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

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

PIO

BOAT

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

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

PIOMeasureBOAT

+2.0%Year to dateJan 1 → Nov 3+70.8%

+0.5%1 yearTotal return+72.4%

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

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

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

0.87%Trailing 12-mo yield$87 · $594 a year on $10k5.94%

−13.1%Worst dropSmaller is better−10.9%

16.1%VolatilityLower is calmer22.0%

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

1–7BOAT wins

End-of-day Nov 3, 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

38.6%in top 5

BOAT

in top 527.0%

PIOStockBOAT

9.2%PNRnot top 5

8.6%ECLnot top 5

8.5%FERGnot top 5

6.3%6361.Tnot top 5

not top 5FRO5.9%

5.8%SBSP3.SAnot top 5

not top 51308.HK5.4%

not top 59104.T5.4%

not top 5011200.K5.3%

not top 59107.T5.0%

Held in common0.0%

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

PIO vs BOAT Returns, Every Period

InvescoPIO

+2.5%

5 years, per year

BOATSonicShares

+26.3%

5 years, per year

PIOBOATFaded: behind in that period

0–4BOAT wins

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

PIO vs BOAT

YTD

InvescoPIO

+2.0%

BOATSonicShares

+70.8%

+2.0%Year to date+70.8%

−13.1%Worst drop · 1Y−10.9%

16.1%Volatility · 1Y22.0%

0.9%Yield5.9%

$272MAssets$157M

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