BOAT vs SROI

ABOAT

BSROI

Measures won3–2BOAT wins · of 6 · 5Y

$10,000 · 5Y$29,698BOAT · VT $15,649

Lowest cost0.06%VT · $6 on $10k

Most income6.43%BOAT · $643 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common0.0%BOAT and SROI

BOAT

SROI

SonicShares Global Shipping ETF · $152MCalamos Antetokounmpo Global Sustainable Equities ETF · $17M

+30.4%3 years · per year$22,197 · $15,749+16.3%

+24.3%5 years · per year$29,699 · […][…]

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

6.43%12-mo yield$643 · $56 on $10k0.56%

−14.3%Worst dropSmaller wins−10.2%

22.6%VolatilityLower wins14.9%

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 6, 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%	6.43%	−1.2%	+57.7%	+61.0%	+30.4%	+24.3%	−14.3%	$152M
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	BSROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk	0.95%	0.56%	−0.1%	+8.1%	+8.8%	+16.3%	new	−10.2%	$17M

End-of-day Nov 6, 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%	6.43%	−1.2%	+57.7%	+61.0%	+30.4%	+24.3%	−14.3%	$152M
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	BSROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk	0.95%	0.56%	−0.1%	+8.1%	+8.8%	+16.3%	new	−10.2%	$17M

End-of-day Nov 6, 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

$29,699

SROI

Calamos Antetokounmpo Global Sustainable Equities

[…]

MeasureBOATSROI

Fee0.69%0.95%

Cost on $10k a year$69$95

Yield6.43%0.56%

5 years, per year+24.3%[…]

3 years, per year+30.4%+16.3%

Worst drop · 1Y−14.3%−10.2%

Volatility · 1Y22.6%14.9%

3–2measures won
BOAT first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BOAT, SROI, VT

Today

25.9%most shared, SROI and VT

BOATSROIVT

BOAT—0.0%0.0%

SROI0.0%—25.9%

VT0.0%25.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$574most kept, BOAT

BOAT$643 − $69 = $574

VT$159 − $6 = $153

SROI$56 − $95 = −$39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee