SHOC vs BSMT
Comparison between STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF) and INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF).
SHOC vs BSMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHOC
$278M
Winner
BSMT
$279M
Expense Ratio
SHOC
0.40%
Winner
BSMT
0.18%
Max Drawdown
SHOC
37.69%
Winner
BSMT
17.74%
Sharpe Ratio
Winner
SHOC
1.86
BSMT
-0.05
5Y Beta
SHOC
1.95
Winner
BSMT
0.01
P/E Ratio
SHOC
46.10
BSMT
N/A
Forward P/E
SHOC
18.79
BSMT
N/A
PEG Ratio
SHOC
0.09
BSMT
N/A
5Y Dividends CAGR
SHOC
N/A
BSMT
9.38%
5Y EPS CAGR
SHOC
46.58%
BSMT
N/A
Debt to Equity
SHOC
28.07%
BSMT
N/A
P/S Ratio
SHOC
14.63
BSMT
N/A
P/B Ratio
SHOC
12.68
BSMT
N/A
SHOC vs BSMT - Historical Returns
Returns include dividend reinvestment.
1M
SHOC
-12.68%
Winner
BSMT
-0.56%
3M
Winner
SHOC
+22.49%
BSMT
-0.08%
6M
Winner
SHOC
+43.09%
BSMT
+0.24%
1Y
Winner
SHOC
+96.82%
BSMT
+3.63%
5Y(CAGR)
SHOC
N/A
BSMT
-0.43%
Max(CAGR)
Winner
SHOC
+48.24%
BSMT
+0.90%
SHOC vs BSMT - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SHOC | BSMT |
|---|---|---|
| 2026 | +53.70% | +0.57% |
| 2025 | +48.59% | +3.62% |
| 2024 | +20.73% | +0.36% |
| 2023 | +63.87% | +5.16% |
| 2022 | -1.17% | -10.94% |
| 2021 | N/A | +1.42% |
| 2020 | N/A | +6.96% |
| 2019 | N/A | -0.35% |
SHOC vs BSMT Drawdown Comparison
The maximum drawdown for SHOC was -37.54%, occurring on Apr 4, 2025. Recovery took 250 trading sessions.
The maximum drawdown for BSMT was -16.19%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current SHOC drawdown is -12.68%. The current BSMT drawdown is -2.42%.
| Rank | SHOC | BSMT |
|---|---|---|
| #1 | -37.54% Jul 10, 2024 - Jul 10, 2025 | -16.19% Jul 19, 2021 - Oct 31, 2022 |
| #2 | -18.39% Aug 1, 2023 - Dec 12, 2023 | -15.09% Feb 27, 2020 - Jul 23, 2020 |
| #3 | -17.56% Mar 7, 2024 - May 24, 2024 | -3.42% Feb 11, 2021 - Jun 9, 2021 |
| #4 | -17.01% Jun 22, 2026 - Jul 17, 2026 | -2.88% Aug 10, 2020 - Dec 8, 2020 |
| #5 | -14.59% Feb 25, 2026 - Apr 8, 2026 | -2.14% Oct 9, 2019 - Jan 9, 2020 |
| #6 | -13.51% Oct 6, 2022 - Nov 10, 2022 | -0.72% Jun 10, 2021 - Jul 6, 2021 |
| #7 | -13.21% Nov 30, 2022 - Jan 23, 2023 | -0.53% Jan 6, 2021 - Jan 26, 2021 |
| #8 | -12.39% Oct 29, 2025 - Dec 8, 2025 | -0.52% Sep 25, 2019 - Oct 9, 2019 |
| #9 | -11.03% Jun 3, 2026 - Jun 15, 2026 | -0.47% Jan 31, 2020 - Feb 18, 2020 |
| #10 | -10.57% Dec 10, 2025 - Jan 6, 2026 | -0.25% Jul 31, 2020 - Aug 4, 2020 |
| #11 | -9.22% Mar 31, 2023 - May 25, 2023 | -0.15% Dec 28, 2020 - Dec 30, 2020 |
| #12 | -8.79% Jan 29, 2026 - Feb 25, 2026 | -0.14% Jan 27, 2020 - Jan 31, 2020 |
| #13 | -7.89% Feb 2, 2023 - Mar 23, 2023 | -0.13% Dec 21, 2020 - Dec 28, 2020 |
| #14 | -7.13% Dec 27, 2023 - Jan 19, 2024 | -0.13% Aug 4, 2020 - Aug 10, 2020 |
| #15 | -7.02% Jun 18, 2024 - Jul 10, 2024 | -0.10% Jul 28, 2020 - Jul 31, 2020 |
Correlation
Correlation between SHOC and BSMT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2019 - 2026)
SHOC vs BSMT dividend yield comparison.
| Year | SHOC | BSMT |
|---|---|---|
| 2026 | 0.07% | 1.60% |
| 2025 | 0.23% | 2.78% |
| 2024 | 0.35% | 2.80% |
| 2023 | 0.65% | 2.62% |
| 2022 | 0.24% | 1.65% |
| 2021 | 0.00% | 1.31% |
| 2020 | 0.00% | 1.82% |
| 2019 | 0.00% | 0.48% |
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