Correlation
The correlation between MCSE and SHOC is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
MCSE vs. SHOC
Compare and contrast key facts about Martin Currie Sustainable International Equity ETF (MCSE) and Strive U.S. Semiconductor ETF (SHOC).
MCSE and SHOC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MCSE is an actively managed fund by Martin Currie. It was launched on Nov 30, 2015. SHOC is a passively managed fund by Strive that tracks the performance of the Bloomberg US Listed Semiconductors Select Index - Benchmark TR Gross. It was launched on Oct 5, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCSE or SHOC.
Performance
MCSE vs. SHOC - Performance Comparison
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Key characteristics
MCSE:
-0.27
SHOC:
-0.06
MCSE:
-0.33
SHOC:
0.14
MCSE:
0.96
SHOC:
1.02
MCSE:
-0.27
SHOC:
-0.14
MCSE:
-0.74
SHOC:
-0.31
MCSE:
9.39%
SHOC:
17.27%
MCSE:
22.15%
SHOC:
44.86%
MCSE:
-26.36%
SHOC:
-37.56%
MCSE:
-12.29%
SHOC:
-14.86%
Returns By Period
In the year-to-date period, MCSE achieves a 6.83% return, which is significantly higher than SHOC's 0.88% return.
MCSE
6.83%
3.95%
4.10%
-6.13%
N/A
N/A
N/A
SHOC
0.88%
12.05%
1.57%
-2.03%
N/A
N/A
N/A
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MCSE vs. SHOC - Expense Ratio Comparison
MCSE has a 0.59% expense ratio, which is higher than SHOC's 0.40% expense ratio.
Risk-Adjusted Performance
MCSE vs. SHOC — Risk-Adjusted Performance Rank
MCSE
SHOC
MCSE vs. SHOC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Martin Currie Sustainable International Equity ETF (MCSE) and Strive U.S. Semiconductor ETF (SHOC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
MCSE vs. SHOC - Dividend Comparison
MCSE's dividend yield for the trailing twelve months is around 0.58%, more than SHOC's 0.28% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
MCSE Martin Currie Sustainable International Equity ETF | 0.58% | 0.62% | 0.57% | 0.48% |
SHOC Strive U.S. Semiconductor ETF | 0.28% | 0.35% | 0.65% | 0.24% |
Drawdowns
MCSE vs. SHOC - Drawdown Comparison
The maximum MCSE drawdown since its inception was -26.36%, smaller than the maximum SHOC drawdown of -37.56%. Use the drawdown chart below to compare losses from any high point for MCSE and SHOC.
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Volatility
MCSE vs. SHOC - Volatility Comparison
The current volatility for Martin Currie Sustainable International Equity ETF (MCSE) is 4.02%, while Strive U.S. Semiconductor ETF (SHOC) has a volatility of 10.93%. This indicates that MCSE experiences smaller price fluctuations and is considered to be less risky than SHOC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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