IEFA vs BOAT

AIEFA

BBOAT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$29,133BOAT · IEFA $14,909

Lowest cost0.07%IEFA · $7 on $10k

Most income6.47%BOAT · $647 on $10k

Smallest drop−11.5%IEFA · worst fall in 1Y

Held in common0.2%IEFA and BOAT

IEFA

BOAT

iShares Core MSCI EAFE ETF · $193BSonicShares Global Shipping ETF · $143M

+18.9%3 years · per year$16,823 · $21,748+29.6%

+8.3%5 years · per year$14,909 · $29,133+23.8%

0.07%Expense ratio$7 · $69 on $10k · lower wins0.69%

3.36%12-mo yield$336 · $647 on $10k6.47%

−11.5%Worst dropSmaller wins−14.8%

16.5%VolatilityLower wins22.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIEFA · BOAT

0.1%9104.T5.0%

0.0%MAERSK-B.CO4.3%

0.0%1308.HK5.6%

0.0%9107.T4.7%

Held in common0.2%

End-of-day Nov 9, 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	BBOAT	SonicShares Global Shipping ETFRead Desk	0.69%	6.47%	−0.5%	+56.8%	+59.4%	+29.6%	+23.8%	−14.8%	$143M
2	AIEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BBOAT	SonicShares Global Shipping ETFRead Desk	0.69%	6.47%	−0.5%	+56.8%	+59.4%	+29.6%	+23.8%	−14.8%	$143M
2	AIEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IEFA vs BOAT

IEFA

iShares Core MSCI EAFE

$14,909

BOAT

SonicShares Global Shipping

$29,133

MeasureIEFABOAT

Fee0.07%0.69%

Cost on $10k a year$7$69

Yield3.36%6.47%

5 years, per year+8.3%+23.8%

3 years, per year+18.9%+29.6%

Worst drop · 1Y−11.5%−14.8%

Volatility · 1Y16.5%22.6%

3–3measures won
level

0.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: BOAT, WCME, IEFA

Today

1.2%most shared, WCME and IEFA

BOATWCMEIEFA

BOAT—0.0%0.2%

WCME0.0%—1.2%

IEFA0.2%1.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$578most kept, BOAT

BOAT$647 − $69 = $578

IEFA$336 − $7 = $329

WCME$38 − $95 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee