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BOAT
+6.25 · +18.20%
$40.60 · NYSE ARCA

SonicShares Global Shipping ETF (BOAT) ETF Analysis | Industrials

SonicShares · USA
AUM:$81.8M
#– of – in Industrials ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 67.6% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.69% — moderate cost. Consider how fees compound over long holding periods.

What is BOAT?

The index is a rules-based index that seeks to provide exposure to a global portfolio of companies identified as being engaged in the water transportation industry. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in Global Shipping Companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BOAT delivered 67.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.69%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 46.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$81.8M
Expense Ratio0.69%
Dividend Yield6.40%
Holdings47
Inception DateAug 2021
Domicile–
Distribution–
Index–
ProviderSonicShares
Beta0.65
CategoryIndustrials
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+18.1%
1Y
+61.5%
3Y
+122.9%
5Y
+192.6%
OpenBook InsightIf you had invested £10,000 in BOAT 5 years ago, it would have grown to £29,258 — a gain of £19,258.

Annual Returns

Calendar year performance

BOAT delivered positive returns in 5 of the last 5 calendar years.
YearBOAT
2026 YTD+57.2%
2025+20.3%
2024+4.1%
2023+27.0%
2022+3.5%
CAGR 4yr+13.3%
5/5 positive yearsAvg return: +22.4%Worst year: +3.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
24.9%
Moderate
Momentum
+17.3%
30-day change
Support Level
43.26
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 17.3% move over 30 days.
  • Monitor key support and resistance levels as part of broader risk assessment.
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