AQLT vs BOAT

AAQLT

BBOAT

Measures won3–1AQLT wins · of 6 · 5Y

$10,000 · 5Y$32,671BOAT

Lowest cost0.22%AQLT · $22 on $10k

Most income6.01%BOAT · $601 on $10k

Smallest drop−10.7%AQLT · worst fall in 1Y

Held in common0.0%AQLT and BOAT

AQLT

BOAT

iShares MSCI Global Quality Factor ETF · $343MSonicShares Global Shipping ETF · $155M

[…]3 years · per year[…] · $23,977+33.8%

[…]5 years · per year[…] · $32,671+26.7%

0.22%Expense ratio$22 · $69 on $10k · lower wins0.69%

0.98%12-mo yield$98 · $601 on $10k6.01%

−10.7%Worst dropSmaller wins−10.9%

14.6%VolatilityLower wins22.0%

3–1AQLT wins

$10,000 · 5 yearsOne scale

Shared top holdingsAQLT · BOAT

0.0%1308.HK5.3%

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BBOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.01%	−1.1%	+68.9%	+70.7%	+33.8%	+26.7%	−10.9%	$155M
2	AAQLT	iShares MSCI Global Quality Factor ETFRead Desk		0.22%	0.98%	+1.8%	+13.8%	+15.9%	new	new	−10.7%	$343M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BBOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.01%	−1.1%	+68.9%	+70.7%	+33.8%	+26.7%	−10.9%	$155M
2	AAQLT	iShares MSCI Global Quality Factor ETFRead Desk		0.22%	0.98%	+1.8%	+13.8%	+15.9%	new	new	−10.7%	$343M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AQLT vs BOAT

AQLT

iShares MSCI Global Quality Factor

[…]

BOAT

SonicShares Global Shipping

$32,671

MeasureAQLTBOAT

Fee0.22%0.69%

Cost on $10k a year$22$69

Yield0.98%6.01%

5 years, per year[…]+26.7%

3 years, per year[…]+33.8%

Worst drop · 1Y−10.7%−10.9%

Volatility · 1Y14.6%22.0%

3–1measures won
AQLT first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AQLT, BOAT

Today

0.0%most shared, AQLT and BOAT

AQLTBOAT

AQLT—0.0%

BOAT0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$532most kept, BOAT

BOAT$601 − $69 = $532

AQLT$98 − $22 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee