IVV vs SHOC
iShares Core S&P 500 ETF vs Strive US Semiconductor ETF
Quick Verdict
IVV has a lower expense ratio. SHOC delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SHOC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.40% | |
| AUM | $865.2B | $220M | |
| Dividend Yield | 1.09% | 0.15% | |
| Holdings | 508 | 32 | |
| YTD Return | +13.72% | +54.00% | |
| 1Y Return | +21.64% | +88.12% | |
| 3Y Return (annualized) | +21.55% | +47.54% | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | 33.0% | |
| Max Drawdown | -56.5% | -37.6% | |
| Fund Family | iShares by BlackRock (US) | Strive Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 6, 2022 |
IVV vs SHOC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Strive US Semiconductor ETF (SHOC) is a ETF from Strive Asset Management. Over the past year IVV returned +21.64% while SHOC returned +88.12%. Year to date, IVV is up 13.72% versus a gain of 54.00% for SHOC.
Over three years, IVV compounded at +21.55% per year against +47.54% for SHOC. Across the full 4-year window we track, SHOC has the edge at +47.37% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHOC has been the more volatile fund, with annualized monthly volatility of 33.0% compared with 15.1% 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 -56.5% for IVV and -37.6% for SHOC. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 1.09% against 0.15% for SHOC.
Holdings Overlap
IVV and SHOC share 21 holdings out of 515 unique holdings combined, representing a 17.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $37 per year of difference.
Which performed better, IVV or SHOC?
Over the past year IVV returned +21.64% vs +88.12% for SHOC, so SHOC leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.04% vs +47.37% for SHOC. Past performance does not guarantee future results.
Which is riskier, IVV or SHOC?
SHOC has been the more volatile fund at 33.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SHOC -37.6%.
Should I hold both IVV and SHOC?
IVV and SHOC have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SHOC?
IVV and SHOC share 21 common holdings with a 17.7% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, IVV or SHOC?
IVV yields 1.09% while SHOC yields 0.15%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.