DEMZ vs BOAT

Comparison between DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF) and SONICSHARES GLOBAL SHIPPING ETF (BOAT, ETF).

5-Year PerformanceBOAT has outperformed DEMZ, delivering a return of +24.5% compared to +12.4%

DEMZ vs BOAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEMZ(ETF)	BOAT(ETF)
Net Assets	$67M	$67M
Expense Ratio	0.45%	0.69%
Max Drawdown	28.44%	42.01%
Sharpe Ratio	1.06	2.07
5Y Beta	0.93	0.67
P/E Ratio	29.12	N/A
Forward P/E	21.41	N/A
PEG Ratio	0.62	N/A
5Y Dividends CAGR	58.07%	N/A
5Y EPS CAGR	20.04%	N/A
Debt to Equity	38.82%	N/A
P/S Ratio	3.64	N/A
P/B Ratio	5.09	N/A

Net Assets

DEMZ

$67M

Winner

BOAT

$67M

Expense Ratio

Winner

DEMZ

0.45%

BOAT

0.69%

Max Drawdown

Winner

DEMZ

28.44%

BOAT

42.01%

Sharpe Ratio

DEMZ

1.06

Winner

BOAT

2.07

5Y Beta

DEMZ

0.93

Winner

BOAT

0.67

P/E Ratio

DEMZ

29.12

BOAT

N/A

Forward P/E

DEMZ

21.41

BOAT

N/A

PEG Ratio

DEMZ

0.62

BOAT

N/A

5Y Dividends CAGR

DEMZ

58.07%

BOAT

N/A

5Y EPS CAGR

DEMZ

20.04%

BOAT

N/A

Debt to Equity

DEMZ

38.82%

BOAT

N/A

P/S Ratio

DEMZ

3.64

BOAT

N/A

P/B Ratio

DEMZ

5.09

BOAT

N/A

DEMZ vs BOAT - Holdings Comparison

DEMZ and BOAT have 1 common holdings. Overlap is 0.16%

DEMZ's top 25 holdings weight is 82.72%. BOAT's top 25 holdings weight is 83.48%.

Rank	DEMZ	BOAT
#1	LAM RESEARCH CORP (LRCX) - 5.06%	FRONTLINE PLC (FRO) - 5.61%
#2	MICROSOFT CORP (MSFT) - 4.91%	HMM (n/a) - 4.98%
#3	KLA CORP (KLAC) - 4.86%	KAWASAKI KISEN KAISHA LTD (n/a) - 4.90%
#4	APPLE INC (AAPL) - 4.82%	SITC INTERNATIONAL HOLDINGS CO LTD (n/a) - 4.78%
#5	NVIDIA CORP (NVDA) - 4.68%	MITSUI O.S.K. LINES LTD (n/a) - 4.73%
#6	ADVANCED MICRO DEVICES INC (AMD) - 4.60%	ORIENT OVERSEAS (INTERNATIONAL) LTD (n/a) - 4.68%
#7	NORDSON CORP (NDSN) - 4.44%	A P MOLLER MAERSK AS CLASS B (n/a) - 4.63%
#8	ALPHABET INC CLASS A (GOOGL) - 4.33%	MATSON INC (MATX) - 4.54%
#9	META PLATFORMS INC CLASS A (META) - 4.18%	INTERNATIONAL SEAWAYS INC (INSW) - 4.38%
#10	AMPHENOL CORP CLASS A (APH) - 4.14%	WALLENIUS WILHELMSEN ASA SHS OPPSTARTSFASE 1 (n/a) - 4.16%
#11	LOEWS CORP (L) - 4.11%	SCORPIO TANKERS INC (STNG) - 4.06%
#12	XYLEM INC (XYL) - 3.86%	HAPAG-LLOYD AG (n/a) - 3.94%
#13	COSTCO WHOLESALE CORP (COST) - 3.71%	HAFNIA LTD ORDINARY SHARES (n/a) - 3.92%
#14	KIMCO REALTY CORP (KIM) - 2.48%	COSCO SHIPPING HOLDINGS CO LTD CLASS H (n/a) - 3.82%
#15	AVERY DENNISON CORP (AVY) - 2.48%	CMB.TECH NV (n/a) - 3.43%
#16	ARISTA NETWORKS INC (ANET) - 2.45%	ZIM INTEGRATED SHIPPING SERVICES LTD ORDINARY SHARES (ZIM) - 2.02%
#17	EVEREST GROUP LTD (EG) - 2.32%	STAR BULK CARRIERS CORP (SBLK) - 1.88%
#18	ROSS STORES INC (ROST) - 2.20%	STOLT-NIELSEN LTD (n/a) - 1.87%
#19	VERALTO CORP (VLTO) - 2.11%	HOEGH AUTOLINERS ASA (n/a) - 1.87%
#20	AUTOMATIC DATA PROCESSING INC (ADP) - 2.09%	TORM PLC CLASS A (n/a) - 1.86%
#21	THE WALT DISNEY CO (DIS) - 2.07%	DHT HOLDINGS INC (DHT) - 1.82%
#22	OMNICOM GROUP INC (OMC) - 1.93%	COSCO SHIPPING ENERGY TRANSPORTATION CO LTD CLASS H (n/a) - 1.48%
#23	SYNOPSYS INC (SNPS) - 1.67%	DANAOS CORP (DAC) - 1.46%
#24	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.64%	OKEANIS ECO TANKERS CORP (n/a) - 1.35%
#25	DANAHER CORP (DHR) - 1.58%	TEEKAY TANKERS LTD CLASS A (TNK) - 1.31%
Total Holdings	44	51

DEMZ vs BOAT - Historical Returns

Returns include dividend reinvestment.

Period	DEMZ	BOAT
1 month	-0.20%	+4.86%
3 months	+6.15%	+9.29%
6 months	+6.90%	+30.21%
1 year	+19.53%	+55.79%
5 years(CAGR)	+12.43%	+24.54%
Max(CAGR)	+16.53%	+24.54%

DEMZ

-0.20%

Winner

BOAT

+4.86%

DEMZ

+6.15%

Winner

BOAT

+9.29%

DEMZ

+6.90%

Winner

BOAT

+30.21%

DEMZ

+19.53%

Winner

BOAT

+55.79%

5Y(CAGR)

DEMZ

+12.43%

Winner

BOAT

+24.54%

Max(CAGR)

DEMZ

+16.53%

Winner

BOAT

+24.54%

DEMZ vs BOAT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	DEMZ	BOAT
2026	+9.45%	+40.33%
2025	+19.81%	+20.36%
2024	+24.16%	+4.07%
2023	+24.28%	+26.90%
2022	-18.81%	+3.59%
2021	+34.21%	+23.18%
2020	+11.09%	N/A

DEMZ vs BOAT Drawdown Comparison

The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.

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

The current DEMZ drawdown is -2.11%.

Rank	DEMZ	BOAT
#1	-27.17% Dec 29, 2021 - Dec 26, 2023	-33.94% Jun 3, 2024 - Sep 12, 2025
#2	-18.69% Dec 4, 2024 - Jun 10, 2025	-31.05% May 27, 2022 - Dec 18, 2023
#3	-12.28% Jan 27, 2026 - May 6, 2026	-16.68% Sep 16, 2021 - Jan 4, 2022
#4	-8.31% Jul 16, 2024 - Sep 19, 2024	-15.28% Mar 18, 2022 - May 23, 2022
#5	-7.34% Oct 27, 2025 - Jan 6, 2026	-11.59% Sep 17, 2025 - Jan 7, 2026
#6	-6.20% Mar 21, 2024 - May 15, 2024	-10.88% May 20, 2026 - Jul 21, 2026
#7	-5.44% Sep 8, 2021 - Nov 2, 2021	-10.78% Mar 2, 2026 - May 5, 2026
#8	-4.64% Jan 21, 2021 - Feb 4, 2021	-10.19% Jan 14, 2022 - Feb 9, 2022
#9	-4.42% Feb 12, 2021 - Mar 17, 2021	-7.47% Jan 5, 2024 - Apr 26, 2024
#10	-4.20% Nov 19, 2021 - Dec 8, 2021	-5.46% Aug 17, 2021 - Aug 25, 2021
#11	-4.10% Dec 10, 2021 - Dec 27, 2021	-4.31% Dec 22, 2023 - Jan 4, 2024
#12	-3.97% Oct 14, 2024 - Nov 7, 2024	-3.75% May 5, 2026 - May 20, 2026
#13	-3.91% May 7, 2021 - May 28, 2021	-2.84% Jan 4, 2022 - Jan 12, 2022
#14	-3.33% Oct 8, 2025 - Oct 20, 2025	-2.68% Mar 4, 2022 - Mar 11, 2022
#15	-2.79% Jul 12, 2021 - Jul 23, 2021	-2.44% Sep 7, 2021 - Sep 10, 2021