SHOC vs VXUS

Quick Verdict

VXUS has a lower expense ratio. SHOC delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: SHOCMore Diversified: VXUS

Side-by-Side Comparison

MetricSHOCVXUSWinner
Expense Ratio0.40%0.05%
AUM$220M$156.5B
Dividend Yield0.15%2.60%
Holdings328,747
YTD Return+53.14%+14.57%
1Y Return+93.54%+27.82%
3Y Return (annualized)+46.46%+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)33.0%15.1%
Max Drawdown-37.6%-39.9%
Fund FamilyStrive Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionOct 6, 2022Jan 26, 2011

SHOC vs VXUS Performance

Strive US Semiconductor ETF (SHOC) is a ETF from Strive Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SHOC returned +93.54% while VXUS returned +27.82%. Year to date, SHOC is up 53.14% versus a gain of 14.57% for VXUS.

Over three years, SHOC compounded at +46.46% per year against +19.27% for VXUS. Across the full 4-year window we track, SHOC has the edge at +47.36% annualized vs +4.86%. 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 VXUS. 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 -39.9% for VXUS. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SHOC charges 0.40% per year while VXUS charges 0.05%. On a $10,000 position that is $40 vs $5 annually, a gap of $35 per year that compounds over a long holding period. On income, SHOC currently yields 0.15% against 2.60% for VXUS.

Holdings Overlap

1.3%overlap

SHOC and VXUS share 3 holdings out of 7889 unique holdings combined, representing a 1.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SHOCWeight in VXUSDifference
ASML:AS4.96%1.29%3.67%
STM:AS0.76%0.01%0.75%
TSEM:IL0.39%0.03%0.36%

Frequently Asked Questions

Which is cheaper, SHOC or VXUS?

SHOC has an expense ratio of 0.40% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, SHOC or VXUS?

Over the past year SHOC returned +93.54% vs +27.82% for VXUS, so SHOC leads on 1-year performance. Over the longest common window we track (4 years), SHOC annualized +47.36% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, SHOC or VXUS?

SHOC has been the more volatile fund at 33.0% annualized versus 15.1% for VXUS. Worst drawdown: SHOC -37.6% vs VXUS -39.9%.

Should I hold both SHOC and VXUS?

SHOC and VXUS have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SHOC and VXUS?

SHOC and VXUS share 3 common holdings with a 1.3% weight overlap. Combined, they hold 7889 unique securities.

Which pays a higher dividend, SHOC or VXUS?

SHOC yields 0.15% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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