SFYF vs. BOAT

Last updated Jun 26, 2026

SFYF (SoFi Social 50 ETF) and BOAT (SonicShares Global Shipping ETF) are both exchange-traded funds - SFYF is a Large Cap Growth Equities fund tracking the SoFi Social 50 Index, while BOAT is a Transportation Equities fund tracking the Solactive Global Shipping Index. Both are passively managed. Over the past 3 years, SFYF returned 32.16%/yr vs 27.19%/yr for BOAT. At a 0.37 correlation, their price movements are largely independent. SFYF charges 0.29%/yr vs 0.69%/yr for BOAT.

Performance

SFYF vs. BOAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Social 50 ETF (SFYF) and SonicShares Global Shipping ETF (BOAT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SFYF achieves a 6.40% return, which is significantly lower than BOAT's 29.32% return.

SFYF

• 1D: -0.77%
• 1M: -6.35%
• YTD: 6.40%
• 6M: 4.11%
• 1Y: 29.18%
• 3Y*: 32.16%
• 5Y*: 9.54%
• 10Y*: —

BOAT

• 1D: -2.58%
• 1M: -3.81%
• YTD: 29.32%
• 6M: 29.39%
• 1Y: 48.67%
• 3Y*: 27.19%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SFYF vs. BOAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
SFYF SoFi Social 50 ETF	6.40%	30.00%	44.62%	56.80%	-47.73%	-1.00%
BOAT SonicShares Global Shipping ETF	29.32%	22.77%	5.97%	24.53%	6.26%	21.24%

Correlation

The correlation between SFYF and BOAT is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (3Y) Calculated over the trailing 3-year period	0.26
Correlation (All Time) Calculated using the full available price history since Aug 4, 2021	0.37

The correlation between SFYF and BOAT shifts across timeframes, from 0.23 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.

SFYF vs. BOAT - Sectors Allocation Comparison

Sectors	SFYF	BOAT
Technology	34.9%	-
Consumer Cyclical	24.6%	-
Communication Services	16.7%	-
Financial Services	7.5%	4.7%
Healthcare	6.8%	-
Consumer Defensive	6.0%	-
Industrials	1.2%	25.4%
Real Estate	1.1%	-
Energy	0.7%	16.1%
Basic Materials	-	-
Utilities	-	-

Return for Risk

SFYF vs. BOAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SFYF

SFYF Risk / Return Rank: 45
SFYF Sharpe Ratio Rank: 49
SFYF Sortino Ratio Rank: 45
SFYF Omega Ratio Rank: 46
SFYF Calmar Ratio Rank: 44
SFYF Martin Ratio Rank: 43

BOAT

BOAT Risk / Return Rank: 83
BOAT Sharpe Ratio Rank: 87
BOAT Sortino Ratio Rank: 85
BOAT Omega Ratio Rank: 80
BOAT Calmar Ratio Rank: 86
BOAT Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SFYF vs. BOAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Social 50 ETF (SFYF) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SFYF	BOAT	Difference
Sharpe ratio: Return per unit of total volatility	1.49	2.49	-0.99
Sortino ratio: Return per unit of downside risk	2.00	3.29	-1.29
Omega ratio: Gain probability vs. loss probability	1.26	1.41	-0.15
Calmar ratio: Return relative to maximum drawdown	1.93	4.22	-2.28
Martin ratio: Return relative to average drawdown	6.12	12.83	-6.71

SFYF vs. BOAT - Sharpe Ratio Comparison

The current SFYF Sharpe Ratio is 1.49, which is lower than the BOAT Sharpe Ratio of 2.49. The chart below compares the historical Sharpe Ratios of SFYF and BOAT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SFYF vs. BOAT - Drawdown Comparison

The maximum SFYF drawdown since its inception was -56.09%, which is greater than BOAT's maximum drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for SFYF and BOAT.

Drawdown Indicators

	SFYF	BOAT	Difference
Max Drawdown Largest peak-to-trough decline	-56.09%	-33.94%	-22.15%
Max Drawdown (1Y) Largest decline over 1 year	-15.18%	-11.60%	-3.58%
Max Drawdown (3Y) Largest decline over 3 years	-26.45%	-33.94%	+7.49%
Max Drawdown (5Y) Largest decline over 5 years	-56.09%	—	—
Current Drawdown Current decline from peak	-8.92%	-7.00%	-1.92%
Average Drawdown Average peak-to-trough decline	-16.48%	-9.63%	-6.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.78%	3.80%	+0.98%

Volatility

SFYF vs. BOAT - Volatility Comparison

SoFi Social 50 ETF (SFYF) has a higher volatility of 8.04% compared to SonicShares Global Shipping ETF (BOAT) at 6.13%. This indicates that SFYF's price experiences larger fluctuations and is considered to be riskier than BOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SFYF	BOAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.04%	6.13%	+1.91%
Volatility (6M) Calculated over the trailing 6-month period	15.00%	15.79%	-0.79%
Volatility (1Y) Calculated over the trailing 1-year period	19.64%	19.67%	-0.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.38%	25.07%	+4.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.68%	25.07%	+5.61%

SFYF vs. BOAT - Expense Ratio Comparison

SFYF has a 0.29% expense ratio, which is lower than BOAT's 0.69% expense ratio.

Dividends

SFYF vs. BOAT - Dividend Comparison

SFYF's dividend yield for the trailing twelve months is around 0.31%, less than BOAT's 6.34% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BOAT SonicShares Global Shipping ETF	6.34%	8.08%	13.89%	13.65%	13.57%	1.36%	0.00%	0.00%
SFYF SoFi Social 50 ETF	0.31%	0.33%	0.31%	1.71%	1.19%	0.26%	0.40%	0.73%

Frequently Asked Questions

Can I hold both SFYF and BOAT in my portfolio?

SFYF and BOAT have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SFYF or BOAT?

SFYF has higher volatility (8.04%) compared to BOAT (6.13%). In terms of maximum drawdown, SFYF dropped -56.09% vs BOAT's -33.94%.

Which ETF is better, SFYF or BOAT?

On 3-year performance, SFYF leads with 32.16% vs 27.19% for BOAT. On fees, SFYF is cheaper at 0.29% per year. On volatility, BOAT has been the lower-risk option at 6.13%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SFYF or BOAT?

Over the 3-year period, SFYF has performed better with a 32.16% return vs 27.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SFYF or BOAT?

SFYF is cheaper with a 0.29% expense ratio, compared with 0.69% for BOAT.

Which ETF pays a higher dividend yield, SFYF or BOAT?

BOAT has the higher dividend yield at 6.34%, compared with 0.31% for SFYF.

What is the main difference between SFYF and BOAT?

SFYF is categorized as Large Cap Growth Equities, while BOAT is Transportation Equities. SFYF tracks SoFi Social 50 Index, while BOAT tracks Solactive Global Shipping Index. They also come from different issuers: Toroso Investments and Tidal Investments. Their fees differ too: 0.29% for SFYF and 0.69% for BOAT.

Which has better risk-adjusted returns?

BOAT currently has the higher Sharpe Ratio (2.49 vs 1.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.