SHOC vs VOO

SHOC vs VOO

Which is better, SHOC or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. SHOC led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 78.2%.

Lower Fees: VOOHigher Returns: SHOCLess Concentrated: VOO

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

MetricSHOCVOO
Expense Ratio0.40%0.03%Best
AUM$224M$997.4B
Dividend Yield0.13%1.04%
Holdings32509
YTD Return+41.05%Best+11.01%
1Y Return+66.69%Best+15.60%
3Y Return (annualized)+45.00%Best+20.82%
5Y Return (annualized)-+12.60%
Volatility (annualized)32.8%13.0%Best
Max Drawdown-37.6%-18.7%Best
$10,000 over 3.9 years$40,105Best$21,113
Top 10 Weight78.2%37.6%Best
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionOct 6, 2022Sep 7, 2010

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).

SHOC vs VOO 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.

SHOC vs VOO Performance

Strive US Semiconductor ETF (SHOC) is an ETF from Strive Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SHOC returned +66.69% while VOO returned +15.60%. Year to date, SHOC is up 41.05% versus a gain of 11.01% for VOO.

Over three years, SHOC compounded at +45.00% per year against +20.82% for VOO. 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 13.0% 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 0.13% against 1.04% for VOO.

Holdings Overlap

SHOC already in VOO90.5%
VOO already in SHOC17.3%

90.5% of SHOC's money is in holdings VOO also owns. 17.3% of VOO's money is in holdings SHOC also owns.

Most of SHOC is already inside VOO. Owning both mostly buys the same companies twice.

21 positions in common, counted across the 31 positions we hold weights for in SHOC and 494 in VOO, against full books of 32 and 509.

What only one of them owns

Our book lists 466 positions for VOO that do not appear in our book for SHOC (81.9% of the fund), and 7 for SHOC that do not appear in VOO (3.5%).

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

StockWeight in SHOCWeight in VOODifference
NVDANvidia Corp22.56%7.55%15.01%
MUMicron Technology, Inc.13.57%1.44%12.13%
AVGOBroadcom Inc11.05%2.86%8.19%
AMDAdvanced Micro Devices Inc4.81%1.21%3.60%
AMATApplied Materials, Inc.4.90%0.63%4.27%
LRCXLam Research Corp4.72%0.57%4.15%
KLACKla Corp4.20%0.37%3.83%
TXNTexas Instrument Inc3.89%0.39%3.50%
INTCIntel Corporation3.42%0.66%2.76%
MRVLMarvell Technology Group Ltd.3.46%0.26%3.20%

90.5% of SHOC is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SHOCVOO

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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, by $37 a year on a $10,000 investment.

Which performed better, SHOC or VOO?

Over the past year SHOC returned +66.69% vs +15.60% for VOO, so SHOC leads on 1-year performance. Over the longest common window we track (4 years), SHOC annualized +42.78% vs +21.12% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SHOC or VOO?

SHOC has been the more volatile fund at 32.8% annualized versus 13.0% for VOO. Worst drawdown: SHOC -37.6% vs VOO -18.7%.

Should I hold both SHOC and VOO?

SHOC and VOO have a monthly-return correlation of 0.78, 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 SHOC and VOO?

90.5% of SHOC's money is in holdings VOO also owns. 17.3% of VOO's is in holdings SHOC also owns. They hold 21 positions in common, counted across the 31 positions we hold weights for in SHOC and 494 in VOO.

Which pays a higher dividend, SHOC or VOO?

SHOC yields 0.13% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than SHOC?

VOO has a lower expense ratio. SHOC led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% 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.