Compare · 2 funds side by side · dividends reinvested

CGV and BOAT

CGVConductor Fund×BOATSonicShares×

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

CGV and BOAT, 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%$157M1.1

Conductor Global Equity Value ETFInternational · Global1.57%5.23%+7.8%+12.8%+13.0%[…]−12.1%14.3%$134M1.9

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: CGV 2013 · BOAT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Conductor Global Equity Value ETF · $134M[…]

CGV

BOAT

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

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

CGVMeasureBOAT

+7.8%Year to dateJan 1 → Nov 4+68.9%

+12.8%1 yearTotal return+70.7%

+13.0%3 years · per year$10,000 became $14,438 · $23,977+33.8%

[…]5 years · per year$10,000 became […] · $32,671+26.7%

1.57%Expense ratio$157 · $69 a year on $10k · lower is better0.69%

5.23%Trailing 12-mo yield$523 · $601 a year on $10k6.01%

−12.1%Worst dropSmaller is better−10.9%

14.3%VolatilityLower is calmer22.0%

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

1–6BOAT wins

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

More Ways to See the Pairs

CGV vs BOAT: Top 5 Holdings

Today

CGV

10.9%in top 5

BOAT

in top 527.2%

CGVStockBOAT

not top 5FRO6.0%

not top 59104.T5.5%

not top 51308.HK5.3%

not top 5011200.K5.3%

not top 59107.T5.1%

2.9%DPM.TOnot top 5

2.0%SPRC.BKnot top 5

2.0%4528.Tnot top 5

2.0%ITH.Lnot top 5

2.0%COHUnot top 5

Held in common2.9%

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

CGV vs BOAT Returns, Every Period

Conductor FundCGV

+12.8%

past year

BOATSonicShares

+70.7%

past year

CGVBOATFaded: behind in that period

0–3BOAT wins

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

CGV vs BOAT

YTD

Conductor FundCGV

+7.8%

BOATSonicShares

+68.9%

+7.8%Year to date+68.9%

−12.1%Worst drop · 1Y−10.9%

14.3%Volatility · 1Y22.0%

5.2%Yield6.0%

$134MAssets$157M

3–1BOAT wins

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

Cost, Income and Risk

Fees: CGV, BOAT

Today

0.69%lowest, BOAT

FundExpense ratioFee$10k

BOAT0.69%$69

CGV1.57%$157

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

Yields: CGV, BOAT

6.01%highest, BOAT

FundTrailing yieldYield$10k

BOAT6.01%$601

CGV5.23%$523

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

Income After Fees on $10,000

$532most kept, BOAT

BOAT$601 − $69 = $532

CGV$523 − $157 = $366

KeptFee

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

Overlap: CGV, BOAT

Today

2.9%most shared, CGV and BOAT

CGVBOAT

CGV—2.9%

BOAT2.9%—

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

CGVWorst drop−12.1%14.3% 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

BOATCGV

+68.9%Year to date+7.8%

6.0%Yield5.2%

+70.7%Past year+12.8%

0.69%Fee1.57%

4–0BOAT 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