SFYX vs. BOAT
Compare and contrast key facts about SoFi Next 500 ETF (SFYX) and SonicShares Global Shipping ETF (BOAT).
SFYX and BOAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SFYX is a passively managed fund by Toroso Investments that tracks the performance of the Solactive SoFi US Next 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 SFYX 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
SFYX vs. BOAT - Performance Comparison
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SFYX vs. BOAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SFYX SoFi Next 500 ETF | 5.66% | 14.25% | 14.45% | 17.70% | -22.88% | 2.67% |
BOAT SonicShares Global Shipping ETF | 29.88% | 22.77% | 5.97% | 24.53% | 6.26% | 23.18% |
Returns By Period
In the year-to-date period, SFYX achieves a 5.66% return, which is significantly lower than BOAT's 29.88% return.
SFYX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 5.66%
- 6M
- 7.51%
- 1Y
- 28.83%
- 3Y*
- 13.77%
- 5Y*
- 6.70%
- 10Y*
- —
BOAT
- 1D
- 2.65%
- 1M
- -2.18%
- YTD
- 29.88%
- 6M
- 35.58%
- 1Y
- 66.85%
- 3Y*
- 23.86%
- 5Y*
- —
- 10Y*
- —
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SFYX vs. BOAT - Expense Ratio Comparison
SFYX has a 0.00% expense ratio, which is lower than BOAT's 0.69% expense ratio.
Return for Risk
SFYX vs. BOAT — Risk / Return Rank
SFYX
BOAT
SFYX vs. BOAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Next 500 ETF (SFYX) 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.
| SFYX | BOAT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 2.73 | -1.84 |
Sortino ratioReturn per unit of downside risk | 1.39 | 3.40 | -2.01 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.49 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 4.17 | -3.02 |
Martin ratioReturn relative to average drawdown | 4.98 | 16.10 | -11.12 |
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
| SFYX | BOAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 2.73 | -1.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.97 | -0.56 |
Correlation
The correlation between SFYX and BOAT is 0.45, 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
SFYX vs. BOAT - Dividend Comparison
SFYX's dividend yield for the trailing twelve months is around 1.36%, less than BOAT's 6.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SFYX SoFi Next 500 ETF | 1.36% | 1.44% | 1.25% | 1.51% | 1.56% | 0.90% | 1.16% | 1.02% |
BOAT SonicShares Global Shipping ETF | 6.31% | 8.08% | 13.89% | 13.65% | 13.57% | 1.36% | 0.00% | 0.00% |
Drawdowns
SFYX vs. BOAT - Drawdown Comparison
The maximum SFYX drawdown since its inception was -39.59%, which is greater than BOAT's maximum drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for SFYX and BOAT.
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Drawdown Indicators
| SFYX | BOAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.59% | -33.94% | -5.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.97% | -15.62% | +0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -32.36% | — | — |
Current DrawdownCurrent decline from peak | -1.20% | -4.37% | +3.17% |
Average DrawdownAverage peak-to-trough decline | -10.36% | -9.94% | -0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 4.04% | +0.20% |
Volatility
SFYX vs. BOAT - Volatility Comparison
The current volatility for SoFi Next 500 ETF (SFYX) is 4.79%, while SonicShares Global Shipping ETF (BOAT) has a volatility of 8.91%. This indicates that SFYX 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
| SFYX | BOAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 8.91% | -4.12% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 14.42% | -3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.72% | 24.61% | -1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.42% | 25.25% | -3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 25.25% | -1.88% |