GAIQ vs BOAT

AGAIQ

BBOAT

Measures won0–2BOAT wins · of 6 · 5Y

$10,000 · 5Y$30,445BOAT

Lowest cost0.69%BOAT · $69 on $10k

Most income6.36%BOAT · $636 on $10k

Smallest drop−13.3%BOAT · worst fall in 1Y

Held in common0.0%GAIQ and BOAT

GAIQ

BOAT

Guinness Atkinson Global Innovators Fund: ETF Class Shares · $1MSonicShares Global Shipping ETF · $155M

[…]3 years · per year[…] · $22,823+31.7%

[…]5 years · per year[…] · $30,445+24.9%

0.79%Expense ratio$79 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $636 on $10k6.36%

[…]Worst dropSmaller wins−13.3%

[…]VolatilityLower wins22.6%

0–2BOAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsGAIQ · BOAT

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

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

Both

5Y2 funds

#			Trend
1	BBOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.36%	−5.5%	+59.6%	+65.5%	+31.7%	+24.9%	−13.3%	$155M
2	AGAIQ	Guinness Atkinson Global Innovators Fund: ETF Class SharesRead Desk		0.79%	0.00%	+0.9%	new	new	new	new	[…]	$650K

End-of-day Nov 5, 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%	6.36%	−5.5%	+59.6%	+65.5%	+31.7%	+24.9%	−13.3%	$155M
2	AGAIQ	Guinness Atkinson Global Innovators Fund: ETF Class SharesRead Desk		0.79%	0.00%	+0.9%	new	new	new	new	[…]	$650K

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

GAIQ vs BOAT

GAIQ

Guinness Atkinson Global Innovators Fund: ETF Class Shares

[…]

BOAT

SonicShares Global Shipping

$30,445

MeasureGAIQBOAT

Fee0.79%0.69%

Cost on $10k a year$79$69

Yield0.00%6.36%

5 years, per year[…]+24.9%

3 years, per year[…]+31.7%

Worst drop · 1Y[…]−13.3%

Volatility · 1Y[…]22.6%

2–0measures won
BOAT first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GAIQ, BOAT

Today

0.0%most shared, GAIQ and BOAT

GAIQBOAT

GAIQ—0.0%

BOAT0.0%—

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

GAIQ$0 − $79 = −$79

KeptFee

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