Compare · 3 funds side by side · dividends reinvested

BOAT, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$29,133BOAT · best of the three

02 / 04

BOAT, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SonicShares Global Shipping ETFInternational · Global0.69%6.47%+56.8%+59.4%+29.6%+23.8%−14.8%22.6%$143M1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BOAT 2021 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

SonicShares Global Shipping ETF · $143M$29,133

BOAT

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

BOATMeasureSPY

+56.8%Year to dateJan 1 → Nov 9+11.2%

+59.4%1 yearTotal return+13.5%

+29.6%3 years · per year$10,000 became $21,748 · $18,118+21.9%

+23.8%5 years · per year$10,000 became $29,133 · $17,493+11.8%

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

6.47%Trailing 12-mo yield$647 · $101 a year on $10k1.01%

−14.8%Worst dropSmaller is better−8.9%

22.6%VolatilityLower is calmer13.7%

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

5–3BOAT wins

End-of-day Nov 9, 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

26.4%in top 5

SPY

in top 527.8%

BOATStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.6%FROnot top 5

5.6%1308.HKnot top 5

5.4%011200.Knot top 5

5.0%9104.Tnot top 5

4.8%0316.HKnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

BOAT vs SPY Returns, Every Period

SonicSharesBOAT

+23.8%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

BOATSPYFaded: behind in that period

4–0BOAT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Core: BOAT vs VOO

YTD

SonicSharesBOAT

+56.8%

VOOVanguard

+11.3%

+56.8%Year to date+11.3%

−14.8%Worst drop · 1Y−8.9%

22.6%Volatility · 1Y13.7%

6.5%Yield1.1%

$143MAssets$1.00T

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BOAT, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

BOAT0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BOAT, SPY, VOO

6.47%highest, BOAT

FundTrailing yieldYield$10k

BOAT6.47%$647

VOO1.07%$107

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$578most kept, BOAT

BOAT$647 − $69 = $578

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BOAT, SPY, VOO

Today

92.7%most shared, SPY and VOO

BOATSPYVOO

BOAT—0.0%0.0%

SPY0.0%—92.7%

VOO0.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+59.4%BOAT, at 22.6% volatility

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

BOATWorst drop−14.8%22.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BOATVOO

+56.8%Year to date+11.3%

6.5%Yield1.1%

+59.4%Past year+13.6%

0.69%Fee0.03%

3–1BOAT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026