Compare · 2 funds side by side · dividends reinvested

SAGP and BOAT

SAGPStrategas×BOATSonicShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$32,181BOAT · best of the two

02 / 04

SAGP and BOAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SonicShares Global Shipping ETFInternational · Global0.69%5.94%+70.8%+72.4%+34.5%+26.3%−10.9%22.0%$157M1.4

Strategas Global Policy Opportunities ETFInternational · Global0.65%3.02%+10.3%+12.0%+21.2%[…]−8.9%13.2%$79M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SAGP 2022 · BOAT 2021

Head to Head

Swap sides Versus in desk

Head to Head

SonicShares Global Shipping ETF · $157M$32,181

BOAT

SAGP

Strategas Global Policy Opportunities ETF · $79M[…]

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

BOATMeasureSAGP

+70.8%Year to dateJan 1 → Nov 3+10.3%

+72.4%1 yearTotal return+12.0%

+34.5%3 years · per year$10,000 became $24,311 · $17,786+21.2%

+26.3%5 years · per year$10,000 became $32,181 · […][…]

0.69%Expense ratio$69 · $65 a year on $10k · lower is better0.65%

5.94%Trailing 12-mo yield$594 · $302 a year on $10k3.02%

−10.9%Worst dropSmaller is better−8.9%

22.0%VolatilityLower is calmer13.2%

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

4–3BOAT wins

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

More Ways to See the Pairs

BOAT vs SAGP: Top 5 Holdings

Today

BOAT

27.0%in top 5

SAGP

in top 539.3%

BOATStockSAGP

not top 5STE30.5%

5.9%FROnot top 5

5.4%1308.HKnot top 5

5.4%9104.Tnot top 5

5.3%011200.Knot top 5

5.0%9107.Tnot top 5

not top 5CSL3.3%

not top 5SMIN2.1%

not top 5EQT1.8%

not top 5LMT1.6%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

BOAT vs SAGP Returns, Every Period

SonicSharesBOAT

+72.4%

past year

SAGPStrategas

+12.0%

past year

BOATSAGPFaded: behind in that period

3–0BOAT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BOAT vs SAGP

YTD

SonicSharesBOAT

+70.8%

SAGPStrategas

+10.3%

+70.8%Year to date+10.3%

−10.9%Worst drop · 1Y−8.9%

22.0%Volatility · 1Y13.2%

5.9%Yield3.0%

$157MAssets$79.4M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAGP, BOAT

Today

0.65%lowest, SAGP

FundExpense ratioFee$10k

SAGP0.65%$65

BOAT0.69%$69

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SAGP, BOAT

5.94%highest, BOAT

FundTrailing yieldYield$10k

BOAT5.94%$594

SAGP3.02%$302

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$525most kept, BOAT

BOAT$594 − $69 = $525

SAGP$302 − $65 = $237

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SAGP, BOAT

Today

0.0%most shared, SAGP and BOAT

SAGPBOAT

SAGP—0.0%

BOAT0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+72.4%BOAT, at 22.0% volatility

SAGPWorst drop−8.9%13.2% vol

BOATWorst drop−10.9%22.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BOATSAGP

+70.8%Year to date+10.3%

5.9%Yield3.0%

+72.4%Past year+12.0%

0.69%Fee0.65%

3–1BOAT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026