BOAT vs SROI

ABOAT

BSROI

Measures won3–2BOAT wins · of 6 · 5Y

$10,000 · 5Y$32,671BOAT · IEMG $13,713

Lowest cost0.09%IEMG · $9 on $10k

Most income6.01%BOAT · $601 on $10k

Smallest drop−10.2%SROI · worst fall in 1Y

Held in common0.0%BOAT and SROI

BOAT

SROI

SonicShares Global Shipping ETF · $155MCalamos Antetokounmpo Global Sustainable Equities ETF · $17M

+33.8%3 years · per year$23,977 · $16,517+18.2%

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

0.69%Expense ratio$69 · $95 on $10k · lower wins0.95%

6.01%12-mo yield$601 · $54 on $10k0.54%

−10.9%Worst dropSmaller wins−10.2%

22.0%VolatilityLower wins14.6%

3–2BOAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBOAT · SROI

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	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B
3	BSROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk	0.95%	0.54%	+1.9%	+12.1%	+12.2%	+18.2%	new	−10.2%	$17M

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	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.40%	+0.9%	+12.4%	+11.8%	+21.0%	+6.5%	−13.8%	$147.8B
3	BSROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk	0.95%	0.54%	+1.9%	+12.1%	+12.2%	+18.2%	new	−10.2%	$17M

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 SROI

BOAT

SonicShares Global Shipping

$32,671

SROI

Calamos Antetokounmpo Global Sustainable Equities

[…]

MeasureBOATSROI

Fee0.69%0.95%

Cost on $10k a year$69$95

Yield6.01%0.54%

5 years, per year+26.7%[…]

3 years, per year+33.8%+18.2%

Worst drop · 1Y−10.9%−10.2%

Volatility · 1Y22.0%14.6%

3–2measures won
BOAT first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+5.0%

IEMGiShares

+12.4%

+5.0%Year to date+12.4%

2.2%Yield2.4%

$125BAssets$148B

2–0IEMG wins

End-of-day Nov 4, 2026

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

Overlap: BOAT, SROI, IEMG

Today

2.0%most shared, SROI and IEMG

BOATSROIIEMG

BOAT—0.0%0.1%

SROI0.0%—2.0%

IEMG0.1%2.0%—

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

IEMG$240 − $9 = $231

SROI$54 − $95 = −$41

KeptFee

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