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SHOC vs SPY

Comparison between STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

SHOC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SHOC
$278M
Winner
SPY
$781B
Expense Ratio
SHOC
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
SHOC
37.69%
SPY
56.47%
Sharpe Ratio
Winner
SHOC
1.86
SPY
1.25
5Y Beta
SHOC
1.95
Winner
SPY
1.00
P/E Ratio
SHOC
46.10
Winner
SPY
28.78
Forward P/E
Winner
SHOC
18.79
SPY
21.23
PEG Ratio
SHOC
0.09
SPY
N/A
5Y Dividends CAGR
SHOC
N/A
SPY
6.00%
5Y EPS CAGR
Winner
SHOC
46.58%
SPY
25.62%
Debt to Equity
Winner
SHOC
28.07%
SPY
31.92%
P/S Ratio
SHOC
14.63
Winner
SPY
3.76
P/B Ratio
SHOC
12.68
Winner
SPY
5.64

SHOC vs SPY - Holdings Comparison

SHOC and SPY have 23 common holdings. Overlap is 18.35%

SHOC's top 25 holdings weight is 97.71%. SPY's top 25 holdings weight is 51.74%.

RankSHOCSPY
#1
NVIDIA CORP (NVDA) - 19.96%
NVIDIA CORP (NVDA) - 7.89%
#2
MICRON TECHNOLOGY INC (MU) - 12.84%
APPLE INC (AAPL) - 7.37%
#3
BROADCOM INC (AVGO) - 10.71%
MICROSOFT CORP (MSFT) - 4.50%
#4
APPLIED MATERIALS INC (AMAT) - 5.88%
AMAZON.COM INC (AMZN) - 3.82%
#5
ADVANCED MICRO DEVICES INC (AMD) - 5.16%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
KLA CORP (KLAC) - 5.09%
BROADCOM INC (AVGO) - 2.86%
#7
LAM RESEARCH CORP (LRCX) - 4.99%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ASML HOLDING NV ADR (ASML) - 4.83%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
TEXAS INSTRUMENTS INC (TXN) - 4.22%
TESLA INC (TSLA) - 1.70%
#10
INTEL CORP (INTC) - 3.82%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MARVELL TECHNOLOGY INC (MRVL) - 3.37%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ANALOG DEVICES INC (ADI) - 3.23%
ELI LILLY AND CO (LLY) - 1.40%
#13
CADENCE DESIGN SYSTEMS INC (CDNS) - 1.75%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
QUALCOMM INC (QCOM) - 1.58%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
SYNOPSYS INC (SNPS) - 1.38%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
NXP SEMICONDUCTORS NV (NXPI) - 1.21%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.10%
VISA INC CLASS A (V) - 0.90%
#18
TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.98%
WALMART INC (WMT) - 0.76%
#19
ASTERA LABS INC (ALAB) - 0.94%
INTEL CORP (INTC) - 0.75%
#20
TERADYNE INC (TER) - 0.93%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.93%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
MICROCHIP TECHNOLOGY INC (MCHP) - 0.78%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
STMICROELECTRONICS NV ADR (STM) - 0.76%
ABBVIE INC (ABBV) - 0.66%
#24
ARM HOLDINGS PLC ADR (ARM) - 0.65%
CATERPILLAR INC (CAT) - 0.65%
#25
ON SEMICONDUCTOR CORP (ON) - 0.62%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings32505

SHOC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SHOC
-12.68%
Winner
SPY
+0.52%
3M
Winner
SHOC
+22.49%
SPY
+6.55%
6M
Winner
SHOC
+43.09%
SPY
+9.76%
1Y
Winner
SHOC
+96.82%
SPY
+20.32%
5Y(CAGR)
SHOC
N/A
SPY
+13.01%
10Y(CAGR)
SHOC
N/A
SPY
+15.06%
Max(CAGR)
Winner
SHOC
+48.24%
SPY
+8.50%

SHOC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSHOCSPY
2026+53.70%+10.11%
2025+48.59%+18.00%
2024+20.73%+25.59%
2023+63.87%+26.72%
2022-1.17%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SHOC vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SHOC drawdown is -12.68%. The current SPY drawdown is -1.24%.

RankSHOCSPY
#1-37.54%
Jul 10, 2024 - Jul 10, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.39%
Aug 1, 2023 - Dec 12, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.56%
Mar 7, 2024 - May 24, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.01%
Jun 22, 2026 - Jul 17, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.59%
Feb 25, 2026 - Apr 8, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.51%
Oct 6, 2022 - Nov 10, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.21%
Nov 30, 2022 - Jan 23, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.39%
Oct 29, 2025 - Dec 8, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.03%
Jun 3, 2026 - Jun 15, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.57%
Dec 10, 2025 - Jan 6, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.22%
Mar 31, 2023 - May 25, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.79%
Jan 29, 2026 - Feb 25, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.89%
Feb 2, 2023 - Mar 23, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.13%
Dec 27, 2023 - Jan 19, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.02%
Jun 18, 2024 - Jul 10, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.90
-101

Dividend Comparison (1999 - 2026)

SHOC vs SPY dividend yield comparison.

YearSHOCSPY
20260.07%0.49%
20250.23%1.07%
20240.35%1.21%
20230.65%1.40%
20220.24%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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