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Upturn AI SWOT - About
SonicShares Global Shipping ETF (BOAT)
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Upturn Advisory Summary
10/24/2025: BOAT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 25.7% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 21.58 - 33.08 | Updated Date 06/29/2025 |
52 Weeks Range 21.58 - 33.08 | Updated Date 06/29/2025 |
Upturn AI SWOT
SonicShares Global Shipping ETF
ETF Overview
Overview
The SonicShares Global Shipping ETF (BOAT) aims to provide investment results that closely correspond, before fees and expenses, to the Solactive Global Shipping Index. It focuses on companies involved in the global shipping industry, primarily in the transportation of goods by sea. The fund invests in a basket of companies operating in this sector, offering diversification within the shipping industry.
Reputation and Reliability
SonicShares is a relatively new ETF issuer, so its reputation is still developing. It focuses on thematic investing and providing niche investment opportunities.
Management Expertise
The management team's expertise lies in identifying and tracking specific sectors and industries, offering targeted investment solutions.
Investment Objective
Goal
The fund seeks to track the performance, before fees and expenses, of the Solactive Global Shipping Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Solactive Global Shipping Index, a benchmark representing the global shipping industry.
Composition The ETF primarily holds stocks of companies involved in the global shipping industry, including container shipping, dry bulk shipping, and tanker shipping companies.
Market Position
Market Share: BOAT's market share in the global shipping ETF sector is modest, reflecting its relatively recent launch and specialized focus.
Total Net Assets (AUM): 9800000
Competitors
Key Competitors
- Invesco Shipping ETF (SEA)
Competitive Landscape
The shipping ETF market is relatively concentrated, with SEA holding the majority of AUM. BOAT offers a targeted approach but faces stiff competition and needs to differentiate to gain traction. Advantages include its unique index construction, while disadvantages include lower AUM and trading volume compared to SEA.
Financial Performance
Historical Performance: Historical performance data should be obtained from official sources like fund websites and financial data providers.
Benchmark Comparison: Benchmark comparison should be done using fund factsheets and financial data providers.
Expense Ratio: 0.69
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating adequate liquidity for typical investment sizes.
Bid-Ask Spread
The bid-ask spread can fluctuate but generally reflects the underlying liquidity of the shipping stocks held in the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, global trade volumes, freight rates, and geopolitical events significantly impact the performance of global shipping companies and, consequently, the ETF.
Growth Trajectory
The growth trajectory of BOAT depends on the expansion of global trade and the demand for shipping services. Changes in strategy would be reflected in the fund's holdings and index tracking.
Moat and Competitive Advantages
Competitive Edge
BOAT's advantage lies in its focused approach to the global shipping sector. It provides investors with targeted exposure to this specific industry, potentially outperforming broader market indices when the shipping sector is strong. However, its reliance on a niche market also makes it vulnerable during downturns in the shipping industry. The key is its ability to select and weight companies effectively within the Solactive Global Shipping Index framework.
Risk Analysis
Volatility
The ETF's volatility is tied to the volatility of the global shipping industry, which can be affected by economic cycles, trade disputes, and fluctuations in fuel prices.
Market Risk
Specific risks include fluctuations in freight rates, overcapacity in the shipping market, geopolitical risks impacting trade routes, and regulatory changes affecting the industry.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in the long-term growth of global trade and wants targeted exposure to the shipping industry. They should be aware of the sector's cyclical nature and be comfortable with higher volatility.
Market Risk
This ETF is more suitable for active traders and sector-specific investors who understand the risks and opportunities of the global shipping market, rather than passive index followers looking for broad market exposure.
Summary
SonicShares Global Shipping ETF (BOAT) offers a targeted investment in the global shipping sector, tracking the Solactive Global Shipping Index. The ETF is subject to the cyclical nature of the global shipping industry and faces competition from larger, more established ETFs. It provides exposure to companies involved in maritime transportation, catering to investors with a specific interest in this industry. Its suitability is best for those who understand the industry's dynamics and are willing to accept higher volatility for potential returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SonicShares official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SonicShares Global Shipping ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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. It also may invest in securities or other investments not included in the index, but which the fund"s investment adviser believes will help it track the index. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.