VT vs BOAT

AVT

BBOAT

Measures won3–3level · 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%VT and BOAT

BOAT

Vanguard Total World Stock ETF · $81.8BSonicShares Global Shipping ETF · $146M

+20.7%3 years · per year$17,563 · $22,197+30.4%

+9.4%5 years · per year$15,649 · $29,699+24.3%

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

1.59%12-mo yield$159 · $643 on $10k6.43%

−9.7%Worst dropSmaller wins−14.3%

14.7%VolatilityLower wins22.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · BOAT

0.0%9104.T5.3%

0.0%MAERSK-B.CO4.3%

0.0%1308.HK5.6%

0.0%9107.T4.9%

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 Four

5Y4 funds

#
1	BBOAT	SonicShares Global Shipping ETFRead Desk	0.69%	6.43%	−1.2%	+57.7%	+61.0%	+30.4%	+24.3%	−14.3%	$146M
2	AVT	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	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.39%	+1.5%	−1.3%	−4.1%	new	new	−17.3%	$37M

End-of-day Nov 6, 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%	6.43%	−1.2%	+57.7%	+61.0%	+30.4%	+24.3%	−14.3%	$146M
2	AVT	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	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.39%	+1.5%	−1.3%	−4.1%	new	new	−17.3%	$37M

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

VT vs BOAT

Vanguard Total World Stock

$15,649

BOAT

SonicShares Global Shipping

$29,699

MeasureVTBOAT

Fee0.06%0.69%

Cost on $10k a year$6$69

Yield1.59%6.43%

5 years, per year+9.4%+24.3%

3 years, per year+20.7%+30.4%

Worst drop · 1Y−9.7%−14.3%

Volatility · 1Y14.7%22.6%

3–3measures won
level

0.0%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

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

Overlap: BOAT, WCME, VT, IEFA

Today

18.0%most shared, VT and IEFA

BOATWCMEVTIEFA

BOAT—0.0%0.0%0.2%

WCME0.0%—4.2%1.2%

VT0.0%4.2%—18.0%

IEFA0.2%1.2%18.0%—

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

IEFA$347 − $7 = $340

VT$159 − $6 = $153

WCME$39 − $95 = −$56

KeptFee

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