Compare · 2 funds side by side · dividends reinvested

EPU and BOAT

EPUiShares×BOATSonicShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$32,640EPU · best of the two

02 / 04

EPU and BOAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SonicShares Global Shipping ETFInternational · Global0.69%5.94%+70.8%+72.4%+34.5%+26.3%−10.9%22.0%$157M1.4

iShares MSCI Peru and Global Exposure ETFInternational · Global0.59%2.13%+12.7%+30.4%+45.7%+26.7%−20.9%32.5%$497M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EPU 2009 · BOAT 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Peru and Global Exposure ETF · $497M$32,640

EPU

BOAT

SonicShares Global Shipping ETF · $157M$32,181

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EPUMeasureBOAT

+12.7%Year to dateJan 1 → Nov 3+70.8%

+30.4%1 yearTotal return+72.4%

+45.7%3 years · per year$10,000 became $30,905 · $24,311+34.5%

+26.7%5 years · per year$10,000 became $32,640 · $32,181+26.3%

0.59%Expense ratio$59 · $69 a year on $10k · lower is better0.69%

2.13%Trailing 12-mo yield$213 · $594 a year on $10k5.94%

−20.9%Worst dropSmaller is better−10.9%

32.5%VolatilityLower is calmer22.0%

EPUBOAT Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5BOAT wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPU vs BOAT: Top 5 Holdings

Today

EPU

57.3%in top 5

BOAT

in top 527.0%

EPUStockBOAT

24.0%BAPnot top 5

23.1%SCCOnot top 5

not top 5FRO5.9%

not top 51308.HK5.4%

not top 59104.T5.4%

not top 5011200.K5.3%

not top 59107.T5.0%

3.8%BVNnot top 5

3.5%HOC.Lnot top 5

3.0%ISA.CLnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

EPU vs BOAT Returns, Every Period

iSharesEPU

+26.7%

5 years, per year

BOATSonicShares

+26.3%

5 years, per year

EPUBOATFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EPU vs BOAT

YTD

iSharesEPU

+12.7%

BOATSonicShares

+70.8%

+12.7%Year to date+70.8%

−20.9%Worst drop · 1Y−10.9%

32.5%Volatility · 1Y22.0%

2.1%Yield5.9%

$497MAssets$157M

4–0BOAT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPU, BOAT

Today

0.59%lowest, EPU

FundExpense ratioFee$10k

EPU0.59%$59

BOAT0.69%$69

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EPU, BOAT

5.94%highest, BOAT

FundTrailing yieldYield$10k

BOAT5.94%$594

EPU2.13%$213

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$525most kept, BOAT

BOAT$594 − $69 = $525

EPU$213 − $59 = $154

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EPU, BOAT

Today

0.0%most shared, EPU and BOAT

EPUBOAT

EPU—0.0%

BOAT0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+72.4%BOAT, at 22.0% volatility

BOATWorst drop−10.9%22.0% vol

EPUWorst drop−20.9%32.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BOATEPU

+70.8%Year to date+12.7%

5.9%Yield2.1%

+72.4%Past year+30.4%

0.69%Fee0.59%

3–1BOAT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026