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ISIN
US02072L6728
Issuer
Strive
Inception Date
Oct 5, 2022
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Bloomberg US Listed Semiconductors Select Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$225M

Highlights

Avg. Volume (1M)
18K
Avg. Volume Value (1M)
$1.87M

Share Price Chart


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Performance

SHOC Performance Chart

Strive U.S. Semiconductor ETF (SHOC) is up 46.9% since the beginning of the year. SHOC is currently trading at $101 per share.


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Benchmark

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Returns By Period

Strive U.S. Semiconductor ETF (SHOC) has returned 46.90% so far this year and 85.23% over the past 12 months.


Strive U.S. Semiconductor ETF

1D
0.16%
1M
-7.69%
6M
32.26%
YTD
46.90%
1Y
85.23%
3Y*
40.54%
5Y*
10Y*
ALL TIME*
44.63%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHOC Monthly Returns History

Based on dividend-adjusted daily data since Oct 6, 2022, SHOC's average daily return is +0.17%, while the average monthly return is +3.54%. At this rate, an investment would double in approximately 1.7 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2026 with a return of +32.5%, while the worst month was Jul 2026 at -17.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, SHOC closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +17.7%, while the worst single day was Jan 27, 2025 at -10.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202611.07%-0.25%-5.22%32.53%16.97%9.30%-17.43%46.90%
2025-0.28%-3.45%-10.12%0.78%14.76%15.85%4.04%0.96%11.99%11.57%-2.26%0.79%49.91%
20240.23%10.70%2.17%-6.06%12.88%6.69%-5.94%-1.70%0.29%-3.67%1.22%0.68%16.74%
202313.09%1.78%8.91%-7.28%14.93%6.22%5.61%-4.63%-6.76%-7.14%15.90%12.94%61.97%
2022-5.12%15.86%-10.67%-1.79%

Benchmark Metrics

Strive U.S. Semiconductor ETF has an annualized alpha of 7.79%, beta of 1.89, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since October 06, 2022.

  • This ETF captured 235.58% of S&P 500 Index gains and 148.34% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This ETF generated an annualized alpha of 7.79% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 1.89 means this ETF moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

Alpha
7.79%
Beta
1.89
0.64
Upside Capture
235.58%
Downside Capture
148.34%

Expense Ratio

SHOC has an expense ratio of 0.40%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SHOC ranks 83 for risk / return — above 83% of ETFs peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.


SHOC Risk / Return Rank: 8383
Overall Rank
SHOC Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
SHOC Sortino Ratio Rank: 7777
Sortino Ratio Rank
SHOC Omega Ratio Rank: 7878
Omega Ratio Rank
SHOC Calmar Ratio Rank: 8585
Calmar Ratio Rank
SHOC Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Strive U.S. Semiconductor ETF (SHOC) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SHOCBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.66

Sortino ratioReturn per unit of downside risk

+0.52

Omega ratioGain probability vs. loss probability

1.33

1.25

+0.07

Calmar ratioReturn relative to maximum drawdown

3.29

2.00

+1.29

Martin ratioReturn relative to average drawdown

13.55

8.49

+5.06

Dividends

Dividend History

Strive U.S. Semiconductor ETF provided a 0.14% dividend yield over the last twelve months, with an annual payout of $0.14 per share.


0.20%0.30%0.40%0.50%0.60%$0.00$0.05$0.10$0.15$0.20$0.252022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.14$0.16$0.16$0.26$0.06

Dividend yield

0.14%0.23%0.35%0.65%0.24%

Monthly Dividends

The table displays the monthly dividend distributions for Strive U.S. Semiconductor ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.04$0.00$0.00$0.03$0.00$0.07
2025$0.00$0.00$0.03$0.00$0.00$0.06$0.00$0.00$0.04$0.00$0.00$0.03$0.16
2024$0.00$0.00$0.06$0.00$0.00$0.02$0.00$0.00$0.04$0.00$0.00$0.04$0.16
2023$0.00$0.00$0.07$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.07$0.26
2022$0.06$0.06

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Strive U.S. Semiconductor ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Strive U.S. Semiconductor ETF was 37.54%, occurring on Apr 4, 2025. Recovery took 65 trading sessions.

The current Strive U.S. Semiconductor ETF drawdown is 19.15%.


Drawdown

Fall

Recovery

Underwater

Related event

-37.54%Apr 2025
8mo 27d3mo 7d
12mo 4dJul 2024 - Jul 2025
2025 selloff2025
-25.20%Jul 2026
1mo 6d
1mo 10dJun 2026 - now
-18.39%Oct 2023
2mo 29d1mo 13d
4mo 12dAug 2023 - Dec 2023
-17.56%Apr 2024
1mo 12d1mo 5d
2mo 17dMar 2024 - May 2024
-14.59%Mar 2026
1mo 2d9d
1mo 11dFeb 2026 - Apr 2026

Drawdown Indicators


SHOCBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-37.54%

-56.78%

+19.24%

Max Drawdown (1Y)

Largest decline over 1 year

-25.20%

-9.10%

-16.10%

Max Drawdown (3Y)

Largest decline over 3 years

-37.54%

-18.90%

-18.64%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-19.15%

-1.58%

-17.57%

Average Drawdown

Average peak-to-trough decline

-7.59%

-10.70%

+3.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.11%

2.14%

+3.97%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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