Compare · 2 funds side by side · dividends reinvested

PIO and BOAT

PIOInvesco×BOATSonicShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$32,181BOAT · best of the two

02 / 04

PIO 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%$157M1.1

Invesco Global Water ETFInternational · Global0.75%0.87%+2.0%+0.5%+13.6%+2.5%−13.1%16.1%$272M1.9

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: PIO 2007 · BOAT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

BOAT

PIO

Invesco Global Water ETF · $272M$11,314

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

BOATMeasurePIO

+70.8%Year to dateJan 1 → Nov 3+2.0%

+72.4%1 yearTotal return+0.5%

+34.5%3 years · per year$10,000 became $24,311 · $14,648+13.6%

+26.3%5 years · per year$10,000 became $32,181 · $11,314+2.5%

0.69%Expense ratio$69 · $75 a year on $10k · lower is better0.75%

5.94%Trailing 12-mo yield$594 · $87 a year on $10k0.87%

−10.9%Worst dropSmaller is better−13.1%

22.0%VolatilityLower is calmer16.1%

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

7–1BOAT wins

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

More Ways to See the Pairs

BOAT vs PIO: Top 5 Holdings

Today

BOAT

27.0%in top 5

PIO

in top 538.6%

BOATStockPIO

not top 5PNR9.2%

not top 5ECL8.6%

not top 5FERG8.5%

not top 56361.T6.3%

5.9%FROnot top 5

not top 5SBSP3.SA5.8%

5.4%1308.HKnot top 5

5.4%9104.Tnot top 5

5.3%011200.Knot top 5

5.0%9107.Tnot top 5

Held in common0.0%

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

BOAT vs PIO Returns, Every Period

SonicSharesBOAT

+26.3%

5 years, per year

PIOInvesco

+2.5%

5 years, per year

BOATPIOFaded: behind in that period

4–0BOAT wins

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

BOAT vs PIO

YTD

SonicSharesBOAT

+70.8%

PIOInvesco

+2.0%

+70.8%Year to date+2.0%

−10.9%Worst drop · 1Y−13.1%

22.0%Volatility · 1Y16.1%

5.9%Yield0.9%

$157MAssets$272M

3–1BOAT wins

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

Cost, Income and Risk

Fees: PIO, BOAT

Today

0.69%lowest, BOAT

FundExpense ratioFee$10k

BOAT0.69%$69

PIO0.75%$75

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

Yields: PIO, BOAT

5.94%highest, BOAT

FundTrailing yieldYield$10k

BOAT5.94%$594

PIO0.87%$87

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

Income After Fees on $10,000

$525most kept, BOAT

BOAT$594 − $69 = $525

PIO$87 − $75 = $12

KeptFee

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

Overlap: PIO, BOAT

Today

0.0%most shared, PIO and BOAT

PIOBOAT

PIO—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

PIOWorst drop−13.1%16.1% vol

BOATWorst drop−10.9%22.0% vol

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

Paid More vs Made More

YTD

BOATPIO

+70.8%Year to date+2.0%

5.9%Yield0.9%

+72.4%Past year+0.5%

0.69%Fee0.75%

4–0BOAT 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