BOAT vs STXV
Comparison between SONICSHARES GLOBAL SHIPPING ETF (BOAT, ETF) and STRIVE 1000 VALUE ETF (STXV, ETF).
BOAT vs STXV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BOAT
$79M
STXV
$79M
Expense Ratio
BOAT
0.69%
Winner
STXV
0.18%
Max Drawdown
BOAT
42.01%
Winner
STXV
15.80%
Sharpe Ratio
BOAT
2.05
Winner
STXV
2.16
5Y Beta
BOAT
0.68
Winner
STXV
0.63
P/E Ratio
BOAT
N/A
STXV
20.02
Forward P/E
BOAT
N/A
STXV
14.36
5Y EPS CAGR
BOAT
N/A
STXV
9.32%
P/S Ratio
BOAT
N/A
STXV
1.65
P/B Ratio
BOAT
N/A
STXV
2.44
BOAT vs STXV - Holdings Comparison
BOAT and STXV have 2 common holdings. Overlap is -5.10%
BOAT's top 25 holdings weight is 85.20%. STXV's top 25 holdings weight is 31.07%.
| Rank | BOAT | STXV |
|---|---|---|
| #1 | US DOLLARS (n/a) - 6.48% | EXXON MOBIL CORP (XOM) - 3.38% |
| #2 | FRONTLINE PLC (FRO) - 5.85% | BANK OF AMERICA CORP (BAC) - 2.01% |
| #3 | MATSON INC (MATX) - 5.14% | CHEVRON CORP (CVX) - 2.01% |
| #4 | SITC INTERNATIONAL HOLDINGS CO LTD (n/a) - 5.06% | UNITEDHEALTH GROUP INC (UNH) - 1.94% |
| #5 | A P MOLLER MAERSK AS CLASS B (n/a) - 4.82% | INTEL CORP (INTC) - 1.79% |
| #6 | MITSUI O.S.K. LINES LTD (n/a) - 4.69% | THE GOLDMAN SACHS GROUP INC (GS) - 1.59% |
| #7 | KAWASAKI KISEN KAISHA LTD (n/a) - 4.65% | JOHNSON & JOHNSON (JNJ) - 1.54% |
| #8 | SCORPIO TANKERS INC (STNG) - 4.21% | MICRON TECHNOLOGY INC (MU) - 1.45% |
| #9 | ORIENT OVERSEAS (INTERNATIONAL) LTD (n/a) - 4.11% | ABBVIE INC (ABBV) - 1.31% |
| #10 | HAFNIA LTD ORDINARY SHARES (n/a) - 4.08% | QUALCOMM INC (QCOM) - 1.30% |
| #11 | WALLENIUS WILHELMSEN ASA SHS OPPSTARTSFASE 1 (n/a) - 3.95% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% |
| #12 | HMM (n/a) - 3.76% | CISCO SYSTEMS INC (CSCO) - 1.23% |
| #13 | COSCO SHIPPING HOLDINGS CO LTD CLASS H (n/a) - 3.31% | CITIGROUP INC (C) - 1.18% |
| #14 | CMB.TECH NV (n/a) - 3.28% | PROCTER & GAMBLE CO (PG) - 1.14% |
| #15 | INTERNATIONAL SEAWAYS INC (INSW) - 2.89% | MERCK & CO INC (MRK) - 1.13% |
| #16 | STAR BULK CARRIERS CORP (SBLK) - 2.32% | WELLS FARGO & CO (WFC) - 1.11% |
| #17 | ZIM INTEGRATED SHIPPING SERVICES LTD ORDINARY SHARES (ZIM) - 2.25% | VERIZON COMMUNICATIONS INC (VZ) - 1.05% |
| #18 | TORM PLC CLASS A (n/a) - 2.13% | AT&T INC (T) - 0.99% |
| #19 | HOEGH AUTOLINERS ASA (n/a) - 2.10% | MORGAN STANLEY (MS) - 0.86% |
| #20 | DHT HOLDINGS INC (DHT) - 1.95% | PFIZER INC (PFE) - 0.85% |
| #21 | COSCO SHIPPING ENERGY TRANSPORTATION CO LTD CLASS H (n/a) - 1.85% | HONEYWELL INTERNATIONAL INC (HON) - 0.39% |
| #22 | DANAOS CORP (DAC) - 1.74% | ACCENTURE PLC CLASS A (ACN) - 0.39% |
| #23 | PACIFIC BASIN SHIPPING LTD (n/a) - 1.60% | NEXTERA ENERGY INC (NEE) - 0.38% |
| #24 | TEEKAY TANKERS LTD CLASS A (TNK) - 1.56% | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.38% |
| #25 | HAPAG-LLOYD AG (n/a) - 1.42% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.37% |
| Total Holdings | 54 | 667 |
BOAT vs STXV - Historical Returns
Returns include dividend reinvestment.
1M
BOAT
-4.11%
Winner
STXV
+2.52%
3M
BOAT
+0.57%
Winner
STXV
+6.14%
6M
Winner
BOAT
+29.58%
STXV
+14.55%
1Y
Winner
BOAT
+49.82%
STXV
+26.67%
5Y(CAGR)
BOAT
+23.56%
STXV
N/A
Max(CAGR)
Winner
BOAT
+23.56%
STXV
+14.00%
BOAT vs STXV - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BOAT | STXV |
|---|---|---|
| 2026 | +31.61% | +11.45% |
| 2025 | +20.36% | +16.48% |
| 2024 | +4.07% | +12.42% |
| 2023 | +26.90% | +9.44% |
| 2022 | +3.59% | -1.47% |
| 2021 | +23.18% | N/A |
BOAT vs STXV Drawdown Comparison
The maximum drawdown for BOAT was -33.94%, occurring on Apr 8, 2025. Recovery took 320 trading sessions.
The maximum drawdown for STXV was -14.80%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The current BOAT drawdown is -5.55%. The current STXV drawdown is -0.82%.
| Rank | BOAT | STXV |
|---|---|---|
| #1 | -33.94% Jun 3, 2024 - Sep 12, 2025 | -14.80% Nov 29, 2024 - Jul 3, 2025 |
| #2 | -31.05% May 27, 2022 - Dec 18, 2023 | -10.81% Feb 2, 2023 - Jul 24, 2023 |
| #3 | -16.68% Sep 16, 2021 - Jan 4, 2022 | -10.33% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -15.28% Mar 18, 2022 - May 23, 2022 | -5.81% Feb 11, 2026 - Apr 30, 2026 |
| #5 | -11.59% Sep 17, 2025 - Jan 7, 2026 | -5.64% Nov 30, 2022 - Jan 12, 2023 |
| #6 | -10.78% Mar 2, 2026 - May 5, 2026 | -5.35% Mar 28, 2024 - Jul 15, 2024 |
| #7 | -10.19% Jan 14, 2022 - Feb 9, 2022 | -5.19% Jul 30, 2024 - Aug 23, 2024 |
| #8 | -7.60% May 20, 2026 - May 29, 2026 | -3.85% Jan 13, 2023 - Feb 2, 2023 |
| #9 | -7.47% Jan 5, 2024 - Apr 26, 2024 | -3.40% Jul 23, 2025 - Aug 20, 2025 |
| #10 | -5.46% Aug 17, 2021 - Aug 25, 2021 | -3.34% Nov 12, 2025 - Nov 26, 2025 |
| #11 | -4.31% Dec 22, 2023 - Jan 4, 2024 | -3.02% Oct 3, 2025 - Oct 24, 2025 |
| #12 | -3.75% May 5, 2026 - May 20, 2026 | -3.02% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -2.84% Jan 4, 2022 - Jan 12, 2022 | -2.94% Oct 16, 2024 - Nov 6, 2024 |
| #14 | -2.68% Mar 4, 2022 - Mar 11, 2022 | -2.62% Jan 2, 2024 - Jan 30, 2024 |
| #15 | -2.44% Sep 7, 2021 - Sep 10, 2021 | -2.19% Oct 27, 2025 - Nov 11, 2025 |
Correlation
Correlation between BOAT and STXV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2021 - 2026)
BOAT vs STXV dividend yield comparison.
| Year | BOAT | STXV |
|---|---|---|
| 2026 | 1.04% | 0.49% |
| 2025 | 8.08% | 2.37% |
| 2024 | 13.89% | 2.36% |
| 2023 | 13.65% | 2.05% |
| 2022 | 13.57% | 0.47% |
| 2021 | 1.36% | 0.00% |
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