Compare · 2 funds side by side · dividends reinvested

MVFG and BOAT

MVFGMonarch×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

MVFG 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

Monarch Volume Factor Global Unconstrained ETFInternational · Global1.41%1.69%+13.8%+13.0%[…][…]−12.0%16.9%$186M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: MVFG 2024 · BOAT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Volume Factor Global Unconstrained ETF · $186M[…]

MVFG

BOAT

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

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

MVFGMeasureBOAT

+13.8%Year to dateJan 1 → Nov 4+68.9%

+13.0%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%

1.41%Expense ratio$141 · $69 a year on $10k · lower is better0.69%

1.69%Trailing 12-mo yield$169 · $601 a year on $10k6.01%

−12.0%Worst dropSmaller is better−10.9%

16.9%VolatilityLower is calmer22.0%

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

1–5BOAT wins

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

More Ways to See the Pairs

MVFG vs BOAT: Top 5 Holdings

Today

MVFG

21.2%in top 5

BOAT

in top 527.2%

MVFGStockBOAT

not top 5FRO6.0%

not top 59104.T5.5%

not top 51308.HK5.3%

not top 5011200.K5.3%

not top 59107.T5.1%

4.3%SDYnot top 5

4.3%VSDAnot top 5

4.3%SPYDnot top 5

4.2%FNKnot top 5

4.2%SDOGnot top 5

Held in common0.0%

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

MVFG vs BOAT Returns, Every Period

MonarchMVFG

+13.0%

past year

BOATSonicShares

+70.7%

past year

MVFGBOATFaded: behind in that period

0–2BOAT wins

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

MVFG vs BOAT

YTD

MonarchMVFG

+13.8%

BOATSonicShares

+68.9%

+13.8%Year to date+68.9%

−12.0%Worst drop · 1Y−10.9%

16.9%Volatility · 1Y22.0%

1.7%Yield6.0%

$186MAssets$157M

3–1BOAT wins

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

Cost, Income and Risk

Fees: MVFG, BOAT

Today

0.69%lowest, BOAT

FundExpense ratioFee$10k

BOAT0.69%$69

MVFG1.41%$141

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

Yields: MVFG, BOAT

6.01%highest, BOAT

FundTrailing yieldYield$10k

BOAT6.01%$601

MVFG1.69%$169

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

Income After Fees on $10,000

$532most kept, BOAT

BOAT$601 − $69 = $532

MVFG$169 − $141 = $28

KeptFee

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

Overlap: MVFG, BOAT

Today

0.0%most shared, MVFG and BOAT

MVFGBOAT

MVFG—0.0%

BOAT0.0%—

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

MVFGWorst drop−12.0%16.9% 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

BOATMVFG

+68.9%Year to date+13.8%

6.0%Yield1.7%

+70.7%Past year+13.0%

0.69%Fee1.41%

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