STXV vs BOAT
Comparison between STRIVE 1000 VALUE ETF (STXV, ETF) and SONICSHARES GLOBAL SHIPPING ETF (BOAT, ETF).
STXV vs BOAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STXV
$79M
BOAT
$79M
Expense Ratio
Winner
STXV
0.18%
BOAT
0.69%
Max Drawdown
Winner
STXV
15.80%
BOAT
42.01%
Sharpe Ratio
Winner
STXV
2.16
BOAT
2.05
5Y Beta
Winner
STXV
0.63
BOAT
0.68
P/E Ratio
STXV
20.02
BOAT
N/A
Forward P/E
STXV
14.36
BOAT
N/A
5Y EPS CAGR
STXV
9.32%
BOAT
N/A
P/S Ratio
STXV
1.65
BOAT
N/A
P/B Ratio
STXV
2.44
BOAT
N/A
STXV vs BOAT - Holdings Comparison
STXV and BOAT have 2 common holdings. Overlap is -5.10%
STXV's top 25 holdings weight is 31.07%. BOAT's top 25 holdings weight is 85.20%.
| Rank | STXV | BOAT |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 3.38% | US DOLLARS (n/a) - 6.48% |
| #2 | BANK OF AMERICA CORP (BAC) - 2.01% | FRONTLINE PLC (FRO) - 5.85% |
| #3 | CHEVRON CORP (CVX) - 2.01% | MATSON INC (MATX) - 5.14% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 1.94% | SITC INTERNATIONAL HOLDINGS CO LTD (n/a) - 5.06% |
| #5 | INTEL CORP (INTC) - 1.79% | A P MOLLER MAERSK AS CLASS B (n/a) - 4.82% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 1.59% | MITSUI O.S.K. LINES LTD (n/a) - 4.69% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.54% | KAWASAKI KISEN KAISHA LTD (n/a) - 4.65% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.45% | SCORPIO TANKERS INC (STNG) - 4.21% |
| #9 | ABBVIE INC (ABBV) - 1.31% | ORIENT OVERSEAS (INTERNATIONAL) LTD (n/a) - 4.11% |
| #10 | QUALCOMM INC (QCOM) - 1.30% | HAFNIA LTD ORDINARY SHARES (n/a) - 4.08% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% | WALLENIUS WILHELMSEN ASA SHS OPPSTARTSFASE 1 (n/a) - 3.95% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.23% | HMM (n/a) - 3.76% |
| #13 | CITIGROUP INC (C) - 1.18% | COSCO SHIPPING HOLDINGS CO LTD CLASS H (n/a) - 3.31% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.14% | CMB.TECH NV (n/a) - 3.28% |
| #15 | MERCK & CO INC (MRK) - 1.13% | INTERNATIONAL SEAWAYS INC (INSW) - 2.89% |
| #16 | WELLS FARGO & CO (WFC) - 1.11% | STAR BULK CARRIERS CORP (SBLK) - 2.32% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 1.05% | ZIM INTEGRATED SHIPPING SERVICES LTD ORDINARY SHARES (ZIM) - 2.25% |
| #18 | AT&T INC (T) - 0.99% | TORM PLC CLASS A (n/a) - 2.13% |
| #19 | MORGAN STANLEY (MS) - 0.86% | HOEGH AUTOLINERS ASA (n/a) - 2.10% |
| #20 | PFIZER INC (PFE) - 0.85% | DHT HOLDINGS INC (DHT) - 1.95% |
| #21 | HONEYWELL INTERNATIONAL INC (HON) - 0.39% | COSCO SHIPPING ENERGY TRANSPORTATION CO LTD CLASS H (n/a) - 1.85% |
| #22 | ACCENTURE PLC CLASS A (ACN) - 0.39% | DANAOS CORP (DAC) - 1.74% |
| #23 | NEXTERA ENERGY INC (NEE) - 0.38% | PACIFIC BASIN SHIPPING LTD (n/a) - 1.60% |
| #24 | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.38% | TEEKAY TANKERS LTD CLASS A (TNK) - 1.56% |
| #25 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.37% | HAPAG-LLOYD AG (n/a) - 1.42% |
| Total Holdings | 667 | 54 |
STXV vs BOAT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
STXV
+3.01%
BOAT
-4.24%
3M
Winner
STXV
+6.64%
BOAT
+0.44%
6M
STXV
+15.10%
Winner
BOAT
+30.04%
1Y
STXV
+27.28%
Winner
BOAT
+49.62%
5Y(CAGR)
STXV
N/A
BOAT
+23.51%
Max(CAGR)
STXV
+14.14%
Winner
BOAT
+23.51%
STXV vs BOAT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | STXV | BOAT |
|---|---|---|
| 2026 | +11.98% | +31.43% |
| 2025 | +16.48% | +20.36% |
| 2024 | +12.42% | +4.07% |
| 2023 | +9.44% | +26.90% |
| 2022 | -1.47% | +3.59% |
| 2021 | N/A | +23.18% |
STXV vs BOAT Drawdown Comparison
The maximum drawdown for STXV was -14.80%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The maximum drawdown for BOAT was -33.94%, occurring on Apr 8, 2025. Recovery took 320 trading sessions.
The current STXV drawdown is -0.35%. The current BOAT drawdown is -5.68%.
| Rank | STXV | BOAT |
|---|---|---|
| #1 | -14.80% Nov 29, 2024 - Jul 3, 2025 | -33.94% Jun 3, 2024 - Sep 12, 2025 |
| #2 | -10.81% Feb 2, 2023 - Jul 24, 2023 | -31.05% May 27, 2022 - Dec 18, 2023 |
| #3 | -10.33% Jul 31, 2023 - Dec 13, 2023 | -16.68% Sep 16, 2021 - Jan 4, 2022 |
| #4 | -5.81% Feb 11, 2026 - Apr 30, 2026 | -15.28% Mar 18, 2022 - May 23, 2022 |
| #5 | -5.64% Nov 30, 2022 - Jan 12, 2023 | -11.59% Sep 17, 2025 - Jan 7, 2026 |
| #6 | -5.35% Mar 28, 2024 - Jul 15, 2024 | -10.78% Mar 2, 2026 - May 5, 2026 |
| #7 | -5.19% Jul 30, 2024 - Aug 23, 2024 | -10.19% Jan 14, 2022 - Feb 9, 2022 |
| #8 | -3.85% Jan 13, 2023 - Feb 2, 2023 | -7.60% May 20, 2026 - May 29, 2026 |
| #9 | -3.40% Jul 23, 2025 - Aug 20, 2025 | -7.47% Jan 5, 2024 - Apr 26, 2024 |
| #10 | -3.34% Nov 12, 2025 - Nov 26, 2025 | -5.46% Aug 17, 2021 - Aug 25, 2021 |
| #11 | -3.02% Oct 3, 2025 - Oct 24, 2025 | -4.31% Dec 22, 2023 - Jan 4, 2024 |
| #12 | -3.02% Aug 30, 2024 - Sep 19, 2024 | -3.75% May 5, 2026 - May 20, 2026 |
| #13 | -2.94% Oct 16, 2024 - Nov 6, 2024 | -2.84% Jan 4, 2022 - Jan 12, 2022 |
| #14 | -2.62% Jan 2, 2024 - Jan 30, 2024 | -2.68% Mar 4, 2022 - Mar 11, 2022 |
| #15 | -2.19% Oct 27, 2025 - Nov 11, 2025 | -2.44% Sep 7, 2021 - Sep 10, 2021 |
Correlation
Correlation between STXV and BOAT is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2021 - 2026)
STXV vs BOAT dividend yield comparison.
| Year | STXV | BOAT |
|---|---|---|
| 2026 | 0.49% | 1.05% |
| 2025 | 2.37% | 8.08% |
| 2024 | 2.36% | 13.89% |
| 2023 | 2.05% | 13.65% |
| 2022 | 0.47% | 13.57% |
| 2021 | 0.00% | 1.36% |
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