BOAT vs VXUS

BOAT vs VXUS
Do a full portfolio x-ray
$25 once. No subscription. Download sample.
Get mine for $25

Quick Verdict

VXUS has a lower expense ratio. BOAT delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: BOATMore Diversified: VXUS

Side-by-Side Comparison

MetricBOATVXUSWinner
Expense Ratio0.69%0.05%
AUM$86M$158.1B
Dividend Yield6.35%2.59%
Holdings578,747
YTD Return+52.77%+15.22%
1Y Return+62.27%+26.86%
3Y Return (annualized)+29.25%+20.34%
5Y Return (annualized)+24.52%+9.38%
Volatility (annualized)27.1%15.1%
Max Drawdown-33.9%-39.9%
Fund FamilyLucania Investments LLCVanguard (US)
CategoryEquityEquity
InceptionAug 3, 2021Jan 26, 2011

BOAT vs VXUS Performance

SonicShares Global Shipping ETF (BOAT) is a ETF from Lucania Investments LLC and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BOAT returned +62.27% while VXUS returned +26.86%. Year to date, BOAT is up 52.77% versus a gain of 15.22% for VXUS.

Over three years, BOAT compounded at +29.25% per year against +20.34% for VXUS; over five years the annualized figures are +24.52% and +9.38% respectively. Across the full 5-year window we track, BOAT has the edge at +26.30% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BOAT has been the more volatile fund, with annualized monthly volatility of 27.1% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -33.9% for BOAT and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BOAT charges 0.69% per year while VXUS charges 0.05%. On a $10,000 position that is $69 vs $5 annually, a gap of $64 per year that compounds over a long holding period. On income, BOAT currently yields 6.35% against 2.59% for VXUS.

Holdings Overlap

0.1%overlap

BOAT and VXUS share 17 holdings out of 7904 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BOATWeight in VXUSDifference
FRO:BM5.53%0.01%5.52%
1308:HK4.71%0.01%4.70%
9104:JP4.66%0.03%4.63%
0316:HKProProPro
MAERSK.B:COProProPro
601919:SHProProPro
CMBT:BRProProPro
HAUTO:OSProProPro
TRMDProProPro
600026:SHProProPro
FundXLS Pro
See the top 10 holdings BOAT shares with VXUS
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, BOAT or VXUS?

BOAT has an expense ratio of 0.69% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $64 per year of difference.

Which performed better, BOAT or VXUS?

Over the past year BOAT returned +62.27% vs +26.86% for VXUS, so BOAT leads on 1-year performance. Over the longest common window we track (5 years), BOAT annualized +26.30% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, BOAT or VXUS?

BOAT has been the more volatile fund at 27.1% annualized versus 15.1% for VXUS. Worst drawdown: BOAT -33.9% vs VXUS -39.9%.

Should I hold both BOAT and VXUS?

BOAT and VXUS have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BOAT and VXUS?

BOAT and VXUS share 17 common holdings with a 0.1% weight overlap. Combined, they hold 7904 unique securities.

Which pays a higher dividend, BOAT or VXUS?

BOAT yields 6.35% while VXUS yields 2.59%, so BOAT currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

Do a full portfolio x-ray
$25 once. No subscription. Download sample.
Get mine for $25