HWGV vs BOAT

AHWGV

BBOAT

Measures won0–2BOAT wins · of 6 · 5Y

$10,000 · 5Y$28,896BOAT

Lowest cost0.69%BOAT · $69 on $10k

Most income6.42%BOAT · $642 on $10k

Smallest drop−16.4%BOAT · worst fall in 1Y

Held in common0.0%HWGV and BOAT

HWGV

BOAT

Hotchkis & Wiley Global Value Fund · $3MSonicShares Global Shipping ETF · $120M

[…]3 years · per year[…] · $22,588+31.2%

[…]5 years · per year[…] · $28,896+23.6%

1.06%Expense ratio$106 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $642 on $10k6.42%

[…]Worst dropSmaller wins

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BBOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.42%	+2.7%	+58.1%	+57.5%	+31.2%	+23.6%	−16.4%	$120M
2	AHWGV	Hotchkis & Wiley Global Value FundRead Desk		1.06%	0.00%	+0.5%	new	new	new	new	[…]	$3M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BBOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.42%	+2.7%	+58.1%	+57.5%	+31.2%	+23.6%	−16.4%	$120M
2	AHWGV	Hotchkis & Wiley Global Value FundRead Desk		1.06%	0.00%	+0.5%	new	new	new	new	[…]	$3M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HWGV vs BOAT

HWGV

Hotchkis & Wiley Global Value Fund

[…]

BOAT

SonicShares Global Shipping

$28,896

MeasureHWGVBOAT

Fee1.06%0.69%

Cost on $10k a year$106$69

Yield0.00%6.42%

5 years, per year[…]+23.6%

3 years, per year[…]+31.2%

Worst drop · 1Y[…]−16.4%

Volatility · 1Y[…]22.8%

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HWGV vs BOAT

Both

Both

$10,000 in HWGV, BOAT

Overlap: HWGV, BOAT

HWGV vs BOAT

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Overlap: HWGV, BOAT

Income After Fees on $10,000