VT vs BOAT

AVT

BBOAT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$30,445BOAT · VT $15,576

Lowest cost0.06%VT · $6 on $10k

Most income6.36%BOAT · $636 on $10k

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

Held in common0.0%VT and BOAT

BOAT

Vanguard Total World Stock ETF · $81.8BSonicShares Global Shipping ETF · $152M

+21.0%3 years · per year$17,695 · $22,823+31.7%

+9.3%5 years · per year$15,576 · $30,445+24.9%

0.06%Expense ratio$6 · $69 on $10k · lower wins0.69%

1.59%12-mo yield$159 · $636 on $10k6.36%

−9.7%Worst dropSmaller wins−13.3%

14.7%VolatilityLower wins22.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · BOAT

0.0%9104.T5.5%

0.0%MAERSK-B.CO4.4%

0.0%1308.HK5.7%

0.0%9107.T5.0%

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	BBOAT	SonicShares Global Shipping ETFRead Desk	0.69%	6.36%	−5.5%	+59.6%	+65.5%	+31.7%	+24.9%	−13.3%	$152M
2	AVT	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	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$188.8B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

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	BBOAT	SonicShares Global Shipping ETFRead Desk	0.69%	6.36%	−5.5%	+59.6%	+65.5%	+31.7%	+24.9%	−13.3%	$152M
2	AVT	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	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$188.8B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

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

VT vs BOAT

Vanguard Total World Stock

$15,576

BOAT

SonicShares Global Shipping

$30,445

MeasureVTBOAT

Fee0.06%0.69%

Cost on $10k a year$6$69

Yield1.59%6.36%

5 years, per year+9.3%+24.9%

3 years, per year+21.0%+31.7%

Worst drop · 1Y−9.7%−13.3%

Volatility · 1Y14.7%22.6%

3–3measures won
level

0.0%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

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, WCME, IEFA, VT

Today

18.0%most shared, IEFA and VT

BOATWCMEIEFAVT

BOAT—0.0%0.2%0.0%

WCME0.0%—1.2%4.2%

IEFA0.2%1.2%—18.0%

VT0.0%4.2%18.0%—

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

IEFA$344 − $7 = $337

VT$159 − $6 = $153

WCME$40 − $95 = −$55

KeptFee

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