SHOC
+11.49 · +18.44%
$73.77 · NYSE

EA Series Trust (SHOC) ETF Analysis | Technology

Strive AM · USA
AUM:$165.1M
#– of – in Technology ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 69.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.

What is SHOC?

The index is a subset of a float-adjusted capitalization weighted index of equity securities covering approximately the largest 99% of the free-float market capitalization in the U. Under normal circumstances, at least 80% of the fund"s total assets (exclusive of collateral held from securities lending) will be invested in U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SHOC delivered 69.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.40%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 77.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$165.1M
Expense Ratio0.40%
Dividend Yield0.21%
Holdings31
Inception DateOct 2022
Domicile–
Distribution–
Index–
ProviderStrive AM
Beta1.75
CategoryTechnology
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+35.1%
1Y
+78.1%
3Y
+201.6%
5Y
+319.3%
OpenBook InsightIf you had invested £10,000 in SHOC 5 years ago, it would have grown to £41,934 — a gain of £31,934.

Annual Returns

Calendar year performance

SHOC delivered positive returns in 4 of the last 5 calendar years.
YearSHOC
2026 YTD+45.0%
2025+48.6%
2024+20.7%
2023+63.9%
2022-1.2%
CAGR 4yr+30.6%
4/5 positive yearsAvg return: +35.4%Worst year: -1.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
47.1%
Very High
Momentum
-0.8%
30-day change
Support Level
101.32
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.