STXG vs. SHOC

Last updated Apr 1, 2026

Compare and contrast key facts about Strive 1000 Growth ETF (STXG) and Strive U.S. Semiconductor ETF (SHOC).

STXG and SHOC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STXG is a passively managed fund by Strive that tracks the performance of the Bloomberg US 1000 Growth. It was launched on Nov 9, 2022. 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. Both STXG and SHOC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

STXG vs. SHOC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 1000 Growth ETF (STXG) and Strive U.S. Semiconductor ETF (SHOC). The values are adjusted to include any dividend payments, if applicable.

STXG vs. SHOC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
STXG Strive 1000 Growth ETF	-7.67%	17.82%	28.53%	35.95%	-3.74%
SHOC Strive U.S. Semiconductor ETF	5.01%	49.91%	16.74%	61.97%	-6.28%

Returns By Period

In the year-to-date period, STXG achieves a -7.67% return, which is significantly lower than SHOC's 5.01% return.

STXG

• 1D: 3.58%
• 1M: -5.36%
• YTD: -7.67%
• 6M: -5.77%
• 1Y: 17.75%
• 3Y*: 19.28%
• 5Y*: —
• 10Y*: —

SHOC

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

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

STXG vs. SHOC - Expense Ratio Comparison

STXG has a 0.18% expense ratio, which is lower than SHOC's 0.40% expense ratio.

SHOC

Strive U.S. Semiconductor ETF

STXG

Strive 1000 Growth ETF

Return for Risk

STXG vs. SHOC — Risk / Return Rank

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

STXG

STXG Risk / Return Rank: 52
STXG Sharpe Ratio Rank: 47
STXG Sortino Ratio Rank: 51
STXG Omega Ratio Rank: 52
STXG Calmar Ratio Rank: 56
STXG Martin Ratio Rank: 55

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

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.

STXG vs. SHOC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Growth ETF (STXG) 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.

	STXG	SHOC	Difference
Sharpe ratio Return per unit of total volatility	0.86	2.17	-1.31
Sortino ratio Return per unit of downside risk	1.36	2.79	-1.42
Omega ratio Gain probability vs. loss probability	1.20	1.39	-0.19
Calmar ratio Return relative to maximum drawdown	1.44	5.24	-3.81
Martin ratio Return relative to average drawdown	5.37	18.45	-13.08
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

STXG vs. SHOC - Sharpe Ratio Comparison

The current STXG Sharpe Ratio is 0.86, which is lower than the SHOC Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of STXG and SHOC, 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

	STXG	SHOC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.86	2.17	-1.31
Sharpe Ratio (All Time) Calculated using the full available price history	1.12	1.04	+0.07

Correlation

The correlation between STXG and SHOC is 0.82, 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

STXG vs. SHOC - Dividend Comparison

STXG's dividend yield for the trailing twelve months is around 0.55%, more than SHOC's 0.23% yield.

	TTM	2025	2024	2023	2022
STXG Strive 1000 Growth ETF	0.55%	0.48%	0.51%	0.55%	0.16%
SHOC Strive U.S. Semiconductor ETF	0.23%	0.23%	0.35%	0.65%	0.24%

Drawdowns

STXG vs. SHOC - Drawdown Comparison

The maximum STXG drawdown since its inception was -21.22%, smaller than the maximum SHOC drawdown of -37.54%. Use the drawdown chart below to compare losses from any high point for STXG and SHOC.

Drawdown Indicators

	STXG	SHOC	Difference
Max Drawdown Largest peak-to-trough decline	-21.22%	-37.54%	+16.32%
Max Drawdown (1Y) Largest decline over 1 year	-12.62%	-15.48%	+2.86%
Current Drawdown Current decline from peak	-9.49%	-9.87%	+0.38%
Average Drawdown Average peak-to-trough decline	-2.67%	-7.77%	+5.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.37%	4.40%	-1.03%

Volatility

STXG vs. SHOC - Volatility Comparison

The current volatility for Strive 1000 Growth ETF (STXG) is 6.45%, while Strive U.S. Semiconductor ETF (SHOC) has a volatility of 11.97%. This indicates that STXG 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.

Volatility by Period

	STXG	SHOC	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.45%	11.97%	-5.52%
Volatility (6M) Calculated over the trailing 6-month period	11.42%	24.95%	-13.53%
Volatility (1Y) Calculated over the trailing 1-year period	20.78%	37.95%	-17.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.66%	35.06%	-17.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.66%	35.06%	-17.40%