Compare · 2 funds side by side · dividends reinvested

RGEF and BOAT

RGEFRockefeller×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

RGEF 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%$157M1.4

Rockefeller Global Equity ETFInternational · Global0.55%0.96%+14.9%+16.3%[…][…]−10.0%16.0%$780M1.5

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: RGEF 2024 · BOAT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Rockefeller Global Equity ETF · $780M[…]

RGEF

BOAT

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

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

RGEFMeasureBOAT

+14.9%Year to dateJan 1 → Nov 4+68.9%

+16.3%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%

0.55%Expense ratio$55 · $69 a year on $10k · lower is better0.69%

0.96%Trailing 12-mo yield$96 · $601 a year on $10k6.01%

−10.0%Worst dropSmaller is better−10.9%

16.0%VolatilityLower is calmer22.0%

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

3–3Level

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

More Ways to See the Pairs

RGEF vs BOAT: Top 5 Holdings

Today

RGEF

20.7%in top 5

BOAT

in top 527.2%

RGEFStockBOAT

not top 5FRO6.0%

not top 59104.T5.5%

not top 51308.HK5.3%

not top 5011200.K5.3%

not top 59107.T5.1%

5.1%MSFTnot top 5

4.6%GOOGLnot top 5

3.8%NVDAnot top 5

3.7%005930.Knot top 5

3.5%AMZNnot top 5

Held in common0.0%

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

RGEF vs BOAT Returns, Every Period

RockefellerRGEF

+16.3%

past year

BOATSonicShares

+70.7%

past year

RGEFBOATFaded: behind in that period

0–2BOAT wins

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

RGEF vs BOAT

YTD

RockefellerRGEF

+14.9%

BOATSonicShares

+68.9%

+14.9%Year to date+68.9%

−10.0%Worst drop · 1Y−10.9%

16.0%Volatility · 1Y22.0%

1.0%Yield6.0%

$780MAssets$157M

2–2level

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

Cost, Income and Risk

Fees: RGEF, BOAT

Today

0.55%lowest, RGEF

FundExpense ratioFee$10k

RGEF0.55%$55

BOAT0.69%$69

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

Yields: RGEF, BOAT

6.01%highest, BOAT

FundTrailing yieldYield$10k

BOAT6.01%$601

RGEF0.96%$96

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

Income After Fees on $10,000

$532most kept, BOAT

BOAT$601 − $69 = $532

RGEF$96 − $55 = $41

KeptFee

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

Overlap: RGEF, BOAT

Today

0.0%most shared, RGEF and BOAT

RGEFBOAT

RGEF—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

RGEFWorst drop−10.0%16.0% 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

BOATRGEF

+68.9%Year to date+14.9%

6.0%Yield1.0%

+70.7%Past year+16.3%

0.69%Fee0.55%

3–1BOAT 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