BOAT vs. VDC
Compare and contrast key facts about SonicShares Global Shipping ETF (BOAT) and Vanguard Consumer Staples ETF (VDC).
BOAT and VDC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BOAT is a passively managed fund by Toroso Investments that tracks the performance of the Solactive Global Shipping Index - Benchmark TR Net. It was launched on Aug 3, 2021. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004. Both BOAT and VDC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BOAT or VDC.
Key characteristics
| BOAT | VDC | |
|---|---|---|
| YTD Return | 12.04% | 13.27% |
| 1Y Return | 25.55% | 19.40% |
| 3Y Return (Ann) | 18.26% | 6.34% |
| Sharpe Ratio | 1.00 | 1.99 |
| Sortino Ratio | 1.43 | 2.86 |
| Omega Ratio | 1.18 | 1.34 |
| Calmar Ratio | 1.30 | 2.03 |
| Martin Ratio | 3.06 | 13.30 |
| Ulcer Index | 7.55% | 1.47% |
| Daily Std Dev | 23.20% | 9.85% |
| Max Drawdown | -31.09% | -34.24% |
| Current Drawdown | -14.32% | -3.41% |
Correlation
The correlation between BOAT and VDC is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BOAT vs. VDC - Performance Comparison
In the year-to-date period, BOAT achieves a 12.04% return, which is significantly lower than VDC's 13.27% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BOAT vs. VDC - Expense Ratio Comparison
BOAT has a 0.69% expense ratio, which is higher than VDC's 0.10% expense ratio.
Risk-Adjusted Performance
BOAT vs. VDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SonicShares Global Shipping ETF (BOAT) and Vanguard Consumer Staples ETF (VDC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BOAT vs. VDC - Dividend Comparison
BOAT's dividend yield for the trailing twelve months is around 6.88%, more than VDC's 2.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOAT SonicShares Global Shipping ETF | 6.88% | 13.65% | 13.57% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDC Vanguard Consumer Staples ETF | 2.60% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% | 2.21% |
Drawdowns
BOAT vs. VDC - Drawdown Comparison
The maximum BOAT drawdown since its inception was -31.09%, smaller than the maximum VDC drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for BOAT and VDC. For additional features, visit the drawdowns tool.
Volatility
BOAT vs. VDC - Volatility Comparison
SonicShares Global Shipping ETF (BOAT) has a higher volatility of 6.97% compared to Vanguard Consumer Staples ETF (VDC) at 2.58%. This indicates that BOAT's price experiences larger fluctuations and is considered to be riskier than VDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.