BOAT vs SROI

ABOAT

BSROI

Measures won3–2BOAT wins · of 6 · 5Y

$10,000 · 5Y$30,445BOAT · VT $15,576

Lowest cost0.05%VXUS · $5 on $10k

Most income6.36%BOAT · $636 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

+31.7%3 years · per year$22,823 · $15,893+16.7%

+24.9%5 years · per year$30,445 · […][…]

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

6.36%12-mo yield$636 · $55 on $10k0.55%

−13.3%Worst dropSmaller wins−10.2%

22.6%VolatilityLower wins15.0%

3–2BOAT wins

$10,000 · 5 yearsAll four, 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 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ABOAT	SonicShares Global Shipping ETFRead Desk	0.69%	6.36%	−5.5%	+59.6%	+65.5%	+31.7%	+24.9%	−13.3%	$152M
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
4	BSROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk	0.95%	0.55%	−3.5%	+8.2%	+9.6%	+16.7%	new	−10.2%	$17M

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

All Four

5Y4 funds

#
1	ABOAT	SonicShares Global Shipping ETFRead Desk	0.69%	6.36%	−5.5%	+59.6%	+65.5%	+31.7%	+24.9%	−13.3%	$152M
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
4	BSROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk	0.95%	0.55%	−3.5%	+8.2%	+9.6%	+16.7%	new	−10.2%	$17M

End-of-day Nov 5, 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

$30,445

SROI

Calamos Antetokounmpo Global Sustainable Equities

[…]

MeasureBOATSROI

Fee0.69%0.95%

Cost on $10k a year$69$95

Yield6.36%0.55%

5 years, per year+24.9%[…]

3 years, per year+31.7%+16.7%

Worst drop · 1Y−13.3%−10.2%

Volatility · 1Y22.6%15.0%

3–2measures won
BOAT first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+7.9%

IXUSiShares

+8.2%

+7.9%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BOAT, SROI, VXUS, VT

Today

26.3%most shared, SROI and VT

BOATSROIVXUSVT

BOAT—0.0%0.3%0.0%

SROI0.0%—0.5%26.3%

VXUS0.3%0.5%—0.6%

VT0.0%26.3%0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$567most kept, BOAT

BOAT$636 − $69 = $567

VXUS$246 − $5 = $241

VT$159 − $6 = $153

SROI$55 − $95 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee