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BOAT vs SPY

Comparison between SONICSHARES GLOBAL SHIPPING ETF (BOAT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceBOAT has outperformed SPY, delivering a return of +23.6% compared to +13.3%

BOAT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BOAT
$83M
Winner
SPY
$735B
Expense Ratio
BOAT
0.69%
Winner
SPY
0.09%
Max Drawdown
Winner
BOAT
42.01%
SPY
56.47%
Sharpe Ratio
Winner
BOAT
1.99
SPY
1.62
5Y Beta
Winner
BOAT
0.68
SPY
1.00
P/E Ratio
BOAT
N/A
SPY
28.99
Forward P/E
BOAT
N/A
SPY
22.37
5Y Dividends CAGR
BOAT
N/A
SPY
5.43%
5Y EPS CAGR
BOAT
N/A
SPY
26.05%
Debt to Equity
BOAT
N/A
SPY
32.40%
P/S Ratio
BOAT
N/A
SPY
3.74
P/B Ratio
BOAT
N/A
SPY
5.61

BOAT vs SPY - Holdings Comparison

BOAT and SPY have 1 common holdings. Overlap is 0.00%

BOAT's top 25 holdings weight is 80.30%. SPY's top 25 holdings weight is 52.37%.

RankBOATSPY
#1
FRONTLINE PLC (FRO) - 6.10%
NVIDIA CORP (NVDA) - 8.10%
#2
MITSUI O.S.K. LINES LTD (n/a) - 5.02%
APPLE INC (AAPL) - 7.02%
#3
HAFNIA LTD ORDINARY SHARES (n/a) - 4.60%
MICROSOFT CORP (MSFT) - 4.79%
#4
MATSON INC (MATX) - 4.59%
AMAZON.COM INC (AMZN) - 4.02%
#5
SCORPIO TANKERS INC (STNG) - 4.55%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
KAWASAKI KISEN KAISHA LTD (n/a) - 4.50%
BROADCOM INC (AVGO) - 3.10%
#7
SITC INTERNATIONAL HOLDINGS CO LTD (n/a) - 4.42%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
A P MOLLER MAERSK AS CLASS B (n/a) - 4.39%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
HMM (n/a) - 4.05%
TESLA INC (TSLA) - 1.89%
#10
ORIENT OVERSEAS (INTERNATIONAL) LTD (n/a) - 3.90%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
WALLENIUS WILHELMSEN ASA SHS OPPSTARTSFASE 1 (n/a) - 3.76%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
COSCO SHIPPING HOLDINGS CO LTD CLASS H (n/a) - 3.22%
ELI LILLY AND CO (LLY) - 1.31%
#13
CMB.TECH NV (n/a) - 3.16%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
INTERNATIONAL SEAWAYS INC (INSW) - 3.04%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
TORM PLC CLASS A (n/a) - 2.42%
EXXON MOBIL CORP (XOM) - 0.97%
#16
COSCO SHIPPING ENERGY TRANSPORTATION CO LTD CLASS H (n/a) - 2.29%
INTEL CORP (INTC) - 0.90%
#17
ZIM INTEGRATED SHIPPING SERVICES LTD ORDINARY SHARES (ZIM) - 2.28%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
DHT HOLDINGS INC (DHT) - 2.16%
VISA INC CLASS A (V) - 0.85%
#19
STAR BULK CARRIERS CORP (SBLK) - 2.10%
WALMART INC (WMT) - 0.81%
#20
HOEGH AUTOLINERS ASA (n/a) - 1.97%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
TEEKAY TANKERS LTD CLASS A (TNK) - 1.72%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
DANAOS CORP (DAC) - 1.63%
CATERPILLAR INC (CAT) - 0.66%
#23
PACIFIC BASIN SHIPPING LTD (n/a) - 1.49%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
PANOCEAN CO LTD (n/a) - 1.49%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
OKEANIS ECO TANKERS CORP (n/a) - 1.45%
ABBVIE INC (ABBV) - 0.58%
Total Holdings54505

BOAT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BOAT
-4.56%
Winner
SPY
+1.90%
3M
BOAT
+1.33%
Winner
SPY
+8.55%
6M
Winner
BOAT
+30.10%
SPY
+8.18%
1Y
Winner
BOAT
+52.23%
SPY
+25.79%
5Y(CAGR)
Winner
BOAT
+23.60%
SPY
+13.32%
10Y(CAGR)
BOAT
N/A
SPY
+15.19%
Max(CAGR)
Winner
BOAT
+23.60%
SPY
+8.47%

BOAT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBOATSPY
2026+31.61%+8.26%
2025+20.36%+18.00%
2024+4.07%+25.59%
2023+26.90%+26.72%
2022+3.59%-18.64%
2021+23.18%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BOAT vs SPY Drawdown Comparison

The maximum drawdown for BOAT was -33.94%, occurring on Apr 8, 2025. Recovery took 320 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BOAT drawdown is -5.55%. The current SPY drawdown is -2.90%.

RankBOATSPY
#1-33.94%
Jun 3, 2024 - Sep 12, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-31.05%
May 27, 2022 - Dec 18, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.68%
Sep 16, 2021 - Jan 4, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.28%
Mar 18, 2022 - May 23, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.59%
Sep 17, 2025 - Jan 7, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.78%
Mar 2, 2026 - May 5, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.19%
Jan 14, 2022 - Feb 9, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.60%
May 20, 2026 - May 29, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.47%
Jan 5, 2024 - Apr 26, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.46%
Aug 17, 2021 - Aug 25, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.31%
Dec 22, 2023 - Jan 4, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.75%
May 5, 2026 - May 20, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.84%
Jan 4, 2022 - Jan 12, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.68%
Mar 4, 2022 - Mar 11, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.44%
Sep 7, 2021 - Sep 10, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BOAT and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

BOAT vs SPY dividend yield comparison.

YearBOATSPY
20261.04%0.24%
20258.08%1.07%
202413.89%1.21%
202313.65%1.40%
202213.57%1.65%
20211.36%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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