Compare · 2 funds side by side · dividends reinvested

WLDR and BOAT

WLDRSimplify×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

WLDR 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

Affinity World Leaders Equity ETFInternational · Global1.05%7.30%+26.6%+32.9%+32.7%+17.8%−8.9%18.4%$143M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: WLDR 2018 · BOAT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Affinity World Leaders Equity ETF · $143M$22,685

WLDR

BOAT

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

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

WLDRMeasureBOAT

+26.6%Year to dateJan 1 → Nov 4+68.9%

+32.9%1 yearTotal return+70.7%

+32.7%3 years · per year$10,000 became $23,373 · $23,977+33.8%

+17.8%5 years · per year$10,000 became $22,685 · $32,671+26.7%

1.05%Expense ratio$105 · $69 a year on $10k · lower is better0.69%

7.30%Trailing 12-mo yield$730 · $601 a year on $10k6.01%

−8.9%Worst dropSmaller is better−10.9%

18.4%VolatilityLower is calmer22.0%

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

3–5BOAT wins

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

More Ways to See the Pairs

WLDR vs BOAT: Top 5 Holdings

Today

WLDR

15.7%in top 5

BOAT

in top 527.2%

WLDRStockBOAT

not top 5FRO6.0%

not top 59104.T5.5%

not top 51308.HK5.3%

not top 5011200.K5.3%

not top 59107.T5.1%

3.4%VZnot top 5

3.3%MUnot top 5

3.2%OMCnot top 5

3.0%Tnot top 5

2.7%HPQnot top 5

Held in common0.3%

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

WLDR vs BOAT Returns, Every Period

SimplifyWLDR

+17.8%

5 years, per year

BOATSonicShares

+26.7%

5 years, per year

WLDRBOATFaded: behind in that period

0–4BOAT wins

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

WLDR vs BOAT

YTD

SimplifyWLDR

+26.6%

BOATSonicShares

+68.9%

+26.6%Year to date+68.9%

−8.9%Worst drop · 1Y−10.9%

18.4%Volatility · 1Y22.0%

7.3%Yield6.0%

$143MAssets$157M

3–1WLDR wins

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

Cost, Income and Risk

Fees: WLDR, BOAT

Today

0.69%lowest, BOAT

FundExpense ratioFee$10k

BOAT0.69%$69

WLDR1.05%$105

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

Yields: WLDR, BOAT

7.30%highest, WLDR

FundTrailing yieldYield$10k

WLDR7.30%$730

BOAT6.01%$601

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

Income After Fees on $10,000

$625most kept, WLDR

WLDR$730 − $105 = $625

BOAT$601 − $69 = $532

KeptFee

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

Overlap: WLDR, BOAT

Today

0.3%most shared, WLDR and BOAT

WLDRBOAT

WLDR—0.3%

BOAT0.3%—

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

WLDRWorst drop−8.9%18.4% 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

WLDRBOAT

+26.6%Year to date+68.9%

7.3%Yield6.0%

+32.9%Past year+70.7%

1.05%Fee0.69%

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