BOAT vs SEA

ABOAT

BSEA

Measures won3–2BOAT wins · of 6 · 5Y

$10,000 · 5Y$32,671BOAT

Lowest cost0.69%BOAT · $69 on $10k

Most income6.01%BOAT · $601 on $10k

Smallest drop−8.0%SEA · worst fall in 1Y

Held in common34.9%BOAT and SEA

BOAT

SEA

SonicShares Global Shipping ETF · $155MU.S. Global Sea to Sky Cargo ETF · $19M

+33.8%3 years · per year$23,977 · $19,501+24.9%

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

0.69%Expense ratio$69 · $232 on $10k · lower wins2.32%

6.01%12-mo yield$601 · $464 on $10k4.64%

−10.9%Worst dropSmaller wins−8.0%

22.0%VolatilityLower wins18.1%

3–2BOAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsBOAT · SEA

5.3%1308.HK5.0%

6.0%FRO4.1%

4.5%0316.HK4.1%

4.0%1919.HK5.0%

Held in common34.9%

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%	$155M
2	BSEA	U.S. Global Sea to Sky Cargo ETFRead Desk		2.32%	4.64%	−1.1%	+45.8%	+48.6%	+24.9%	new	−8.0%	$19M

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%	$155M
2	BSEA	U.S. Global Sea to Sky Cargo ETFRead Desk		2.32%	4.64%	−1.1%	+45.8%	+48.6%	+24.9%	new	−8.0%	$19M

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 SEA

BOAT

SonicShares Global Shipping

$32,671

SEA

U.S. Global Sea to Sky Cargo

[…]

MeasureBOATSEA

Fee0.69%2.32%

Cost on $10k a year$69$232

Yield6.01%4.64%

5 years, per year+26.7%[…]

3 years, per year+33.8%+24.9%

Worst drop · 1Y−10.9%−8.0%

Volatility · 1Y22.0%18.1%

3–2measures won
BOAT first

34.9%

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: BOAT, SEA

Today

34.9%most shared, BOAT and SEA

BOATSEA

BOAT—34.9%

SEA34.9%—

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

SEA$464 − $232 = $232

KeptFee

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