EPU vs BOAT

AEPU

BBOAT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,200EPU · BOAT $29,698

Lowest cost0.59%EPU · $59 on $10k

Most income6.43%BOAT · $643 on $10k

Smallest drop−14.3%BOAT · worst fall in 1Y

Held in common0.0%EPU and BOAT

EPU

BOAT

iShares MSCI Peru and Global Exposure ETF · $494MSonicShares Global Shipping ETF · $146M

+45.6%3 years · per year$30,879 · $22,197+30.4%

+27.1%5 years · per year$33,200 · $29,699+24.3%

0.59%Expense ratio$59 · $69 on $10k · lower wins0.69%

2.12%12-mo yield$212 · $643 on $10k6.43%

−20.9%Worst dropSmaller wins−14.3%

32.5%VolatilityLower wins22.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEPU · BOAT

They share no top holdings, or holdings aren’t on file […]

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

Both

5Y2 funds

#			Trend
1	AEPU	iShares MSCI Peru and Global Exposure ETFRead Desk		0.59%	2.12%	+0.3%	+13.0%	+33.7%	+45.6%	+27.1%	−20.9%	$494M
2	BBOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.43%	−1.2%	+57.7%	+61.0%	+30.4%	+24.3%	−14.3%	$146M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AEPU	iShares MSCI Peru and Global Exposure ETFRead Desk		0.59%	2.12%	+0.3%	+13.0%	+33.7%	+45.6%	+27.1%	−20.9%	$494M
2	BBOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.43%	−1.2%	+57.7%	+61.0%	+30.4%	+24.3%	−14.3%	$146M

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

EPU vs BOAT

EPU

iShares MSCI Peru and Global Exposure

$33,200

BOAT

SonicShares Global Shipping

$29,699

MeasureEPUBOAT

Fee0.59%0.69%

Cost on $10k a year$59$69

Yield2.12%6.43%

5 years, per year+27.1%+24.3%

3 years, per year+45.6%+30.4%

Worst drop · 1Y−20.9%−14.3%

Volatility · 1Y32.5%22.6%

3–3measures won
level

0.0%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EPU, BOAT

Today

0.0%most shared, EPU and BOAT

EPUBOAT

EPU—0.0%

BOAT0.0%—

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

EPU$212 − $59 = $153

KeptFee

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