SHOC vs. FSELX
Compare and contrast key facts about Strive U.S. Semiconductor ETF (SHOC) and Fidelity Select Semiconductors Portfolio (FSELX).
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. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHOC or FSELX.
Performance
SHOC vs. FSELX - Performance Comparison
Returns By Period
In the year-to-date period, SHOC achieves a 13.77% return, which is significantly lower than FSELX's 37.98% return.
SHOC
13.77%
-3.28%
0.21%
29.08%
N/A
N/A
FSELX
37.98%
-3.46%
5.09%
41.32%
22.76%
17.99%
Key characteristics
| SHOC | FSELX | |
|---|---|---|
| Sharpe Ratio | 0.84 | 1.13 |
| Sortino Ratio | 1.29 | 1.65 |
| Omega Ratio | 1.17 | 1.21 |
| Calmar Ratio | 1.13 | 1.68 |
| Martin Ratio | 2.82 | 4.77 |
| Ulcer Index | 10.34% | 8.57% |
| Daily Std Dev | 34.61% | 36.04% |
| Max Drawdown | -25.71% | -81.70% |
| Current Drawdown | -17.76% | -11.60% |
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SHOC vs. FSELX - Expense Ratio Comparison
SHOC has a 0.40% expense ratio, which is lower than FSELX's 0.68% expense ratio.
Correlation
The correlation between SHOC and FSELX is 0.97, 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.
Risk-Adjusted Performance
SHOC vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive U.S. Semiconductor ETF (SHOC) and Fidelity Select Semiconductors Portfolio (FSELX). 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.
Dividends
SHOC vs. FSELX - Dividend Comparison
SHOC's dividend yield for the trailing twelve months is around 0.42%, more than FSELX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHOC Strive U.S. Semiconductor ETF | 0.42% | 0.65% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 0.07% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% | 0.61% |
Drawdowns
SHOC vs. FSELX - Drawdown Comparison
The maximum SHOC drawdown since its inception was -25.71%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for SHOC and FSELX. For additional features, visit the drawdowns tool.
Volatility
SHOC vs. FSELX - Volatility Comparison
The current volatility for Strive U.S. Semiconductor ETF (SHOC) is 8.56%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.31%. This indicates that SHOC experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.