SHOC vs UWM

Comparison between STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF) and PROSHARES ULTRA RUSSELL2000 (UWM, ETF).

SHOC vs UWM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHOC(ETF)	UWM(ETF)
Net Assets	$278M	$279M
Expense Ratio	0.40%	N/A
Max Drawdown	37.69%	88.54%
Sharpe Ratio	1.86	1.41
5Y Beta	1.95	2.19
P/E Ratio	46.10	-244.60
Forward P/E	18.79	14.26
PEG Ratio	0.09	N/A
5Y Dividends CAGR	N/A	149.02%
5Y EPS CAGR	46.58%	N/A
Debt to Equity	28.07%	31.49%
P/S Ratio	14.63	1.42
P/B Ratio	12.68	2.15

Net Assets

SHOC

$278M

Winner

UWM

$279M

Expense Ratio

SHOC

0.40%

UWM

N/A

Max Drawdown

Winner

SHOC

37.69%

UWM

88.54%

Sharpe Ratio

Winner

SHOC

1.86

UWM

1.41

5Y Beta

Winner

SHOC

1.95

UWM

2.19

P/E Ratio

SHOC

46.10

Winner

UWM

-244.60

Forward P/E

SHOC

18.79

Winner

UWM

14.26

PEG Ratio

SHOC

0.09

UWM

N/A

5Y Dividends CAGR

SHOC

N/A

UWM

149.02%

5Y EPS CAGR

SHOC

46.58%

UWM

N/A

Debt to Equity

Winner

SHOC

28.07%

UWM

31.49%

P/S Ratio

SHOC

14.63

Winner

UWM

1.42

P/B Ratio

SHOC

12.68

Winner

UWM

2.15

SHOC vs UWM - Holdings Comparison

SHOC and UWM have 2 common holdings. Overlap is 0.01%

SHOC's top 25 holdings weight is 97.71%. UWM's top 25 holdings weight is 19.00%.

Rank	SHOC	UWM
#1	NVIDIA CORP (NVDA) - 19.96%	CTE PROSHARES TRUST M (n/a) - 6.30%
#2	MICRON TECHNOLOGY INC (MU) - 12.84%	RUSSELL 2000 INDEX SWAP (n/a) - 3.22%
#3	BROADCOM INC (AVGO) - 10.71%	CASH (n/a) - 2.66%
#4	APPLIED MATERIALS INC (AMAT) - 5.88%	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.62%
#5	ADVANCED MICRO DEVICES INC (AMD) - 5.16%	BLOOM ENERGY CORP CLASS A (BE) - 0.53%
#6	KLA CORP (KLAC) - 5.09%	FABRINET (FN) - 0.46%
#7	LAM RESEARCH CORP (LRCX) - 4.99%	IONQ INC CLASS A (IONQ) - 0.43%
#8	ASML HOLDING NV ADR (ASML) - 4.83%	ECHOSTAR CORP CLASS A (SATS) - 0.41%
#9	TEXAS INSTRUMENTS INC (TXN) - 4.22%	KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.35%
#10	INTEL CORP (INTC) - 3.82%	NEXTPOWER INC CLASS A (NXT) - 0.35%
#11	MARVELL TECHNOLOGY INC (MRVL) - 3.37%	GUARDANT HEALTH INC (GH) - 0.34%
#12	ANALOG DEVICES INC (ADI) - 3.23%	HECLA MINING CO (HL) - 0.34%
#13	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.75%	BRIDGEBIO PHARMA INC (BBIO) - 0.33%
#14	QUALCOMM INC (QCOM) - 1.58%	COEUR MINING INC (CDE) - 0.32%
#15	SYNOPSYS INC (SNPS) - 1.38%	MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.30%
#16	NXP SEMICONDUCTORS NV (NXPI) - 1.21%	RAMBUS INC (RMBS) - 0.28%
#17	MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.10%	ENSIGN GROUP INC (ENSG) - 0.28%
#18	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.98%	SPX TECHNOLOGIES INC (SPXC) - 0.27%
#19	ASTERA LABS INC (ALAB) - 0.94%	JOBY AVIATION INC (JOBY) - 0.18%
#20	TERADYNE INC (TER) - 0.93%	SEMTECH CORP (SMTC) - 0.18%
#21	KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.93%	AXSOME THERAPEUTICS INC (AXSM) - 0.17%
#22	MICROCHIP TECHNOLOGY INC (MCHP) - 0.78%	ESSENT GROUP LTD (ESNT) - 0.17%
#23	STMICROELECTRONICS NV ADR (STM) - 0.76%	TERRENO REALTY CORP (TRNO) - 0.17%
#24	ARM HOLDINGS PLC ADR (ARM) - 0.65%	PIPER SANDLER COS (PIPR) - 0.17%
#25	ON SEMICONDUCTOR CORP (ON) - 0.62%	INSTALLED BUILDING PRODUCTS INC (IBP) - 0.17%
Total Holdings	32	1773

SHOC vs UWM - Historical Returns

Returns include dividend reinvestment.

Period	SHOC	UWM
1 month	-12.68%	-1.52%
3 months	+22.49%	+14.72%
6 months	+43.09%	+18.25%
1 year	+96.82%	+67.29%
5 years(CAGR)	N/A	+3.88%
10 years(CAGR)	N/A	+12.06%
Max(CAGR)	+48.24%	+7.39%

SHOC

-12.68%

Winner

UWM

-1.52%

Winner

SHOC

+22.49%

UWM

+14.72%

Winner

SHOC

+43.09%

UWM

+18.25%

Winner

SHOC

+96.82%

UWM

+67.29%

5Y(CAGR)

SHOC

N/A

UWM

+3.88%

10Y(CAGR)

SHOC

N/A

UWM

+12.06%

Max(CAGR)

Winner

SHOC

+48.24%

UWM

+7.39%

SHOC vs UWM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SHOC	UWM
2026	+53.70%	+36.52%
2025	+48.59%	+13.30%
2024	+20.73%	+12.80%
2023	+63.87%	+24.03%
2022	-1.17%	-45.05%
2021	N/A	+27.27%
2020	N/A	+16.54%
2019	N/A	+46.76%
2018	N/A	-27.28%
2017	N/A	+25.67%
2016	N/A	+48.22%
2015	N/A	-11.30%
2014	N/A	+8.63%
2013	N/A	+75.97%
2012	N/A	+26.65%
2011	N/A	-21.20%
2010	N/A	+43.30%
2009	N/A	+37.44%
2008	N/A	-65.83%
2007	N/A	-12.78%

SHOC vs UWM Drawdown Comparison

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

The maximum drawdown for UWM was -88.21%, occurring on Mar 9, 2009. Recovery took 1611 trading sessions.

The current SHOC drawdown is -12.68%. The current UWM drawdown is -2.83%.

Rank	SHOC	UWM
#1	-37.54% Jul 10, 2024 - Jul 10, 2025	-88.21% Jun 4, 2007 - Oct 24, 2013
#2	-18.39% Aug 1, 2023 - Dec 12, 2023	-71.47% Aug 31, 2018 - Dec 15, 2020
#3	-17.56% Mar 7, 2024 - May 24, 2024	-61.62% Nov 8, 2021 - Jun 15, 2026
#4	-17.01% Jun 22, 2026 - Jul 17, 2026	-46.62% Jun 23, 2015 - Nov 18, 2016
#5	-14.59% Feb 25, 2026 - Apr 8, 2026	-24.56% Mar 4, 2014 - Dec 26, 2014
#6	-13.51% Oct 6, 2022 - Nov 10, 2022	-19.71% Mar 15, 2021 - Nov 3, 2021
#7	-13.21% Nov 30, 2022 - Jan 23, 2023	-17.72% Jan 23, 2018 - May 17, 2018
#8	-12.39% Oct 29, 2025 - Dec 8, 2025	-16.78% Feb 22, 2007 - Apr 26, 2007
#9	-11.03% Jun 3, 2026 - Jun 15, 2026	-14.31% Jan 22, 2014 - Feb 27, 2014
#10	-10.57% Dec 10, 2025 - Jan 6, 2026	-13.43% Feb 9, 2021 - Mar 11, 2021
#11	-9.22% Mar 31, 2023 - May 25, 2023	-12.52% Jul 25, 2017 - Sep 25, 2017
#12	-8.79% Jan 29, 2026 - Feb 25, 2026	-10.36% Dec 29, 2014 - Feb 13, 2015
#13	-7.89% Feb 2, 2023 - Mar 23, 2023	-9.22% Mar 1, 2017 - Apr 26, 2017
#14	-7.13% Dec 27, 2023 - Jan 19, 2024	-9.12% Apr 15, 2015 - Jun 18, 2015
#15	-7.02% Jun 18, 2024 - Jul 10, 2024	-8.72% Jan 22, 2021 - Feb 4, 2021

Correlation

Correlation between SHOC and UWM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

SHOC vs UWM dividend yield comparison.

Year	SHOC	UWM
2026	0.07%	0.20%
2025	0.23%	1.05%
2024	0.35%	1.16%
2023	0.65%	0.34%
2022	0.24%	0.40%
2020	0.00%	0.07%
2019	0.00%	0.55%
2018	0.00%	0.41%
2017	0.00%	0.11%
2016	0.00%	0.27%
2015	0.00%	0.23%
2014	0.00%	0.11%
2012	0.00%	0.02%
2010	0.00%	0.02%
2009	0.00%	0.21%
2008	0.00%	1.23%
2007	0.00%	2.39%