Compare · 2 funds side by side · dividends reinvested

BOAT and SCHD

BOATSonicShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$32,671BOAT · best of the two

02 / 04

BOAT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SonicShares Global Shipping ETFInternational · Global0.69%6.01%+68.9%+70.7%+33.8%+26.7%−10.9%22.0%$157M1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: BOAT 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

SonicShares Global Shipping ETF · $157M$32,671

BOAT

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BOATMeasureSCHD

+68.9%Year to dateJan 1 → Nov 4+35.3%

+70.7%1 yearTotal return+41.6%

+33.8%3 years · per year$10,000 became $23,977 · $17,908+21.4%

+26.7%5 years · per year$10,000 became $32,671 · $16,881+11.0%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

6.01%Trailing 12-mo yield$601 · $291 a year on $10k2.91%

−10.9%Worst dropSmaller is better−6.9%

22.0%VolatilityLower is calmer11.5%

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

5–3BOAT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BOAT vs SCHD: Top 5 Holdings

Today

BOAT

27.2%in top 5

SCHD

in top 521.6%

BOATStockSCHD

6.0%FROnot top 5

5.5%9104.Tnot top 5

5.3%1308.HKnot top 5

5.3%011200.Knot top 5

5.1%9107.Tnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

BOAT vs SCHD Returns, Every Period

SonicSharesBOAT

+26.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

BOATSCHDFaded: behind in that period

4–0BOAT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: BOAT vs SCHD

YTD

SonicSharesBOAT

+68.9%

SCHDSchwab

+35.3%

+68.9%Year to date+35.3%

−10.9%Worst drop · 1Y−6.9%

22.0%Volatility · 1Y11.5%

6.0%Yield2.9%

$157MAssets$121B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BOAT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BOAT0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BOAT, SCHD

6.01%highest, BOAT

FundTrailing yieldYield$10k

BOAT6.01%$601

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$532most kept, BOAT

BOAT$601 − $69 = $532

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BOAT, SCHD

Today

0.0%most shared, BOAT and SCHD

BOATSCHD

BOAT—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+70.7%BOAT, at 22.0% volatility

SCHDWorst drop−6.9%11.5% vol

BOATWorst drop−10.9%22.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BOATSCHD

+68.9%Year to date+35.3%

6.0%Yield2.9%

+70.7%Past year+41.6%

0.69%Fee0.06%

3–1BOAT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026