Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

SHOC vs SOXX: which is really different?

SHOC and SOXX hold 69% of their weight in the same names, and SOXX returned more over the year.

Strive U.S. Semiconductor ETF and iShares Semiconductor ETF.

90.7%SHOC in the S&P 500
74.1%SOXX in the S&P 500
+72.0%SHOC total return, 1 year
+99.9%SOXX total return, 1 year

ETFIQ Off-Index Score: SOXX scores higher

How much of it is not the index it is sold as an alternative to?

SHOC 10.7SOXX 140.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

SHOC9% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
91%9%of its weight in S&P 500 companiesoutsideactive share 80% · top ten 77% of the fund · 30 holdings filed Jun 30, 2026 · Nasdaq-100: 86% in91%9%of its weight in S&P 500 companies9% of its weight outside the S&P 500active share 80% · top ten 77% of the fund
SOXX26% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
74%26%of its weight in S&P 500 companiesoutside the S&P 500active share 82% · top ten 62% of the fund · 34 holdings filed Sep 17, 2026 · Nasdaq-100: 66% in74%26%in the S&P 500outsideactive share 82% · top ten 62% of the fund

69% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, SHOC and SOXX hold 69% of their money in the same securities at the same weight.

Positions SHOC and SOXX both hold, largest shared weight first
HoldingSHOCSOXX
Micron Technology Inc14.10%8.06%
NVIDIA Corp17.62%7.66%
Broadcom Inc9.72%7.35%
Advanced Micro Devices Inc5.10%9.05%
Intel Corp4.62%9.23%
MARVELL TECHNOLOGY INC4.22%4.39%
Texas Instruments Inc3.85%3.89%
KLA CORP5.21%3.84%
Applied Materials Inc6.67%3.69%
Lam Research Corp4.97%3.64%
Analog Devices Inc3.05%3.95%
QUALCOMM Inc1.54%3.97%
Only in each
Only in SHOCOnly in SOXX
Cadence Design Systems Inc 1.63%SK HYNIX AMERICAN DEPOSITARY SHARE 3.32%
Synopsys Inc 1.35%TAIWAN SEMICONDUCTOR MANUFACTURING 3.05%
Keysight Technologies Inc 0.93%CREDO TECHNOLOGY GROUP HOLDING LTD 1.56%
TE Connectivity PLC 0.92%MACOM TECHNOLOGY SOLUTIONS 1.03%
Qnity Electronics Inc 0.54%CEREBRAS SYSTEMS INC CLASS A 1.00%
MKS Inc 0.46%ASE TECHNOLOGY HOLDING ADR REPRESE 0.89%
Rambus Inc 0.23%UNITED MICRO ELECTRONICS ADR REP 0.72%
BLK CSH FND TREASURY SL AGENCY 0.10%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 18, 2026.

Performance, window by window

SHOC and SOXX over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
SHOCSOXXSHOCSOXXSHOCSOXX
3 months−13.7%−16.6%−16.0 pts−18.8 pts−11.3 pts−14.1 pts
6 months+46.1%+60.5%+28.0 pts+42.5 pts+21.8 pts+36.3 pts
1 year+72.0%+99.9%+55.5 pts+83.3 pts+50.3 pts+78.1 pts
3 years+224.8%+241.0%+146.4 pts+162.6 pts+126.7 pts+142.8 pts
Since launch+331.6%+3732.7%+216.6 pts+2929.2 pts+167.8 pts+2042.5 pts
Open the live comparison on ETFIQ
SHOC and SOXX on the same fields, as of Sep 18, 2026. Source: ETFIQ.
SHOC
Strive U.S. Semiconductor ETF
Holds 30 stocks in semiconductors, 91% of its weight in S&P 500 companies
SOXX
iShares Semiconductor ETF
Holds 34 stocks in semiconductors, 74% of its weight in S&P 500 companies
IssuerStriveiShares
ThemeSemiconductorsSemiconductors
In the S&P 50090.7%74.1%
Active share vs the S&P 50080.4%82.3%
In the Nasdaq-10086.2%65.7%
Holdings3034
Top ten, share of the fund77.3%62.3%
Expense ratio0.40%0.33%
Fee for the differing part0.50%0.40%
Total return, 1 year+72.0%+99.9%
vs the S&P 500+55.5 pts+83.3 pts
vs the Nasdaq-100+50.3 pts+78.1 pts
Below its high−15.2%−18.6%
Net assets$278m$45.4bn

SHOC in plain words

By weight, 91% of SHOC's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 80%. The top ten holdings are 77% of the fund across 30 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned +72.0% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 55.5 pts. It sits 15.2% below its all-time high of Jun 22, 2026.

SOXX in plain words

By weight, 74% of SOXX's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 82%. The top ten holdings are 62% of the fund across 34 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +99.9% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 83.3 pts. It sits 18.6% below its all-time high of Jun 22, 2026.

Questions people ask

Do SHOC and SOXX hold the same stocks?
By their latest filings, 69% of their books are the same securities at the same weight, which is close to holding one of them twice. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, SHOC or SOXX?
SHOC has 91% of its weight in S&P 500 names and SOXX has 74%, so SOXX differs more from the index.
Which is cheaper, SHOC or SOXX?
SHOC charges 0.40% a year and SOXX charges 0.33%, so SOXX is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

SHOC against SOXX, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SHOC against SOXX, data as of Sep 18, 2026. https://etfiq.com/compare/themes/shoc-vs-soxx Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources