BOAT vs VIG

ABOAT

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$32,671BOAT · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income6.01%BOAT · $601 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%BOAT and VIG

BOAT

VIG

SonicShares Global Shipping ETF · $155MVanguard Dividend Appreciation ETF · $109B

+33.8%3 years · per year$23,977 · $17,533+20.6%

+26.7%5 years · per year$32,671 · $17,005+11.2%

0.69%Expense ratio$69 · $4 on $10k · lower wins0.04%

6.01%12-mo yield$601 · $144 on $10k1.44%

−10.9%Worst dropSmaller wins−7.9%

22.0%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBOAT · VIG

3.8%MATX0.0%

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

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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 VIG

BOAT

SonicShares Global Shipping

$32,671

VIG

Vanguard Dividend Appreciation

$17,005

MeasureBOATVIG

Fee0.69%0.04%

Cost on $10k a year$69$4

Yield6.01%1.44%

5 years, per year+26.7%+11.2%

3 years, per year+33.8%+20.6%

Worst drop · 1Y−10.9%−7.9%

Volatility · 1Y22.0%10.2%

3–3measures won
level

0.0%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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, VIG

Today

0.0%most shared, BOAT and VIG

BOATVIG

BOAT—0.0%

VIG0.0%—

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

VIG$144 − $4 = $140

KeptFee

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