Compare · 2 funds side by side · dividends reinvested

AZTD and BOAT

AZTDAztlan×BOATSonicShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$30,445BOAT · best of the two

02 / 04

AZTD and BOAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SonicShares Global Shipping ETFInternational · Global0.69%6.36%+59.6%+65.5%+31.7%+24.9%−13.3%22.6%$155M1.3

Aztlan Global Stock Selection Dm SMID ETFInternational · Global0.75%1.02%+3.4%+8.3%+16.6%[…]−12.2%18.3%$35M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AZTD 2022 · BOAT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Aztlan Global Stock Selection Dm SMID ETF · $35M[…]

AZTD

BOAT

SonicShares Global Shipping ETF · $155M$30,445

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

AZTDMeasureBOAT

+3.4%Year to dateJan 1 → Nov 5+59.6%

+8.3%1 yearTotal return+65.5%

+16.6%3 years · per year$10,000 became $15,872 · $22,823+31.7%

[…]5 years · per year$10,000 became […] · $30,445+24.9%

0.75%Expense ratio$75 · $69 a year on $10k · lower is better0.69%

1.02%Trailing 12-mo yield$102 · $636 a year on $10k6.36%

−12.2%Worst dropSmaller is better−13.3%

18.3%VolatilityLower is calmer22.6%

AZTDBOAT Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5BOAT wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AZTD vs BOAT: Top 5 Holdings

Today

AZTD

11.5%in top 5

BOAT

in top 527.3%

AZTDStockBOAT

not top 51308.HK5.7%

not top 5FRO5.6%

not top 59104.T5.5%

not top 5011200.K5.4%

not top 59107.T5.0%

2.6%YOUnot top 5

2.3%CARGnot top 5

2.2%YETInot top 5

2.2%BAMNB.ASnot top 5

2.2%ANFnot top 5

Held in common5.7%

End-of-day Nov 5, 2026 · share of each fund

AZTD vs BOAT Returns, Every Period

AztlanAZTD

+8.3%

past year

BOATSonicShares

+65.5%

past year

AZTDBOATFaded: behind in that period

0–3BOAT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AZTD vs BOAT

YTD

AztlanAZTD

+3.4%

BOATSonicShares

+59.6%

+3.4%Year to date+59.6%

−12.2%Worst drop · 1Y−13.3%

18.3%Volatility · 1Y22.6%

1.0%Yield6.4%

$35.2MAssets$155M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AZTD, BOAT

Today

0.69%lowest, BOAT

FundExpense ratioFee$10k

BOAT0.69%$69

AZTD0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AZTD, BOAT

6.36%highest, BOAT

FundTrailing yieldYield$10k

BOAT6.36%$636

AZTD1.02%$102

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$567most kept, BOAT

BOAT$636 − $69 = $567

AZTD$102 − $75 = $27

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AZTD, BOAT

Today

5.7%most shared, AZTD and BOAT

AZTDBOAT

AZTD—5.7%

BOAT5.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+65.5%BOAT, at 22.6% volatility

AZTDWorst drop−12.2%18.3% vol

BOATWorst drop−13.3%22.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BOATAZTD

+59.6%Year to date+3.4%

6.4%Yield1.0%

+65.5%Past year+8.3%

0.69%Fee0.75%

4–0BOAT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026