Strive U.S. Semiconductor ETF (SHOC) Performance
SHOC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +39.7% since Dec 31, 2025
- 1 year
- +45.6% total return
- 3 years
- +46.1% a year
- Since first price
- +40.1% a year since 2022
SHOC trailing returns vs SPY, QQQ, AGG
| Period | SHOC total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −13.3% | −13.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −11.6% | −11.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.6% | +4.5% | +7.8% | +8.4% | −1.5% |
| YTD | +39.7% | +39.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +45.6% | +45.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +211.7%+46.1%/yr | +208.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionOct 6, 2022 | +291.3%+40.1%/yr | +284.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SHOC vs SPY
From Oct 6, 2022: SHOC grew to $39,133, SPY to $21,448.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SHOC returns by calendar year
3 of 3 full years positive. Best 2023 (+62.0%), worst 2024 (+16.7%). 2026 is year to date.
SHOC annual returns table
| Year | SHOC | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +39.7% | −25.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +49.9% | −32.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +16.7% | −25.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +62.0% | −18.4% | +26.2% | +54.9% | +5.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SHOC largest drawdowns
Now 23.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jul 10, 2024 | −37.5% | Apr 4, 2025 | Jul 10, 2025 | 9 months | 1.0 years |
| Jun 22, 2026 | −25.2% | Jul 29, 2026 | not yet | 37 days | 4 months so far |
| Aug 1, 2023 | −18.4% | Oct 30, 2023 | Dec 12, 2023 | 3 months | 4 months |
| Mar 7, 2024 | −17.6% | Apr 19, 2024 | May 24, 2024 | 43 days | 3 months |
| Feb 25, 2026 | −14.6% | Mar 30, 2026 | Apr 8, 2026 | 33 days | 42 days |
| Oct 6, 2022 | −13.5% | Oct 14, 2022 | Nov 10, 2022 | 8 days | 35 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SHOC risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +51.4% | +49.2% |
| Volatility (annualized) | 33.0% | 32.7% |
| Sharpe ratio | 1.30 | 1.26 |
| Sortino ratio | 2.94 | 2.73 |
| Best month | +32.5% | +32.5% |
| Worst month | −17.4% | −17.4% |
| Best 12 months | +143.8% | +143.8% |
| Worst 12 months | −10.9% | −10.9% |
| Positive months | 67% | 66% |
| Beta vs S&P 500 | 2.05 | — |
| Correlation with S&P 500 | 0.77 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SHOC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 37 | −10.9% | +45.8% | +143.8% | 92% |
| 3-year (a year) | 13 | +33.4% | +43.9% | +52.6% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
SHOC performance overview
Strive U.S. Semiconductor ETF (SHOC) returned +45.6% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +40.1% a year, turning $10,000 into about $39,133. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −37.5%, from Jul 10, 2024 to Apr 4, 2025, and it took 3 months to get back to the old high. SHOC finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+62.0%) and the worst 2024 (+16.7%). Volatility has been 32.7% a year.
Related: SHOC chart, SHOC holdings, SHOC dividends, SHOC valuation. See the SHOC overview for the latest quote and fund facts.
SHOC performance FAQ
What is the SHOC return over the past year?
SHOC returned +45.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 45.4%.
How much would $10,000 invested in SHOC be worth?
$10,000 invested in SHOC at its first recorded close on October 6, 2022 would be worth about $39,133 on October 23, 2026 with distributions reinvested.
What was the worst year for SHOC?
The worst calendar year was 2024, with a total return of +16.7%. The best was 2023 at +62.0%.
What is the biggest drawdown of SHOC?
The largest peak-to-trough decline was −37.5% between July 10, 2024 and April 4, 2025. It recovered to the old high on July 10, 2025, 3 months after the bottom.
How volatile is SHOC?
Over the past 3 years SHOC had an annualized volatility of 33.0% and a Sharpe ratio of 1.30 (excess return over 1–3 month T-bills per unit of risk).