BOAT vs SPY

ABOAT

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$29,133BOAT · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income6.47%BOAT · $647 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%BOAT and SPY

BOAT

SPY

SonicShares Global Shipping ETF · $143MState Street SPDR S&P 500 ETF · $778B

+29.6%3 years · per year$21,748 · $18,118+21.9%

+23.8%5 years · per year$29,133 · $17,493+11.8%

0.69%Expense ratio$69 · $9 on $10k · lower wins0.09%

6.47%12-mo yield$647 · $101 on $10k1.01%

−14.8%Worst dropSmaller wins−8.9%

22.6%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBOAT · SPY

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

Held in common0.0%

End-of-day Nov 9, 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%	6.47%	−0.5%	+56.8%	+59.4%	+29.6%	+23.8%	−14.8%	$143M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 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%	6.47%	−0.5%	+56.8%	+59.4%	+29.6%	+23.8%	−14.8%	$143M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BOAT vs SPY

BOAT

SonicShares Global Shipping

$29,133

SPY

SPDR S&P 500

$17,493

MeasureBOATSPY

Fee0.69%0.09%

Cost on $10k a year$69$9

Yield6.47%1.01%

5 years, per year+23.8%+11.8%

3 years, per year+29.6%+21.9%

Worst drop · 1Y−14.8%−8.9%

Volatility · 1Y22.6%13.7%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: BOAT, SPY, VOO

Today

92.7%most shared, SPY and VOO

BOATSPYVOO

BOAT—0.0%0.0%

SPY0.0%—92.7%

VOO0.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$578most kept, BOAT

BOAT$647 − $69 = $578

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee