SHOC vs VYM
Strive US Semiconductor ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SHOC delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SHOC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.04% | |
| AUM | $220M | $79.0B | |
| Dividend Yield | 0.15% | 2.86% | |
| Holdings | 32 | 568 | |
| YTD Return | +50.65% | +16.16% | |
| 1Y Return | +88.41% | +26.05% | |
| 3Y Return (annualized) | +46.51% | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 33.0% | 14.6% | |
| Max Drawdown | -37.6% | -58.8% | |
| Fund Family | Strive Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 6, 2022 | Nov 10, 2006 |
SHOC vs VYM Performance
Strive US Semiconductor ETF (SHOC) is a ETF from Strive Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SHOC returned +88.41% while VYM returned +26.05%. Year to date, SHOC is up 50.65% versus a gain of 16.16% for VYM.
Over three years, SHOC compounded at +46.51% per year against +18.43% for VYM. Across the full 4-year window we track, SHOC has the edge at +46.57% annualized vs +7.09%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SHOC charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, SHOC currently yields 0.15% against 2.86% for VYM.
Holdings Overlap
SHOC and VYM share 8 holdings out of 581 unique holdings combined, representing a 9.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SHOC or VYM?
SHOC has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, SHOC or VYM?
Over the past year SHOC returned +88.41% vs +26.05% for VYM, so SHOC leads on 1-year performance. Over the longest common window we track (4 years), SHOC annualized +46.57% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, SHOC or VYM?
SHOC has been the more volatile fund at 33.0% annualized versus 14.6% for VYM. Worst drawdown: SHOC -37.6% vs VYM -58.8%.
Should I hold both SHOC and VYM?
SHOC and VYM have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SHOC and VYM?
SHOC and VYM share 8 common holdings with a 9.6% weight overlap. Combined, they hold 581 unique securities.
Which pays a higher dividend, SHOC or VYM?
SHOC yields 0.15% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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