BOAT vs PIO

ABOAT

BPIO

Measures won5–1BOAT wins · of 6 · 5Y

$10,000 · 5Y$32,671BOAT · PIO $11,651

Lowest cost0.69%BOAT · $69 on $10k

Most income6.01%BOAT · $601 on $10k

Smallest drop−10.9%BOAT · worst fall in 1Y

Held in common0.0%BOAT and PIO

BOAT

PIO

SonicShares Global Shipping ETF · $157MInvesco Global Water ETF · $272M

+33.8%3 years · per year$23,977 · $14,907+14.2%

+26.7%5 years · per year$32,671 · $11,651+3.1%

0.69%Expense ratio$69 · $75 on $10k · lower wins0.75%

6.01%12-mo yield$601 · $85 on $10k0.85%

−10.9%Worst dropSmaller wins−13.1%

22.0%VolatilityLower wins16.3%

5–1BOAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsBOAT · PIO

They share no top holdings, or holdings aren’t on file […]

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	ABOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.01%	−1.1%	+68.9%	+70.7%	+33.8%	+26.7%	−10.9%	$157M
2	BPIO	Invesco Global Water ETFRead Desk		0.75%	0.85%	+2.6%	+4.7%	+3.3%	+14.2%	+3.1%	−13.1%	$272M

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	BPIO	Invesco Global Water ETFRead Desk		0.75%	0.85%	+2.6%	+4.7%	+3.3%	+14.2%	+3.1%	−13.1%	$272M

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 PIO

BOAT

SonicShares Global Shipping

$32,671

PIO

Invesco Global Water

$11,651

MeasureBOATPIO

Fee0.69%0.75%

Cost on $10k a year$69$75

Yield6.01%0.85%

5 years, per year+26.7%+3.1%

3 years, per year+33.8%+14.2%

Worst drop · 1Y−10.9%−13.1%

Volatility · 1Y22.0%16.3%

5–1measures won
BOAT 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%

$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, PIO

Today

0.0%most shared, BOAT and PIO

BOATPIO

BOAT—0.0%

PIO0.0%—

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

PIO$85 − $75 = $10

KeptFee

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