SFY vs. BOAT
Compare and contrast key facts about SoFi Select 500 ETF (SFY) and SonicShares Global Shipping ETF (BOAT).
SFY and BOAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SFY is a passively managed fund by Toroso Investments that tracks the performance of the Solactive SoFi US 500 Growth Index. It was launched on Apr 11, 2019. 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. Both SFY and BOAT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SFY vs. BOAT - Performance Comparison
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SFY vs. BOAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SFY SoFi Select 500 ETF | -4.64% | 22.67% | 29.81% | 29.36% | -22.84% | 7.41% |
BOAT SonicShares Global Shipping ETF | 29.80% | 22.77% | 5.97% | 24.53% | 6.26% | 23.18% |
Returns By Period
In the year-to-date period, SFY achieves a -4.64% return, which is significantly lower than BOAT's 29.80% return.
SFY
- 1D
- 0.97%
- 1M
- -4.34%
- YTD
- -4.64%
- 6M
- -2.54%
- 1Y
- 24.30%
- 3Y*
- 21.79%
- 5Y*
- 12.84%
- 10Y*
- —
BOAT
- 1D
- -0.07%
- 1M
- -4.44%
- YTD
- 29.80%
- 6M
- 34.27%
- 1Y
- 64.95%
- 3Y*
- 23.84%
- 5Y*
- —
- 10Y*
- —
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SFY vs. BOAT - Expense Ratio Comparison
SFY has a 0.00% expense ratio, which is lower than BOAT's 0.69% expense ratio.
Return for Risk
SFY vs. BOAT — Risk / Return Rank
SFY
BOAT
SFY vs. BOAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Select 500 ETF (SFY) and SonicShares Global Shipping ETF (BOAT). 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.
| SFY | BOAT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 2.66 | -1.49 |
Sortino ratioReturn per unit of downside risk | 1.74 | 3.33 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.48 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 4.27 | -2.20 |
Martin ratioReturn relative to average drawdown | 8.54 | 16.48 | -7.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SFY | BOAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 2.66 | -1.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.97 | -0.20 |
Correlation
The correlation between SFY and BOAT is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SFY vs. BOAT - Dividend Comparison
SFY's dividend yield for the trailing twelve months is around 1.01%, less than BOAT's 6.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SFY SoFi Select 500 ETF | 1.01% | 0.96% | 0.99% | 1.40% | 1.61% | 0.90% | 1.18% | 1.02% |
BOAT SonicShares Global Shipping ETF | 6.31% | 8.08% | 13.89% | 13.65% | 13.57% | 1.36% | 0.00% | 0.00% |
Drawdowns
SFY vs. BOAT - Drawdown Comparison
The maximum SFY drawdown since its inception was -33.25%, roughly equal to the maximum BOAT drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for SFY and BOAT.
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Drawdown Indicators
| SFY | BOAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.25% | -33.94% | +0.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.01% | -15.62% | +3.61% |
Max Drawdown (5Y)Largest decline over 5 years | -27.72% | — | — |
Current DrawdownCurrent decline from peak | -6.85% | -4.44% | -2.41% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -9.94% | +3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 4.05% | -1.13% |
Volatility
SFY vs. BOAT - Volatility Comparison
The current volatility for SoFi Select 500 ETF (SFY) is 6.31%, while SonicShares Global Shipping ETF (BOAT) has a volatility of 8.91%. This indicates that SFY experiences smaller price fluctuations and is considered to be less risky than BOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFY | BOAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 8.91% | -2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.69% | 14.39% | -2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.98% | 24.58% | -3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.95% | 25.24% | -6.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 25.24% | -4.93% |