BOAT vs DEMZ
Comparison between SONICSHARES GLOBAL SHIPPING ETF (BOAT, ETF) and DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF).
5-Year PerformanceBOAT has outperformed DEMZ, delivering a return of +24.5% compared to +12.4%
BOAT vs DEMZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BOAT
$67M
DEMZ
$67M
Expense Ratio
BOAT
0.69%
Winner
DEMZ
0.45%
Max Drawdown
BOAT
42.01%
Winner
DEMZ
28.44%
Sharpe Ratio
Winner
BOAT
2.07
DEMZ
1.06
5Y Beta
Winner
BOAT
0.67
DEMZ
0.93
P/E Ratio
BOAT
N/A
DEMZ
29.12
Forward P/E
BOAT
N/A
DEMZ
21.41
PEG Ratio
BOAT
N/A
DEMZ
0.62
5Y Dividends CAGR
BOAT
N/A
DEMZ
58.07%
5Y EPS CAGR
BOAT
N/A
DEMZ
20.04%
Debt to Equity
BOAT
N/A
DEMZ
38.82%
P/S Ratio
BOAT
N/A
DEMZ
3.64
P/B Ratio
BOAT
N/A
DEMZ
5.09
BOAT vs DEMZ - Holdings Comparison
BOAT and DEMZ have 1 common holdings. Overlap is 0.16%
BOAT's top 25 holdings weight is 83.48%. DEMZ's top 25 holdings weight is 82.72%.
| Rank | BOAT | DEMZ |
|---|---|---|
| #1 | FRONTLINE PLC (FRO) - 5.61% | LAM RESEARCH CORP (LRCX) - 5.06% |
| #2 | HMM (n/a) - 4.98% | MICROSOFT CORP (MSFT) - 4.91% |
| #3 | KAWASAKI KISEN KAISHA LTD (n/a) - 4.90% | KLA CORP (KLAC) - 4.86% |
| #4 | SITC INTERNATIONAL HOLDINGS CO LTD (n/a) - 4.78% | APPLE INC (AAPL) - 4.82% |
| #5 | MITSUI O.S.K. LINES LTD (n/a) - 4.73% | NVIDIA CORP (NVDA) - 4.68% |
| #6 | ORIENT OVERSEAS (INTERNATIONAL) LTD (n/a) - 4.68% | ADVANCED MICRO DEVICES INC (AMD) - 4.60% |
| #7 | A P MOLLER MAERSK AS CLASS B (n/a) - 4.63% | NORDSON CORP (NDSN) - 4.44% |
| #8 | MATSON INC (MATX) - 4.54% | ALPHABET INC CLASS A (GOOGL) - 4.33% |
| #9 | INTERNATIONAL SEAWAYS INC (INSW) - 4.38% | META PLATFORMS INC CLASS A (META) - 4.18% |
| #10 | WALLENIUS WILHELMSEN ASA SHS OPPSTARTSFASE 1 (n/a) - 4.16% | AMPHENOL CORP CLASS A (APH) - 4.14% |
| #11 | SCORPIO TANKERS INC (STNG) - 4.06% | LOEWS CORP (L) - 4.11% |
| #12 | HAPAG-LLOYD AG (n/a) - 3.94% | XYLEM INC (XYL) - 3.86% |
| #13 | HAFNIA LTD ORDINARY SHARES (n/a) - 3.92% | COSTCO WHOLESALE CORP (COST) - 3.71% |
| #14 | COSCO SHIPPING HOLDINGS CO LTD CLASS H (n/a) - 3.82% | KIMCO REALTY CORP (KIM) - 2.48% |
| #15 | CMB.TECH NV (n/a) - 3.43% | AVERY DENNISON CORP (AVY) - 2.48% |
| #16 | ZIM INTEGRATED SHIPPING SERVICES LTD ORDINARY SHARES (ZIM) - 2.02% | ARISTA NETWORKS INC (ANET) - 2.45% |
| #17 | STAR BULK CARRIERS CORP (SBLK) - 1.88% | EVEREST GROUP LTD (EG) - 2.32% |
| #18 | STOLT-NIELSEN LTD (n/a) - 1.87% | ROSS STORES INC (ROST) - 2.20% |
| #19 | HOEGH AUTOLINERS ASA (n/a) - 1.87% | VERALTO CORP (VLTO) - 2.11% |
| #20 | TORM PLC CLASS A (n/a) - 1.86% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.09% |
| #21 | DHT HOLDINGS INC (DHT) - 1.82% | THE WALT DISNEY CO (DIS) - 2.07% |
| #22 | COSCO SHIPPING ENERGY TRANSPORTATION CO LTD CLASS H (n/a) - 1.48% | OMNICOM GROUP INC (OMC) - 1.93% |
| #23 | DANAOS CORP (DAC) - 1.46% | SYNOPSYS INC (SNPS) - 1.67% |
| #24 | OKEANIS ECO TANKERS CORP (n/a) - 1.35% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.64% |
| #25 | TEEKAY TANKERS LTD CLASS A (TNK) - 1.31% | DANAHER CORP (DHR) - 1.58% |
| Total Holdings | 51 | 44 |
BOAT vs DEMZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BOAT
+4.86%
DEMZ
-0.20%
3M
Winner
BOAT
+9.29%
DEMZ
+6.15%
6M
Winner
BOAT
+30.21%
DEMZ
+6.90%
1Y
Winner
BOAT
+55.79%
DEMZ
+19.53%
5Y(CAGR)
Winner
BOAT
+24.54%
DEMZ
+12.43%
Max(CAGR)
Winner
BOAT
+24.54%
DEMZ
+16.53%
BOAT vs DEMZ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BOAT | DEMZ |
|---|---|---|
| 2026 | +40.33% | +9.45% |
| 2025 | +20.36% | +19.81% |
| 2024 | +4.07% | +24.16% |
| 2023 | +26.90% | +24.28% |
| 2022 | +3.59% | -18.81% |
| 2021 | +23.18% | +34.21% |
| 2020 | N/A | +11.09% |
BOAT vs DEMZ Drawdown Comparison
The maximum drawdown for BOAT was -33.94%, occurring on Apr 8, 2025. Recovery took 320 trading sessions.
The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.
The current DEMZ drawdown is -2.11%.
| Rank | BOAT | DEMZ |
|---|---|---|
| #1 | -33.94% Jun 3, 2024 - Sep 12, 2025 | -27.17% Dec 29, 2021 - Dec 26, 2023 |
| #2 | -31.05% May 27, 2022 - Dec 18, 2023 | -18.69% Dec 4, 2024 - Jun 10, 2025 |
| #3 | -16.68% Sep 16, 2021 - Jan 4, 2022 | -12.28% Jan 27, 2026 - May 6, 2026 |
| #4 | -15.28% Mar 18, 2022 - May 23, 2022 | -8.31% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -11.59% Sep 17, 2025 - Jan 7, 2026 | -7.34% Oct 27, 2025 - Jan 6, 2026 |
| #6 | -10.88% May 20, 2026 - Jul 21, 2026 | -6.20% Mar 21, 2024 - May 15, 2024 |
| #7 | -10.78% Mar 2, 2026 - May 5, 2026 | -5.44% Sep 8, 2021 - Nov 2, 2021 |
| #8 | -10.19% Jan 14, 2022 - Feb 9, 2022 | -4.64% Jan 21, 2021 - Feb 4, 2021 |
| #9 | -7.47% Jan 5, 2024 - Apr 26, 2024 | -4.42% Feb 12, 2021 - Mar 17, 2021 |
| #10 | -5.46% Aug 17, 2021 - Aug 25, 2021 | -4.20% Nov 19, 2021 - Dec 8, 2021 |
| #11 | -4.31% Dec 22, 2023 - Jan 4, 2024 | -4.10% Dec 10, 2021 - Dec 27, 2021 |
| #12 | -3.75% May 5, 2026 - May 20, 2026 | -3.97% Oct 14, 2024 - Nov 7, 2024 |
| #13 | -2.84% Jan 4, 2022 - Jan 12, 2022 | -3.91% May 7, 2021 - May 28, 2021 |
| #14 | -2.68% Mar 4, 2022 - Mar 11, 2022 | -3.33% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -2.44% Sep 7, 2021 - Sep 10, 2021 | -2.79% Jul 12, 2021 - Jul 23, 2021 |
Correlation
Correlation between BOAT and DEMZ is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2020 - 2026)
BOAT vs DEMZ dividend yield comparison.
| Year | BOAT | DEMZ |
|---|---|---|
| 2026 | 3.37% | 0.00% |
| 2025 | 8.08% | 0.98% |
| 2024 | 13.89% | 0.53% |
| 2023 | 13.65% | 0.90% |
| 2022 | 13.57% | 0.98% |
| 2021 | 1.36% | 2.46% |
| 2020 | 0.00% | 0.27% |
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