Compare · 2 funds side by side · dividends reinvested

BOAT and SPY

BOATSonicShares×SPYSPDR×

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

BOAT and SPY, 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%$155M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: BOAT 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

BOAT

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

BOATMeasureSPY

+59.6%Year to dateJan 1 → Nov 5+8.3%

+65.5%1 yearTotal return+9.7%

+31.7%3 years · per year$10,000 became $22,823 · $18,174+22.0%

+24.9%5 years · per year$10,000 became $30,445 · $17,099+11.3%

0.69%Expense ratio$69 · $9 a year on $10k · lower is better0.09%

6.36%Trailing 12-mo yield$636 · $103 a year on $10k1.03%

−13.3%Worst dropSmaller is better−8.9%

22.6%VolatilityLower is calmer13.6%

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

5–3BOAT wins

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

More Ways to See the Pairs

BOAT vs SPY: Top 5 Holdings

Today

BOAT

27.3%in top 5

SPY

in top 527.7%

BOATStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.7%1308.HKnot top 5

5.6%FROnot top 5

5.5%9104.Tnot top 5

5.4%011200.Knot top 5

5.0%9107.Tnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

BOAT vs SPY Returns, Every Period

SonicSharesBOAT

+24.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

BOATSPYFaded: behind in that period

4–0BOAT wins

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

International vs Core: BOAT vs SPY

YTD

SonicSharesBOAT

+59.6%

SPYSPDR

+8.3%

+59.6%Year to date+8.3%

−13.3%Worst drop · 1Y−8.9%

22.6%Volatility · 1Y13.6%

6.4%Yield1.0%

$155MAssets$805B

2–2level

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

Cost, Income and Risk

Fees: BOAT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BOAT0.69%$69

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

Yields: BOAT, SPY

6.36%highest, BOAT

FundTrailing yieldYield$10k

BOAT6.36%$636

SPY1.03%$103

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

Income After Fees on $10,000

$567most kept, BOAT

BOAT$636 − $69 = $567

SPY$103 − $9 = $94

KeptFee

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

Overlap: BOAT, SPY

Today

0.0%most shared, BOAT and SPY

BOATSPY

BOAT—0.0%

SPY0.0%—

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

SPYWorst drop−8.9%13.6% 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

BOATSPY

+59.6%Year to date+8.3%

6.4%Yield1.0%

+65.5%Past year+9.7%

0.69%Fee0.09%

3–1BOAT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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