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SHOC - ETF AI Analysis
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Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF (SHOC)
Rating:74Outperform
Price Target:
$69.00
Positive Factors
Strong Top Holdings
Several major holdings, such as Broadcom and Micron, have delivered strong year-to-date performance, supporting the ETF's overall gains.
Focused Sector Exposure
The ETF's heavy focus on the technology sector aligns with the strong growth potential of the semiconductor industry.
Reasonable Expense Ratio
The fund's expense ratio is competitive for a specialized ETF, allowing investors to keep more of their returns.
Negative Factors
High Concentration in Top Holdings
A significant portion of the portfolio is concentrated in a few stocks like Nvidia and Broadcom, increasing individual company risk.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S.-based companies, leaving it vulnerable to domestic market fluctuations.
Underperforming Holding
Texas Instruments has lagged in year-to-date performance, which could weigh on the fund's overall returns.
SHOC vs. SPDR S&P 500 ETF (SPY)
AUM124.09M
RegionNorth America
Expense Ratio0.40%
Beta2.00
IssuerStrive
Inception DateOct 06, 2022
Dividend Yield0.27%
Asset ClassEquity
Index TrackedBloomberg US Listed Semiconductors Select Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,638
30 Day Avg. Volume16,443
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
77.91Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering33
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SHOC Summary
The Strive U.S. Semiconductor ETF (SHOC) is an investment fund that focuses on U.S.-based semiconductor companies, which are essential for powering modern technology like smartphones, cloud computing, and artificial intelligence. It tracks the Solactive United States Semiconductors 30 Capped Index and includes well-known companies such as Nvidia and Broadcom. This ETF is ideal for investors looking to benefit from the growth and innovation in the tech industry. However, it’s important to note that the fund is heavily tied to the technology sector, meaning its value can fluctuate significantly with changes in tech demand or market conditions.
How much will it cost me?The expense ratio for the Strive U.S. Semiconductor ETF (SHOC) is 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to focus on a specific niche, the semiconductor industry, requiring more research and management effort.
What would affect this ETF?The SHOC ETF, focused on U.S.-based semiconductor companies, could benefit from growing demand for advanced technologies like AI, cloud computing, and electric vehicles, which rely heavily on semiconductors. However, it may face challenges from potential regulatory changes, geopolitical tensions affecting supply chains, or economic slowdowns that reduce tech spending. The ETF’s heavy reliance on top holdings like Nvidia and Broadcom also means its performance is closely tied to these companies’ success.
SHOC Top 10 Holdings
The Strive U.S. Semiconductor ETF (SHOC) is heavily concentrated in the semiconductor sector, with Nvidia and Broadcom leading the charge thanks to their strategic focus on AI and infrastructure software. Micron has been a rising star, benefiting from strong earnings and investments in AI, while AMD’s mixed performance reflects valuation concerns despite its growth in data centers. On the flip side, Analog Devices has been lagging, struggling to find upward momentum. With its U.S.-centric exposure, SHOC offers a focused play on the backbone of modern technology, but some holdings face valuation and geopolitical headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 20.70% | $25.68M | $4.35T | 26.02% | 76 Outperform | |
| Broadcom | 19.60% | $24.32M | $1.61T | 107.15% | 76 Outperform | |
| Micron | 6.45% | $8.00M | $232.77B | 102.04% | 75 Outperform | |
| ASML Holding | 5.25% | $6.52M | $366.85B | 43.65% | 81 Outperform | |
| Lam Research | 5.06% | $6.27M | $179.17B | 96.38% | 77 Outperform | |
| Applied Materials | 5.06% | $6.27M | $178.45B | 28.09% | 75 Outperform | |
| Advanced Micro Devices | 5.03% | $6.24M | $331.76B | 47.29% | 74 Outperform | |
| KLA | 4.18% | $5.18M | $144.15B | 71.54% | 79 Outperform | |
| Intel | 3.85% | $4.77M | $164.56B | 40.82% | 56 Neutral | |
| Analog Devices | 3.16% | $3.92M | $114.29B | 8.26% | 75 Outperform |
SHOC Technical Analysis
Neutral
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Price Trends
64.98
Negative
60.47
Positive
52.30
Positive
Market Momentum
-0.49
Positive
40.87
Neutral
20.36
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SHOC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 67.22, equal to the 50-day MA of 64.98, and equal to the 200-day MA of 52.30, indicating a neutral trend. The MACD of -0.49 indicates Positive momentum. The RSI at 40.87 is Neutral, neither overbought nor oversold. The STOCH value of 20.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SHOC.
SHOC Peer Comparison
Comparison Results
Performance Comparison
SHOC
Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF
62.57
16.83
36.79%
PSI
Invesco Dynamic Semiconductors ETF
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IETC
iShares Evolved US Technology ETF
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SOXQ
Invesco PHLX Semiconductor ETF
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SMHX
VanEck Fabless Semiconductor ETF
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CHPY
YieldMax Semiconductor Portfolio Option Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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