BOAT vs ACWI

ABOAT

BACWI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$32,671BOAT · ACWI $16,513

Lowest cost0.32%ACWI · $32 on $10k

Most income6.01%BOAT · $601 on $10k

Smallest drop−9.7%ACWI · worst fall in 1Y

Held in common0.1%BOAT and ACWI

BOAT

ACWI

SonicShares Global Shipping ETF · $157MiShares MSCI ACWI ETF · $32.2B

+33.8%3 years · per year$23,977 · $18,581+22.9%

+26.7%5 years · per year$32,671 · $16,513+10.6%

0.69%Expense ratio$69 · $32 on $10k · lower wins0.32%

6.01%12-mo yield$601 · $142 on $10k1.42%

−10.9%Worst dropSmaller wins−9.7%

22.0%VolatilityLower wins14.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBOAT · ACWI

5.5%9104.T0.0%

4.4%MAERSK-B.CO0.0%

5.3%1308.HK0.0%

5.1%9107.T0.0%

Held in common0.1%

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	ABOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.01%	−1.1%	+68.9%	+70.7%	+33.8%	+26.7%	−10.9%	$157M
2	BACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.2B

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	ABOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.01%	−1.1%	+68.9%	+70.7%	+33.8%	+26.7%	−10.9%	$157M
2	BACWI	iShares MSCI ACWI ETFRead Desk		0.32%	1.42%	+1.7%	+12.7%	+13.5%	+22.9%	+10.6%	−9.7%	$32.2B

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

BOAT vs ACWI

BOAT

SonicShares Global Shipping

$32,671

ACWI

iShares MSCI ACWI

$16,514

MeasureBOATACWI

Fee0.69%0.32%

Cost on $10k a year$69$32

Yield6.01%1.42%

5 years, per year+26.7%+10.6%

3 years, per year+33.8%+22.9%

Worst drop · 1Y−10.9%−9.7%

Volatility · 1Y22.0%14.2%

3–3measures won
level

0.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BOAT, ACWI

Today

0.1%most shared, BOAT and ACWI

BOATACWI

BOAT—0.1%

ACWI0.1%—

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

ACWI$142 − $32 = $110

KeptFee

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