Compare · 3 funds side by side · dividends reinvested

PIO, BOAT and IEMG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$29,133BOAT · best of the three

02 / 04

PIO, BOAT and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SonicShares Global Shipping ETFInternational · Global0.69%6.47%+56.8%+59.4%+29.6%+23.8%−14.8%22.6%$143M1.4

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.42%+11.4%+12.8%+19.8%+6.4%−17.8%25.7%$146B2.1

Invesco Global Water ETFInternational · Global0.75%0.85%+4.3%+2.3%+12.5%+2.7%−13.1%17.0%$268M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PIO 2007 · BOAT 2021 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Water ETF · $268M$11,451

PIO

BOAT

SonicShares Global Shipping ETF · $143M$29,133

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

PIOMeasureBOAT

+4.3%Year to dateJan 1 → Nov 9+56.8%

+2.3%1 yearTotal return+59.4%

+12.5%3 years · per year$10,000 became $14,231 · $21,748+29.6%

+2.7%5 years · per year$10,000 became $11,452 · $29,133+23.8%

0.75%Expense ratio$75 · $69 a year on $10k · lower is better0.69%

0.85%Trailing 12-mo yield$85 · $647 a year on $10k6.47%

−13.1%Worst dropSmaller is better−14.8%

17.0%VolatilityLower is calmer22.6%

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

2–6BOAT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PIO vs BOAT: Top 5 Holdings

Today

PIO

38.0%in top 5

BOAT

in top 526.4%

PIOStockBOAT

9.1%PNRnot top 5

8.5%ECLnot top 5

8.4%FERGnot top 5

6.4%SBSP3.SAnot top 5

5.7%6361.Tnot top 5

not top 5FRO5.6%

not top 51308.HK5.6%

not top 5011200.K5.4%

not top 59104.T5.0%

not top 50316.HK4.8%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

PIO vs BOAT Returns, Every Period

InvescoPIO

+2.7%

5 years, per year

BOATSonicShares

+23.8%

5 years, per year

PIOBOATFaded: behind in that period

0–4BOAT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PIO vs BOAT

YTD

InvescoPIO

+4.3%

BOATSonicShares

+56.8%

+4.3%Year to date+56.8%

−13.1%Worst drop · 1Y−14.8%

17.0%Volatility · 1Y22.6%

0.9%Yield6.5%

$268MAssets$143M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PIO, BOAT, IEMG

Today

0.09%lowest, IEMG

FundExpense ratioFee$10k

IEMG0.09%$9

BOAT0.69%$69

PIO0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PIO, BOAT, IEMG

6.47%highest, BOAT

FundTrailing yieldYield$10k

BOAT6.47%$647

IEMG2.42%$242

PIO0.85%$85

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$578most kept, BOAT

BOAT$647 − $69 = $578

IEMG$242 − $9 = $233

PIO$85 − $75 = $10

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PIO, BOAT, IEMG

Today

0.2%most shared, PIO and IEMG

PIOBOATIEMG

PIO—0.0%0.2%

BOAT0.0%—0.1%

IEMG0.2%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+59.4%BOAT, at 22.6% volatility

PIOWorst drop−13.1%17.0% vol

BOATWorst drop−14.8%22.6% vol

IEMGWorst drop−17.8%25.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BOATIEMG

+56.8%Year to date+11.4%

6.5%Yield2.4%

+59.4%Past year+12.8%

0.69%Fee0.09%

3–1BOAT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026