BOAT vs SCHD

ABOAT

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$32,671BOAT · SCHD $16,881

Lowest cost0.03%VEA · $3 on $10k

Most income6.01%BOAT · $601 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%BOAT and SCHD

BOAT

SCHD

SonicShares Global Shipping ETF · $155MSchwab U.S. Dividend Equity ETF · $123B

+33.8%3 years · per year$23,977 · $17,908+21.4%

+26.7%5 years · per year$32,671 · $16,881+11.0%

0.69%Expense ratio$69 · $6 on $10k · lower wins0.06%

6.01%12-mo yield$601 · $291 on $10k2.91%

−10.9%Worst dropSmaller wins−6.9%

22.0%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBOAT · SCHD

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

All Three

5Y3 funds

#
1	ABOAT	SonicShares Global Shipping ETFRead Desk	0.69%	6.01%	−1.1%	+68.9%	+70.7%	+33.8%	+26.7%	−10.9%	$155M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B

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

All Three

5Y3 funds

#
1	ABOAT	SonicShares Global Shipping ETFRead Desk	0.69%	6.01%	−1.1%	+68.9%	+70.7%	+33.8%	+26.7%	−10.9%	$155M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B

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 SCHD

BOAT

SonicShares Global Shipping

$32,671

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureBOATSCHD

Fee0.69%0.06%

Cost on $10k a year$69$6

Yield6.01%2.91%

5 years, per year+26.7%+11.0%

3 years, per year+33.8%+21.4%

Worst drop · 1Y−10.9%−6.9%

Volatility · 1Y22.0%11.5%

3–3measures won
level

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

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

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

Overlap: BOAT, SCHD, VEA

Today

0.2%most shared, BOAT and VEA

BOATSCHDVEA

BOAT—0.0%0.2%

SCHD0.0%—0.0%

VEA0.2%0.0%—

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

SCHD$291 − $6 = $285

VEA$241 − $3 = $238

KeptFee

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