SHOC vs. IQM ETF Comparison
Comparison of Strive U.S. Semiconductor ETF (SHOC) to Franklin Intelligent Machines ETF (IQM)
SHOC
Strive U.S. Semiconductor ETF
SHOC Description
Strive U.S. Semiconductor ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by Strive Asset Management, LLC. It invests in public equity markets of the United States. It invests in stocks of companies operating across information technology, semiconductors and semiconductor equipment sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Solactive United States Semiconductors 30 Capped Index, by using full replication technique. Strive U.S. Semiconductor ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$46.21
Average Daily Volume
25,349
28
IQM
Franklin Intelligent Machines ETF
IQM Description
The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies that are relevant to its investment theme of intelligent machines. The fund invests predominantly in common stock. Although it may invest across economic sectors, the advisor expects to have significant positions in particular sectors including technology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$67.35
Average Daily Volume
4,308
49
Performance
| Period | SHOC | IQM |
|---|---|---|
| 30 Days | -3.33% | 4.03% |
| 60 Days | 0.97% | 7.49% |
| 90 Days | -2.97% | 7.45% |
| 12 Months | 30.74% | 39.28% |
16 Overlapping Holdings
| Symbol | Grade | Weight in SHOC | Weight in IQM | Overlap | |
|---|---|---|---|---|---|
| ADI | D | 4.25% | 1.36% | 1.36% | |
| AMAT | F | 3.93% | 2.49% | 2.49% | |
| AMD | F | 7.83% | 2.09% | 2.09% | |
| ASML | F | 9.11% | 2.85% | 2.85% | |
| AVGO | D | 4.81% | 2.12% | 2.12% | |
| CDNS | B | 3.29% | 3.99% | 3.29% | |
| ENTG | F | 0.61% | 0.65% | 0.61% | |
| KEYS | A | 1.08% | 0.8% | 0.8% | |
| KLAC | F | 3.42% | 1.31% | 1.31% | |
| LRCX | F | 3.78% | 1.19% | 1.19% | |
| MCHP | F | 1.41% | 0.3% | 0.3% | |
| MPWR | F | 1.14% | 0.19% | 0.19% | |
| NVDA | A | 26.39% | 13.78% | 13.78% | |
| SNPS | C | 3.29% | 3.87% | 3.29% | |
| TER | F | 0.7% | 1.45% | 0.7% | |
| TXN | C | 4.81% | 0.7% | 0.7% |
SHOC Underweight 33 Positions Relative to IQM
| Symbol | Grade | Weight | |
|---|---|---|---|
| ISRG | A | -5.7% | |
| AXON | A | -5.49% | |
| TSLA | B | -4.19% | |
| AAPL | C | -4.09% | |
| TSM | C | -4.05% | |
| PWR | A | -2.63% | |
| ADSK | A | -1.94% | |
| APH | B | -1.33% | |
| UBER | F | -1.33% | |
| PTC | B | -1.31% | |
| VMI | B | -1.2% | |
| ALTR | B | -1.2% | |
| GEV | A | -1.16% | |
| VRT | A | -1.1% | |
| ETN | B | -1.04% | |
| ZBRA | B | -1.02% | |
| AVAV | C | -1.0% | |
| CRWD | B | -0.85% | |
| ROP | C | -0.84% | |
| PRCT | B | -0.71% | |
| IDXX | F | -0.71% | |
| BKR | A | -0.55% | |
| IOT | A | -0.53% | |
| TRMB | B | -0.48% | |
| NXPI | F | -0.45% | |
| BSY | D | -0.39% | |
| FSLR | F | -0.36% | |
| PSTG | F | -0.35% | |
| PLTR | B | -0.33% | |
| SITM | B | -0.31% | |
| FTI | A | -0.26% | |
| OII | B | -0.26% | |
| ALGN | D | -0.22% |
SHOC: Top Represented Industries & Keywords
IQM: Top Represented Industries & Keywords
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