SHOC vs. FBCG

Last updated Apr 1, 2026

Compare and contrast key facts about Strive U.S. Semiconductor ETF (SHOC) and Fidelity Blue Chip Growth ETF (FBCG).

SHOC and FBCG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. FBCG is an actively managed fund by Fidelity. It was launched on Jun 3, 2020.

Performance

SHOC vs. FBCG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive U.S. Semiconductor ETF (SHOC) and Fidelity Blue Chip Growth ETF (FBCG). The values are adjusted to include any dividend payments, if applicable.

SHOC vs. FBCG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
SHOC Strive U.S. Semiconductor ETF	5.01%	49.91%	16.74%	61.97%	-1.17%
FBCG Fidelity Blue Chip Growth ETF	-8.61%	18.60%	39.05%	57.98%	-7.22%

Returns By Period

In the year-to-date period, SHOC achieves a 5.01% return, which is significantly higher than FBCG's -8.61% return.

SHOC

• 1D: 5.53%
• 1M: -5.22%
• YTD: 5.01%
• 6M: 15.41%
• 1Y: 81.91%
• 3Y*: 33.41%
• 5Y*: —
• 10Y*: —

FBCG

• 1D: 4.81%
• 1M: -5.43%
• YTD: -8.61%
• 6M: -6.56%
• 1Y: 25.45%
• 3Y*: 25.41%
• 5Y*: 10.98%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SHOC vs. FBCG - Expense Ratio Comparison

SHOC has a 0.40% expense ratio, which is lower than FBCG's 0.59% expense ratio.

FBCG

Fidelity Blue Chip Growth ETF

SHOC

Strive U.S. Semiconductor ETF

Return for Risk

SHOC vs. FBCG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SHOC

SHOC Risk / Return Rank: 94
SHOC Sharpe Ratio Rank: 93
SHOC Sortino Ratio Rank: 93
SHOC Omega Ratio Rank: 91
SHOC Calmar Ratio Rank: 97
SHOC Martin Ratio Rank: 97

FBCG

FBCG Risk / Return Rank: 64
FBCG Sharpe Ratio Rank: 59
FBCG Sortino Ratio Rank: 64
FBCG Omega Ratio Rank: 62
FBCG Calmar Ratio Rank: 69
FBCG Martin Ratio Rank: 64

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SHOC vs. FBCG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive U.S. Semiconductor ETF (SHOC) and Fidelity Blue Chip Growth ETF (FBCG). 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.

	SHOC	FBCG	Difference
Sharpe ratio Return per unit of total volatility	2.17	0.97	+1.20
Sortino ratio Return per unit of downside risk	2.79	1.54	+1.25
Omega ratio Gain probability vs. loss probability	1.39	1.22	+0.17
Calmar ratio Return relative to maximum drawdown	5.24	1.65	+3.59
Martin ratio Return relative to average drawdown	18.45	5.92	+12.54
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SHOC vs. FBCG - Sharpe Ratio Comparison

The current SHOC Sharpe Ratio is 2.17, which is higher than the FBCG Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of SHOC and FBCG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SHOC	FBCG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.17	0.97	+1.20
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.43	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.04	0.67	+0.38

Correlation

The correlation between SHOC and FBCG is 0.85, 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.

Dividends

SHOC vs. FBCG - Dividend Comparison

SHOC's dividend yield for the trailing twelve months is around 0.23%, more than FBCG's 0.05% yield.

	TTM	2025	2024	2023	2022	2021	2020
SHOC Strive U.S. Semiconductor ETF	0.23%	0.23%	0.35%	0.65%	0.24%	0.00%	0.00%
FBCG Fidelity Blue Chip Growth ETF	0.05%	0.05%	0.12%	0.02%	0.00%	0.00%	0.01%

Drawdowns

SHOC vs. FBCG - Drawdown Comparison

The maximum SHOC drawdown since its inception was -37.54%, smaller than the maximum FBCG drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for SHOC and FBCG.

Drawdown Indicators

	SHOC	FBCG	Difference
Max Drawdown Largest peak-to-trough decline	-37.54%	-43.56%	+6.02%
Max Drawdown (1Y) Largest decline over 1 year	-15.48%	-15.17%	-0.31%
Max Drawdown (5Y) Largest decline over 5 years	—	-43.56%	—
Current Drawdown Current decline from peak	-9.87%	-11.09%	+1.22%
Average Drawdown Average peak-to-trough decline	-7.77%	-11.79%	+4.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.40%	4.23%	+0.17%

Volatility

SHOC vs. FBCG - Volatility Comparison

Strive U.S. Semiconductor ETF (SHOC) has a higher volatility of 11.97% compared to Fidelity Blue Chip Growth ETF (FBCG) at 8.22%. This indicates that SHOC's price experiences larger fluctuations and is considered to be riskier than FBCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SHOC	FBCG	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.97%	8.22%	+3.75%
Volatility (6M) Calculated over the trailing 6-month period	24.95%	14.74%	+10.21%
Volatility (1Y) Calculated over the trailing 1-year period	37.95%	26.28%	+11.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.06%	25.82%	+9.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.06%	25.92%	+9.14%