Compare · 2 funds side by side · dividends reinvested

GAIQ and BOAT

GAIQGuinness Atkinson×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 / 03

GAIQ 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%$155M1.0

Guinness Atkinson Global Innovators Fund: ETF Class SharesInternational · Global0.79%0.00%[…][…][…][…][…][…]$650K2.0

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: GAIQ 2026 · BOAT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Guinness Atkinson Global Innovators Fund: ETF Class Shares · $650K[…]

GAIQ

BOAT

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

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

GAIQMeasureBOAT

[…]Year to dateJan 1 → Nov 5+68.9%

[…]1 yearTotal return+70.7%

[…]3 years · per year$10,000 became […] · $23,977+33.8%

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

0.79%Expense ratio$79 · $69 a year on $10k · lower is better0.69%

0.00%Trailing 12-mo yield$0 · $601 a year on $10k6.01%

[…]Worst dropSmaller is better−10.9%

[…]VolatilityLower is calmer22.0%

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

0–2BOAT wins

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

More Ways to See the Pairs

GAIQ vs BOAT: Top 5 Holdings

Today

GAIQ

16.4%in top 5

BOAT

in top 527.3%

GAIQStockBOAT

not top 51308.HK5.7%

not top 5FRO5.6%

not top 59104.T5.5%

not top 5011200.K5.4%

not top 59107.T5.0%

3.5%AMDnot top 5

3.4%MSFTnot top 5

3.3%TMOnot top 5

3.1%Vnot top 5

3.1%AAPLnot top 5

Held in common0.0%

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

GAIQ vs BOAT Returns, Every Period

Guinness AtkinsonGAIQ

[…]

past year

BOATSonicShares

+70.7%

past year

Returns […]

GAIQBOATFaded: behind in that period

0–0Level

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

GAIQ vs BOAT

YTD

Guinness AtkinsonGAIQ

[…]

BOATSonicShares

+68.9%

[…]Year to date+68.9%

[…]Worst drop · 1Y−10.9%

[…]Volatility · 1Y22.0%

0.0%Yield6.0%

$650KAssets$155M

1–0BOAT wins

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

Cost, Income and Risk

Fees: GAIQ, BOAT

Today

0.69%lowest, BOAT

FundExpense ratioFee$10k

BOAT0.69%$69

GAIQ0.79%$79

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

Yields: GAIQ, BOAT

6.01%highest, BOAT

FundTrailing yieldYield$10k

BOAT6.01%$601

GAIQ0.00%$0

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

Income After Fees on $10,000

$532most kept, BOAT

BOAT$601 − $69 = $532

GAIQ$0 − $79 = −$79

KeptFee

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

Overlap: GAIQ, BOAT

Today

0.0%most shared, GAIQ and BOAT

GAIQBOAT

GAIQ—0.0%

BOAT0.0%—

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

Return vs Bumpiness: 2 ETFs

+70.7%BOAT, at 22.0% volatility

BOATWorst drop−10.9%22.0% vol

GAIQWorst drop[…][…]

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

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

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End-of-day Nov 5, 2026

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YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026