BOAT vs FCEF
Comparison between SONICSHARES GLOBAL SHIPPING ETF (BOAT, ETF) and FIRST TRUST INCOME OPPORTUNITIES ETF (FCEF, ETF).
5-Year PerformanceBOAT has outperformed FCEF, delivering a return of +23.5% compared to +5.4%
BOAT vs FCEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BOAT
$79M
Winner
FCEF
$79M
Expense Ratio
Winner
BOAT
0.69%
FCEF
3.69%
Max Drawdown
Winner
BOAT
42.01%
FCEF
45.08%
Sharpe Ratio
Winner
BOAT
2.05
FCEF
1.36
5Y Beta
BOAT
0.68
Winner
FCEF
0.52
5Y Dividends CAGR
BOAT
N/A
FCEF
7.77%
BOAT vs FCEF - Holdings Comparison
BOAT and FCEF have 0 common holdings. Overlap is 0.00%
BOAT's top 25 holdings weight is 85.20%. FCEF's top 25 holdings weight is 67.18%.
| Rank | BOAT | FCEF |
|---|---|---|
| #1 | US DOLLARS (n/a) - 6.48% | EATON VANCE TAX ADVGD GBL DIV INC FD (ETG) - 4.00% |
| #2 | FRONTLINE PLC (FRO) - 5.85% | INVESCO VARIABLE RATE INVESTMENT GRD ETF (VRIG) - 3.81% |
| #3 | MATSON INC (MATX) - 5.14% | ABRDN GLOBAL INFRASTRUCTURE INCOME FUND (ASGI) - 3.52% |
| #4 | SITC INTERNATIONAL HOLDINGS CO LTD (n/a) - 5.06% | ABRDN HEALTHCARE OPPORTUNITIES FUND (THQ) - 3.39% |
| #5 | A P MOLLER MAERSK AS CLASS B (n/a) - 4.82% | ABRDN HEALTHCARE INVESTORS (HQH) - 3.37% |
| #6 | MITSUI O.S.K. LINES LTD (n/a) - 4.69% | SOURCE CAPITAL INC (SOR) - 3.27% |
| #7 | KAWASAKI KISEN KAISHA LTD (n/a) - 4.65% | JOHN HANCOCK TAX-ADVANTAGED DIV INC FD (HTD) - 3.26% |
| #8 | SCORPIO TANKERS INC (STNG) - 4.21% | EATON VANCE TAX-ADVTGD GLOBAL DIVID OPPO (ETO) - 3.24% |
| #9 | ORIENT OVERSEAS (INTERNATIONAL) LTD (n/a) - 4.11% | EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND (EVT) - 3.19% |
| #10 | HAFNIA LTD ORDINARY SHARES (n/a) - 4.08% | GABELLI DIVIDEND & INCOME TRUST (GDV) - 2.88% |
| #11 | WALLENIUS WILHELMSEN ASA SHS OPPSTARTSFASE 1 (n/a) - 3.95% | BLACKROCK SCIENCE AND TECHNOLOGY TRUST (BST) - 2.70% |
| #12 | HMM (n/a) - 3.76% | COHEN & STEERS INFRASTRUCTURE FUND INC (UTF) - 2.61% |
| #13 | COSCO SHIPPING HOLDINGS CO LTD CLASS H (n/a) - 3.31% | COHEN & STEERS REIT AND PREFERRED INCOME FUND INC (RNP) - 2.50% |
| #14 | CMB.TECH NV (n/a) - 3.28% | NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND (JPC) - 2.46% |
| #15 | INTERNATIONAL SEAWAYS INC (INSW) - 2.89% | PGIM GLOBAL HIGH YIELD FUND, INC (GHY) - 2.43% |
| #16 | STAR BULK CARRIERS CORP (SBLK) - 2.32% | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.38% |
| #17 | ZIM INTEGRATED SHIPPING SERVICES LTD ORDINARY SHARES (ZIM) - 2.25% | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 2.25% |
| #18 | TORM PLC CLASS A (n/a) - 2.13% | NUVEEN VARIABLE RATE PREFERRED&INCOME (NPFD) - 2.24% |
| #19 | HOEGH AUTOLINERS ASA (n/a) - 2.10% | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.21% |
| #20 | DHT HOLDINGS INC (DHT) - 1.95% | GENERAL AMERICAN INVESTORS CO INC (GAM) - 2.06% |
| #21 | COSCO SHIPPING ENERGY TRANSPORTATION CO LTD CLASS H (n/a) - 1.85% | CENTRAL SECURITIES CORP (CET) - 2.01% |
| #22 | DANAOS CORP (DAC) - 1.74% | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES AND INCOME FUND (WIW) - 1.94% |
| #23 | PACIFIC BASIN SHIPPING LTD (n/a) - 1.60% | REAVES UTILITY INCOME FUND (UTG) - 1.89% |
| #24 | TEEKAY TANKERS LTD CLASS A (TNK) - 1.56% | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 1.84% |
| #25 | HAPAG-LLOYD AG (n/a) - 1.42% | BROOKFIELD REAL ASSETS INCOME FUND INC. (RA) - 1.73% |
| Total Holdings | 54 | 49 |
BOAT vs FCEF - Historical Returns
Returns include dividend reinvestment.
1M
BOAT
-4.24%
Winner
FCEF
-1.16%
3M
BOAT
+0.44%
Winner
FCEF
+4.16%
6M
Winner
BOAT
+30.04%
FCEF
+6.21%
1Y
Winner
BOAT
+49.62%
FCEF
+14.20%
5Y(CAGR)
Winner
BOAT
+23.51%
FCEF
+5.42%
10Y(CAGR)
BOAT
N/A
FCEF
+8.03%
Max(CAGR)
Winner
BOAT
+23.51%
FCEF
+8.03%
BOAT vs FCEF - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | BOAT | FCEF |
|---|---|---|
| 2026 | +31.43% | +5.15% |
| 2025 | +20.36% | +14.75% |
| 2024 | +4.07% | +17.46% |
| 2023 | +26.90% | +9.76% |
| 2022 | +3.59% | -19.62% |
| 2021 | +23.18% | +20.61% |
| 2020 | N/A | +3.39% |
| 2019 | N/A | +27.64% |
| 2018 | N/A | -10.18% |
| 2017 | N/A | +14.94% |
| 2016 | N/A | +1.17% |
BOAT vs FCEF Drawdown Comparison
The maximum drawdown for BOAT was -33.94%, occurring on Apr 8, 2025. Recovery took 320 trading sessions.
The maximum drawdown for FCEF was -44.80%, occurring on Mar 18, 2020. Recovery took 224 trading sessions.
The current BOAT drawdown is -5.68%. The current FCEF drawdown is -2.24%.
| Rank | BOAT | FCEF |
|---|---|---|
| #1 | -33.94% Jun 3, 2024 - Sep 12, 2025 | -44.80% Feb 19, 2020 - Jan 7, 2021 |
| #2 | -31.05% May 27, 2022 - Dec 18, 2023 | -25.29% Sep 7, 2021 - Jul 16, 2024 |
| #3 | -16.68% Sep 16, 2021 - Jan 4, 2022 | -17.78% Aug 29, 2018 - Apr 5, 2019 |
| #4 | -15.28% Mar 18, 2022 - May 23, 2022 | -12.39% Feb 18, 2025 - Jun 3, 2025 |
| #5 | -11.59% Sep 17, 2025 - Jan 7, 2026 | -7.03% Mar 2, 2026 - Apr 30, 2026 |
| #6 | -10.78% Mar 2, 2026 - May 5, 2026 | -6.94% Oct 10, 2016 - Jan 5, 2017 |
| #7 | -10.19% Jan 14, 2022 - Feb 9, 2022 | -6.90% Jan 26, 2018 - Jul 24, 2018 |
| #8 | -7.60% May 20, 2026 - May 29, 2026 | -5.39% Dec 5, 2024 - Feb 5, 2025 |
| #9 | -7.47% Jan 5, 2024 - Apr 26, 2024 | -4.87% Jul 12, 2021 - Aug 12, 2021 |
| #10 | -5.46% Aug 17, 2021 - Aug 25, 2021 | -4.52% Jul 31, 2024 - Aug 19, 2024 |
| #11 | -4.31% Dec 22, 2023 - Jan 4, 2024 | -4.07% May 6, 2019 - Jun 18, 2019 |
| #12 | -3.75% May 5, 2026 - May 20, 2026 | -3.94% Jul 16, 2019 - Sep 13, 2019 |
| #13 | -2.84% Jan 4, 2022 - Jan 12, 2022 | -3.57% Oct 13, 2017 - Dec 28, 2017 |
| #14 | -2.68% Mar 4, 2022 - Mar 11, 2022 | -3.55% Aug 1, 2017 - Sep 18, 2017 |
| #15 | -2.44% Sep 7, 2021 - Sep 10, 2021 | -3.23% Feb 12, 2021 - Mar 15, 2021 |
Correlation
Correlation between BOAT and FCEF is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2016 - 2026)
BOAT vs FCEF dividend yield comparison.
| Year | BOAT | FCEF |
|---|---|---|
| 2026 | 1.05% | 2.91% |
| 2025 | 8.08% | 7.05% |
| 2024 | 13.89% | 7.13% |
| 2023 | 13.65% | 7.17% |
| 2022 | 13.57% | 7.26% |
| 2021 | 1.36% | 4.74% |
| 2020 | 0.00% | 5.03% |
| 2019 | 0.00% | 5.07% |
| 2018 | 0.00% | 5.96% |
| 2017 | 0.00% | 4.90% |
| 2016 | 0.00% | 1.51% |
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