IVV vs SHOC
iShares Core S&P 500 ETF vs Strive US Semiconductor ETF
Which is better, IVV or SHOC?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. SHOC led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 78.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | SHOC |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.40% |
| AUM | $876.4B | $224M |
| Dividend Yield | 1.06% | 0.13% |
| Holdings | 508 | 32 |
| YTD Return | +11.03% | +41.05%Best |
| 1Y Return | +15.62% | +66.69%Best |
| 3Y Return (annualized) | +20.81% | +45.00%Best |
| 5Y Return (annualized) | +12.61% | - |
| Volatility (annualized) | 13.1%Best | 32.8% |
| Max Drawdown | -18.8%Best | -37.6% |
| $10,000 over 3.9 years | $21,113 | $40,105Best |
| Top 10 Weight | 37.8%Best | 78.2% |
| Fund Family | iShares by BlackRock (US) | Strive Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Oct 6, 2022 |
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 6, 2022 to Sep 16, 2026 (3.9 years).
IVV vs SHOC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.9 years both funds cover.
IVV vs SHOC Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Strive US Semiconductor ETF (SHOC) is an ETF from Strive Asset Management. Over the past year IVV returned +15.62% while SHOC returned +66.69%. Year to date, IVV is up 11.03% versus a gain of 41.05% for SHOC.
Over three years, IVV compounded at +20.81% per year against +45.00% for SHOC. Across the full 4-year window we track, SHOC has the edge at +42.78% annualized vs +21.12%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHOC has been the more volatile fund, with annualized monthly volatility of 32.8% compared with 13.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.8% for IVV and -37.6% for SHOC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SHOC charges 0.40%. On a $10,000 position that is $3 vs $40 annually, a gap of $37 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.13% for SHOC.
Holdings Overlap
17.7% of IVV's money is in holdings SHOC also owns. 91.6% of SHOC's money is in holdings IVV also owns.
Most of SHOC is already inside IVV. Owning both mostly buys the same companies twice.
22 positions in common, counted across the 490 positions we hold weights for in IVV and 31 in SHOC, against full books of 508 and 32.
What only one of them owns
Our book lists 6 positions for SHOC that do not appear in our book for IVV (2.4% of the fund), and 460 for IVV that do not appear in SHOC (81.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in SHOC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 22.56% | 14.49% |
| MUMicron Technology, Inc. | 1.63% | 13.57% | 11.94% |
| AVGOBroadcom Inc | 2.65% | 11.05% | 8.40% |
| AMDAdvanced Micro Devices Inc | 1.16% | 4.81% | 3.65% |
| AMATApplied Materials, Inc. | 0.55% | 4.90% | 4.35% |
| LRCXLam Research Corp | 0.57% | 4.72% | 4.15% |
| KLACKla Corp | 0.35% | 4.20% | 3.85% |
| TXNTexas Instrument Inc | 0.36% | 3.89% | 3.53% |
| INTCIntel Corporation | 0.67% | 3.42% | 2.75% |
| MRVLMarvell Technology Group Ltd. | 0.28% | 3.46% | 3.18% |
91.6% of SHOC is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SHOC?
IVV has an expense ratio of 0.03% while SHOC charges 0.40%. IVV is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, IVV or SHOC?
Over the past year IVV returned +15.62% vs +66.69% for SHOC, so SHOC leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +21.12% vs +42.78% for SHOC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SHOC?
SHOC has been the more volatile fund at 32.8% annualized versus 13.1% for IVV. Worst drawdown: IVV -18.8% vs SHOC -37.6%.
Should I hold both IVV and SHOC?
IVV and SHOC have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and SHOC?
91.6% of SHOC's money is in holdings IVV also owns. 91.6% of SHOC's is in holdings IVV also owns. They hold 22 positions in common, counted across the 490 positions we hold weights for in IVV and 31 in SHOC.
Which pays a higher dividend, IVV or SHOC?
IVV yields 1.06% while SHOC yields 0.13%, so IVV currently pays the higher dividend yield.
Is SHOC better than IVV?
IVV has a lower expense ratio. SHOC led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 78.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.