Compare · 2 funds side by side · dividends reinvested

HFGM and BOAT

HFGMUnlimited×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 / 04

HFGM and BOAT, 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%$155M1.1

Unlimited HFGM Global Macro ETFInternational · Global1.01%11.74%−4.3%−3.6%[…][…]−21.2%23.0%$143M1.8

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: HFGM 2025 · BOAT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Unlimited HFGM Global Macro ETF · $143M[…]

HFGM

BOAT

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

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

HFGMMeasureBOAT

−4.3%Year to dateJan 1 → Nov 5+59.6%

−3.6%1 yearTotal return+65.5%

[…]3 years · per year$10,000 became […] · $22,823+31.7%

[…]5 years · per year$10,000 became […] · $30,445+24.9%

1.01%Expense ratio$101 · $69 a year on $10k · lower is better0.69%

11.74%Trailing 12-mo yield$1,174 · $636 a year on $10k6.36%

−21.2%Worst dropSmaller is better−13.3%

23.0%VolatilityLower is calmer22.6%

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

1–5BOAT wins

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

More Ways to See the Pairs

HFGM vs BOAT: Top 5 Holdings

Today

HFGM

1.4%in top 5

BOAT

in top 527.3%

HFGMStockBOAT

not top 51308.HK5.7%

not top 5FRO5.6%

not top 59104.T5.5%

not top 5011200.K5.4%

not top 59107.T5.0%

1.4%VWOBnot top 5

Held in common0.0%

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

HFGM vs BOAT Returns, Every Period

UnlimitedHFGM

−3.6%

past year

BOATSonicShares

+65.5%

past year

HFGMBOATFaded: behind in that period

0–2BOAT wins

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

HFGM vs BOAT

YTD

UnlimitedHFGM

−4.3%

BOATSonicShares

+59.6%

−4.3%Year to date+59.6%

−21.2%Worst drop · 1Y−13.3%

23.0%Volatility · 1Y22.6%

11.7%Yield6.4%

$143MAssets$155M

3–1BOAT wins

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

Cost, Income and Risk

Fees: HFGM, BOAT

Today

0.69%lowest, BOAT

FundExpense ratioFee$10k

BOAT0.69%$69

HFGM1.01%$101

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

Yields: HFGM, BOAT

11.74%highest, HFGM

FundTrailing yieldYield$10k

HFGM11.74%$1,174

BOAT6.36%$636

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

Income After Fees on $10,000

$1,073most kept, HFGM

HFGM$1,174 − $101 = $1,073

BOAT$636 − $69 = $567

KeptFee

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

Overlap: HFGM, BOAT

Today

0.0%most shared, HFGM and BOAT

HFGMBOAT

HFGM—0.0%

BOAT0.0%—

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

BOATWorst drop−13.3%22.6% vol

HFGMWorst drop−21.2%23.0% vol

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

Paid More vs Made More

YTD

HFGMBOAT

−4.3%Year to date+59.6%

11.7%Yield6.4%

−3.6%Past year+65.5%

1.01%Fee0.69%

3–1BOAT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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