Compare · 2 funds side by side · dividends reinvested

TBLU and BOAT

TBLUTortoise×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

TBLU 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%$157M1.3

Tortoise Global Water FundInternational · Global0.40%3.38%+4.5%+3.5%+15.4%+4.2%−13.3%15.8%$56M1.8

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: TBLU 2017 · BOAT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise Global Water Fund · $56M$12,274

TBLU

BOAT

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

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

TBLUMeasureBOAT

+4.5%Year to dateJan 1 → Nov 4+68.9%

+3.5%1 yearTotal return+70.7%

+15.4%3 years · per year$10,000 became $15,352 · $23,977+33.8%

+4.2%5 years · per year$10,000 became $12,274 · $32,671+26.7%

0.40%Expense ratio$40 · $69 a year on $10k · lower is better0.69%

3.38%Trailing 12-mo yield$338 · $601 a year on $10k6.01%

−13.3%Worst dropSmaller is better−10.9%

15.8%VolatilityLower is calmer22.0%

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

2–6BOAT wins

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

More Ways to See the Pairs

TBLU vs BOAT: Top 5 Holdings

Today

TBLU

39.7%in top 5

BOAT

in top 527.2%

TBLUStockBOAT

8.9%VLTOnot top 5

8.1%ECLnot top 5

7.8%FERGnot top 5

7.6%AWKnot top 5

7.3%VIE.PAnot top 5

not top 5FRO6.0%

not top 59104.T5.5%

not top 51308.HK5.3%

not top 5011200.K5.3%

not top 59107.T5.1%

Held in common0.0%

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

TBLU vs BOAT Returns, Every Period

TortoiseTBLU

+4.2%

5 years, per year

BOATSonicShares

+26.7%

5 years, per year

TBLUBOATFaded: behind in that period

0–4BOAT wins

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

TBLU vs BOAT

YTD

TortoiseTBLU

+4.5%

BOATSonicShares

+68.9%

+4.5%Year to date+68.9%

−13.3%Worst drop · 1Y−10.9%

15.8%Volatility · 1Y22.0%

3.4%Yield6.0%

$56.0MAssets$157M

3–1BOAT wins

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

Cost, Income and Risk

Fees: TBLU, BOAT

Today

0.40%lowest, TBLU

FundExpense ratioFee$10k

TBLU0.40%$40

BOAT0.69%$69

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

Yields: TBLU, BOAT

6.01%highest, BOAT

FundTrailing yieldYield$10k

BOAT6.01%$601

TBLU3.38%$338

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

Income After Fees on $10,000

$532most kept, BOAT

BOAT$601 − $69 = $532

TBLU$338 − $40 = $298

KeptFee

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

Overlap: TBLU, BOAT

Today

0.0%most shared, TBLU and BOAT

TBLUBOAT

TBLU—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

TBLUWorst drop−13.3%15.8% 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

BOATTBLU

+68.9%Year to date+4.5%

6.0%Yield3.4%

+70.7%Past year+3.5%

0.69%Fee0.40%

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