BOAT vs STBF
Comparison between SONICSHARES GLOBAL SHIPPING ETF (BOAT, ETF) and PERFORMANCE TRUST SHORT TERM BOND ETF (STBF, ETF).
BOAT vs STBF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BOAT
$67M
STBF
$67M
Expense Ratio
BOAT
0.69%
Winner
STBF
0.65%
Max Drawdown
BOAT
42.01%
Winner
STBF
2.00%
Sharpe Ratio
Winner
BOAT
2.07
STBF
0.74
5Y Beta
BOAT
0.67
Winner
STBF
-0.00
BOAT vs STBF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BOAT
+4.86%
STBF
+0.14%
3M
Winner
BOAT
+9.29%
STBF
+0.60%
6M
Winner
BOAT
+30.21%
STBF
+1.68%
1Y
Winner
BOAT
+55.79%
STBF
+5.00%
5Y(CAGR)
BOAT
+24.54%
STBF
N/A
Max(CAGR)
Winner
BOAT
+24.54%
STBF
+5.58%
BOAT vs STBF - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BOAT | STBF |
|---|---|---|
| 2026 | +40.33% | +1.79% |
| 2025 | +20.36% | +6.35% |
| 2024 | +4.07% | +4.59% |
| 2023 | +26.90% | N/A |
| 2022 | +3.59% | N/A |
| 2021 | +23.18% | N/A |
BOAT vs STBF Drawdown Comparison
The maximum drawdown for BOAT was -33.94%, occurring on Apr 8, 2025. Recovery took 320 trading sessions.
The maximum drawdown for STBF was -1.18%, occurring on Apr 11, 2025. Recovery took 16 trading sessions.
The current STBF drawdown is -0.27%.
| Rank | BOAT | STBF |
|---|---|---|
| #1 | -33.94% Jun 3, 2024 - Sep 12, 2025 | -1.18% Apr 4, 2025 - Apr 29, 2025 |
| #2 | -31.05% May 27, 2022 - Dec 18, 2023 | -1.00% Feb 26, 2026 - Apr 17, 2026 |
| #3 | -16.68% Sep 16, 2021 - Jan 4, 2022 | -0.64% Dec 9, 2024 - Jan 27, 2025 |
| #4 | -15.28% Mar 18, 2022 - May 23, 2022 | -0.63% Mar 4, 2025 - Apr 4, 2025 |
| #5 | -11.59% Sep 17, 2025 - Jan 7, 2026 | -0.58% May 11, 2026 - Jun 15, 2026 |
| #6 | -10.88% May 20, 2026 - Jul 21, 2026 | -0.53% Oct 1, 2024 - Nov 26, 2024 |
| #7 | -10.78% Mar 2, 2026 - May 5, 2026 | -0.51% Oct 27, 2025 - Nov 21, 2025 |
| #8 | -10.19% Jan 14, 2022 - Feb 9, 2022 | -0.47% Aug 2, 2024 - Aug 19, 2024 |
| #9 | -7.47% Jan 5, 2024 - Apr 26, 2024 | -0.44% Apr 30, 2025 - Jun 2, 2025 |
| #10 | -5.46% Aug 17, 2021 - Aug 25, 2021 | -0.40% Apr 9, 2024 - May 3, 2024 |
| #11 | -4.31% Dec 22, 2023 - Jan 4, 2024 | -0.31% Jun 29, 2026 - Jul 8, 2026 |
| #12 | -3.75% May 5, 2026 - May 20, 2026 | -0.31% May 15, 2024 - Jun 4, 2024 |
| #13 | -2.84% Jan 4, 2022 - Jan 12, 2022 | -0.28% Apr 27, 2026 - May 8, 2026 |
| #14 | -2.68% Mar 4, 2022 - Mar 11, 2022 | -0.24% Jun 30, 2025 - Jul 22, 2025 |
| #15 | -2.44% Sep 7, 2021 - Sep 10, 2021 | -0.22% Jun 25, 2024 - Jul 5, 2024 |
Correlation
Correlation between BOAT and STBF is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2021 - 2026)
BOAT vs STBF dividend yield comparison.
| Year | BOAT | STBF |
|---|---|---|
| 2026 | 3.37% | 2.32% |
| 2025 | 8.08% | 5.10% |
| 2024 | 13.89% | 4.18% |
| 2023 | 13.65% | 0.00% |
| 2022 | 13.57% | 0.00% |
| 2021 | 1.36% | 0.00% |
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