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SHOC

GradeBNew York Stock Exchange

Strive U.S. Semiconductor ETF

Themes · Strive · Inception 2022-10-05

$110.47−1.54 (−1.37%)

As of Sep 23, 2026, 2:20 PM EDT

History starts Oct 6, 2022.
Intraday session: down, 58 prints from 112.02 to 110.47. Range 109.58 to 111.50. Use the arrow keys to read each point.$109.50$110.00$111.00$111.5010 AM12 PM2 PM4 PM
Expense ratio
0.40%
Fund size
$242M
1Y return
+79.8%
Yield · Last 12 months
0.12%
Holdings
32
Volume · 30D
0M sh
NAV per share
$109.70
52W range
low $60.40high $124.68

The ETF.net SHOC Grade

B

59/ 100

Rank 10 of 25 in Semiconductors

Confidence Medium

Six-pillar profile for SHOC. Scores out of 100: Cost 67, Risk 63, Mission not scored, Tradability 45, Holdings 54, Durability 61. Strongest: Cost (67). Weakest: Tradability (45). Based on 5 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 59 of 100 sits in the B band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    BScore 67
    Category rank9/25 · top 36%
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    Not scored
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    BScore 63
    Category rank4/15 · top 27%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    CScore 45
    Category rank13/25 · mid-pack
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    CScore 54
    Category rank11/20 · mid-pack
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    BScore 61
    Category rank11/25 · top 44%

Graded as of Sep 22, 2026 · Based on 5 of 6 pillars

Our read on SHOC

ETF.net Research

BSHOC keeps the chip trade domestic and compact: roughly 30 U.S.-listed semiconductor names from Solactive's capped index, with position limits so one megacap can't run the whole show. Strive launched it in 2022.

Stated mandate

The Fund seeks to track, before fees and expenses, the total return of an index composed of U.S.-listed equities in the semiconductor sector. Its specified index is the Solactive United States Semiconductors 30 Capped Index.

Why people hold it

  1. 01Domestic by design. The index is built from U.S.-listed semiconductor equities, so this is a stateside silicon basket rather than a global chip fund.
  2. 02The capped index limits how large any single name can grow inside a roughly 30-stock portfolio, spreading weight across more of the chip complex than a top-heavy build.
  3. 03Rules over hunches: it tracks a named Solactive index, and the sector, geography and objective are spelled out in the fund's own registration statement.

Worth knowing

  1. 01Fee math is the trade-off: 0.40% a year sits above the semiconductor group's median and above cheap index rivals like CHPS (0.15%) and SOXQ (0.19%).
  2. 02It trades lighter than the category's household names such as SMH and SOXX, so bid-ask spreads can run wider and size takes more care to work.
  3. 03Concentration cuts both ways. About 30 stocks in one cyclical industry means this rides the chip cycle rather than smoothing it out.

SHOC Holdings

As of Sep 22, 2026, 10:44 PM
Asset class
Stocks
Holdings
32
Top-10 weight
74%
Largest holding
MU15.7%

Sectors

  • Technology100.0%

Geography

  • United States86.96%
  • South Korea5.27%
  • Netherlands5.17%
  • Ireland1.02%
  • United Kingdom0.65%
  • Switzerland0.53%
  • Israel0.39%
The fund’s holdings, weight-ordered — page 1 of 3.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001MUMicron Technology Inc15.73%28,465$30M655
002AVGOBroadcom Inc11.31%58,901$21M732
003AMDAdvanced Micro Devices Inc7.16%21,979$14M618
004INTCIntel Corp7.12%110,462$13M492
005SKHYSK hynix Inc6.55%65,510$12M16
006LRCXLam Research Corp5.34%33,377$10M591
007ASMLASML Holding NV5.30%5,853$10M199
008TXNTexas Instruments Inc5.14%35,855$10M497
009AMATApplied Materials Inc5.07%20,618$10M558
010KLACKLA CORP5.00%51,293$9M506
011MRVLMARVELL TECHNOLOGY INC4.67%34,301$9M458
012ADIAnalog Devices Inc3.85%19,007$7M474
013QCOMQUALCOMM Inc2.12%20,623$4M523
014CDNSCadence Design Systems Inc1.67%10,709$3M438
015SNPSSynopsys Inc1.58%7,428$3M376

Showing 1–15 of 31 holdings

SHOC Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

SHOC$17,985
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. SHOC $17,985. SPY $11,723. Use the arrow keys to read each point.$8,692$14,778$20,865Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for SHOC. Periods over one year show the average yearly return.
PeriodSHOC
Year to date+63.2%
1 month+7.2%
3 months−10.2%
1 year+79.8%
3 years+52.4%per year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for SHOC
YearReturn barSHOC
2026 YTD+63.2%
2025+49.9%
2024+16.7%
2023+62.0%
2022−1.2%

History from Oct 6, 2022

SHOC in the news

ETF.net Research hasn’t filed on SHOC yet — coverage lands here as it’s written.

SHOC Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
0.12%Last 12 months
Payout per share
$0.14Last 12 months
Last payment
$0.03 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2022–2026

One bar per payment. 15 payments from 2022 to 2026 YTD. Dec 29, 2022 $0.06; Mar 29, 2023 $0.07; Jun 28, 2023 $0.06; Sep 27, 2023 $0.06; Dec 20, 2023 $0.07; Mar 26, 2024 $0.06; Jun 27, 2024 $0.02; Sep 27, 2024 $0.04; Dec 30, 2024 $0.04; Mar 28, 2025 $0.03; Jun 27, 2025 $0.06; Sep 29, 2025 $0.04; Dec 11, 2025 $0.03; Mar 30, 2026 $0.04; Jun 29, 2026 $0.03. Use the arrow keys to read each point.20222023202420252026YTD
Ex-datePay dateAmount per share
Jun 29, 2026Jun 30, 2026$0.03
Mar 30, 2026Mar 31, 2026$0.04
Dec 11, 2025Dec 12, 2025$0.03
Sep 29, 2025Sep 30, 2025$0.04
Jun 27, 2025Jun 30, 2025$0.06
Mar 28, 2025Mar 31, 2025$0.03
Dec 30, 2024Dec 31, 2024$0.04
Sep 27, 2024Sep 30, 2024$0.04
Jun 27, 2024Jun 28, 2024$0.02
Mar 26, 2024Mar 28, 2024$0.06
Dec 20, 2023Dec 22, 2023$0.07
Sep 27, 2023Sep 29, 2023$0.06

SHOC Risk

How much the fund’s monthly returns vary, scaled to a year.
33.5%
Annualised · 36 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.13
vs 3-month T-bills · to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−37.5%
47 months · trough Apr 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
1.95
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

SHOC Cost

Expense ratio0.40%
  • The middle half of Semiconductors funds
  • Median 0.60%

8 of the 25 Semiconductors funds charge less.

SHOC costs $40.00 a year on $10,000. The median Semiconductors fund costs $60.00.