SHOC vs VOO
Strive US Semiconductor ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SHOC delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SHOC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.03% | |
| AUM | $220M | $979.0B | |
| Dividend Yield | 0.15% | 1.09% | |
| Holdings | 32 | 509 | |
| YTD Return | +54.00% | +13.72% | |
| 1Y Return | +88.12% | +21.63% | |
| 3Y Return (annualized) | +47.54% | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 33.0% | 14.1% | |
| Max Drawdown | -37.6% | -34.3% | |
| Fund Family | Strive Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 6, 2022 | Sep 7, 2010 |
SHOC vs VOO Performance
Strive US Semiconductor ETF (SHOC) is a ETF from Strive Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SHOC returned +88.12% while VOO returned +21.63%. Year to date, SHOC is up 54.00% versus a gain of 13.72% for VOO.
Over three years, SHOC compounded at +47.54% per year against +21.55% for VOO. Across the full 4-year window we track, SHOC has the edge at +47.37% annualized vs +13.56%. 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 14.1% for VOO. 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 -37.6% for SHOC and -34.3% for VOO. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SHOC charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, SHOC currently yields 0.15% against 1.09% for VOO.
Holdings Overlap
SHOC and VOO share 21 holdings out of 515 unique holdings combined, representing a 19.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SHOC or VOO?
SHOC has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
Which performed better, SHOC or VOO?
Over the past year SHOC returned +88.12% vs +21.63% for VOO, so SHOC leads on 1-year performance. Over the longest common window we track (4 years), SHOC annualized +47.37% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, SHOC or VOO?
SHOC has been the more volatile fund at 33.0% annualized versus 14.1% for VOO. Worst drawdown: SHOC -37.6% vs VOO -34.3%.
Should I hold both SHOC and VOO?
SHOC and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SHOC and VOO?
SHOC and VOO share 21 common holdings with a 19.5% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, SHOC or VOO?
SHOC yields 0.15% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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