QQQ vs SHOC
Invesco QQQ Trust, Series 1 vs Strive US Semiconductor ETF
Quick Verdict
QQQ has a lower expense ratio. SHOC delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | SHOC | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.40% | |
| AUM | $496.3B | $244M | |
| Dividend Yield | 0.44% | 0.14% | |
| Holdings | 108 | 32 | |
| YTD Return | +16.23% | +48.02% | |
| 1Y Return | +26.23% | +88.83% | |
| 3Y Return (annualized) | +25.75% | +46.46% | |
| 5Y Return (annualized) | +14.78% | - | |
| Volatility (annualized) | 30.6% | 32.9% | |
| Max Drawdown | -83.0% | -37.6% | |
| Fund Family | Invesco (US) | Strive Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Oct 6, 2022 |
QQQ vs SHOC Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Strive US Semiconductor ETF (SHOC) is a ETF from Strive Asset Management. Over the past year QQQ returned +26.23% while SHOC returned +88.83%. Year to date, QQQ is up 16.23% versus a gain of 48.02% for SHOC.
Over three years, QQQ compounded at +25.75% per year against +46.46% for SHOC. Across the full 4-year window we track, SHOC has the edge at +45.55% annualized vs +13.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHOC has been the more volatile fund, with annualized monthly volatility of 32.9% compared with 30.6% for QQQ. 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 -83.0% for QQQ 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
QQQ charges 0.18% per year while SHOC charges 0.40%. On a $10,000 position that is $18 vs $40 annually, a gap of $22 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.14% for SHOC.
Holdings Overlap
QQQ and SHOC share 21 holdings out of 112 unique holdings combined, representing a 33.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or SHOC?
QQQ has an expense ratio of 0.18% while SHOC charges 0.40%. QQQ is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, QQQ or SHOC?
Over the past year QQQ returned +26.23% vs +88.83% for SHOC, so SHOC leads on 1-year performance. Over the longest common window we track (4 years), QQQ annualized +13.02% vs +45.55% for SHOC. Past performance does not guarantee future results.
Which is riskier, QQQ or SHOC?
SHOC has been the more volatile fund at 32.9% annualized versus 30.6% for QQQ. Worst drawdown: QQQ -83.0% vs SHOC -37.6%.
Should I hold both QQQ and SHOC?
QQQ and SHOC have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between QQQ and SHOC?
QQQ and SHOC share 21 common holdings with a 33.0% weight overlap. Combined, they hold 112 unique securities.
Which pays a higher dividend, QQQ or SHOC?
QQQ yields 0.44% while SHOC yields 0.14%, so QQQ currently pays the higher dividend yield.
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