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SHOC - ETF AI Analysis
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Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF (SHOC)
Rating:75Outperform
Price Target:―
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)
AUM149.51M
RegionNorth America
Expense Ratio0.40%
Beta1.98
IssuerStrive
Inception DateOct 06, 2022
Dividend Yield0.22%
Asset ClassEquity
Index TrackedBloomberg US Listed Semiconductors Select Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,022
30 Day Avg. Volume16,358
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
83.53Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering31
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 riding the wave of innovation in the semiconductor industry, with Nvidia and Broadcom leading the charge thanks to their strategic focus on AI and infrastructure technologies. Micron and Lam Research are also rising stars, benefiting from strong financial performance and bullish technical indicators. However, Texas Instruments is lagging, weighed down by valuation concerns and weaker momentum. With nearly all holdings rooted in U.S.-based technology companies, this fund is laser-focused on semiconductors, offering investors a concentrated play on the backbone of modern tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 20.37% | $30.46M | $4.60T | 36.15% | 76 Outperform | |
| Broadcom | 16.08% | $24.04M | $1.63T | 48.22% | 76 Outperform | |
| Micron | 6.04% | $9.03M | $382.17B | 229.19% | 79 Outperform | |
| Lam Research | 5.48% | $8.20M | $255.07B | 169.20% | 77 Outperform | |
| Applied Materials | 4.99% | $7.47M | $231.70B | 64.08% | 77 Outperform | |
| ASML Holding | 4.75% | $7.10M | $468.07B | 61.61% | 81 Outperform | |
| KLA | 4.68% | $7.00M | $178.65B | 93.92% | 77 Outperform | |
| Intel | 4.66% | $6.96M | $212.50B | 114.67% | 64 Neutral | |
| Texas Instruments | 4.50% | $6.72M | $168.74B | -0.89% | 78 Outperform | |
| Analog Devices | 3.83% | $5.73M | $143.41B | 40.87% | 78 Outperform |
SHOC Technical Analysis
Positive
―
Price Trends
68.41
Positive
64.73
Positive
56.13
Positive
Market Momentum
1.12
Negative
57.48
Neutral
82.00
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SHOC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 69.47, equal to the 50-day MA of 68.41, and equal to the 200-day MA of 56.13, indicating a bullish trend. The MACD of 1.12 indicates Negative momentum. The RSI at 57.48 is Neutral, neither overbought nor oversold. The STOCH value of 82.00 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SHOC.
SHOC Peer Comparison
Comparison Results
Performance Comparison
SHOC
Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF
71.45
25.35
54.99%
IETC
iShares Evolved US Technology ETF
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―
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SOXQ
Invesco PHLX Semiconductor ETF
―
―
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QQH
HCM Defender 100 Index ETF
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―
―
CHPY
YieldMax Semiconductor Portfolio Option Income ETF
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―
―
SMHX
VanEck Fabless Semiconductor 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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