FPAA vs BOAT

AFPAA

BBOAT

Measures won0–2BOAT wins · of 6 · 5Y

$10,000 · 5Y$32,671BOAT

Lowest cost0.69%BOAT · $69 on $10k

Most income6.01%BOAT · $601 on $10k

Smallest drop−10.9%BOAT · worst fall in 1Y

Held in common0.0%FPAA and BOAT

FPAA

BOAT

Investment Managers Series Trust III - FPA Global Allocation ETF · $32MSonicShares Global Shipping ETF · $155M

[…]3 years · per year[…] · $23,977+33.8%

[…]5 years · per year[…] · $32,671+26.7%

1.33%Expense ratio$133 · $69 on $10k · lower wins0.69%

0.50%12-mo yield$50 · $601 on $10k6.01%

[…]Worst dropSmaller wins−10.9%

[…]VolatilityLower wins22.0%

0–2BOAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPAA · BOAT

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

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	BBOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.01%	−1.1%	+68.9%	+70.7%	+33.8%	+26.7%	−10.9%	$155M
2	AFPAA	Investment Managers Series Trust III - FPA Global Allocation ETFRead Desk		1.33%	0.50%	+1.6%	new	new	new	new	[…]	$32M

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	BBOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.01%	−1.1%	+68.9%	+70.7%	+33.8%	+26.7%	−10.9%	$155M
2	AFPAA	Investment Managers Series Trust III - FPA Global Allocation ETFRead Desk		1.33%	0.50%	+1.6%	new	new	new	new	[…]	$32M

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

FPAA vs BOAT

FPAA

Investment Managers Series Trust III - FPA Global Allocation

[…]

BOAT

SonicShares Global Shipping

$32,671

MeasureFPAABOAT

Fee1.33%0.69%

Cost on $10k a year$133$69

Yield0.50%6.01%

5 years, per year[…]+26.7%

3 years, per year[…]+33.8%

Worst drop · 1Y[…]−10.9%

Volatility · 1Y[…]22.0%

2–0measures won
BOAT first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPAA, BOAT

Today

0.0%most shared, FPAA and BOAT

FPAABOAT

FPAA—0.0%

BOAT0.0%—

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

FPAA$50 − $133 = −$83

KeptFee

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