 0.00% | 0.98% |
| 2019 | 0.00% | 0.69% |
| 2018 | 0.00% | 0.94% |
| 2017 | 0.00% | 0.60% |
| 2016 | 0.00% | 0.78% |
| 2015 | 0.00% | 0.86% |
| 2014 | 0.00% | 0.72% |
| 2013 | 0.00% | 0.18% |
Select Stocks to Compare
Popular: SHOC vs SPYBFOR vs SPY
More Comparisons
Compare with similar stocks