Strive U.S. Semiconductor ETF Price & Performance (SHOC)

Semiconductor ETFs are drawing attention due to their varied performance in 2025. The VanEck Semiconductor ETF leads the pack with a 13.5% one-year return, while others like SPDR Semiconductors ETF and Columbia Select Technology ETF lag behind. Investors are weighing options between thematic, single-stock, and leveraged ETFs to mitigate risks and maximize gains.1

NVIDIA's upcoming Q4 earnings report is under scrutiny as the company faces challenges from rivals like DeepSeek and U.S. export restrictions. Despite a recent 4.3% stock dip, NVIDIA maintains a dominant AI chip market share of up to 95%, with analysts projecting a 70.7% revenue increase for the quarter.2

AI-focused ETFs are capitalizing on NVIDIA’s leadership in the GPU market, essential for powering AI applications. Funds like the VanEck Semiconductor ETF and Strive U.S. Semiconductor ETF allocate over 20% to NVIDIA, highlighting its impact on the sector. The AI ETF market is poised for substantial growth through 2030.3