GLOF vs BOAT

AGLOF

BBOAT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$32,181BOAT · GLOF $17,365

Lowest cost0.20%GLOF · $20 on $10k

Most income5.94%BOAT · $594 on $10k

Smallest drop−9.1%GLOF · worst fall in 1Y

Held in common0.4%GLOF and BOAT

GLOF

BOAT

iShares Global Equity Factor ETF · $201MSonicShares Global Shipping ETF · $157M

+24.4%3 years · per year$19,241 · $24,311+34.5%

+11.7%5 years · per year$17,365 · $32,181+26.3%

0.20%Expense ratio$20 · $69 on $10k · lower wins0.69%

1.57%12-mo yield$157 · $594 on $10k5.94%

−9.1%Worst dropSmaller wins−10.9%

13.8%VolatilityLower wins22.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsGLOF · BOAT

0.2%MAERSK-B.CO4.4%

0.1%1919.HK4.0%

0.1%1308.HK5.4%

Held in common0.4%

End-of-day Nov 3, 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%	5.94%	−0.3%	+70.8%	+72.4%	+34.5%	+26.3%	−10.9%	$157M
2	AGLOF	iShares Global Equity Factor ETFRead Desk		0.20%	1.57%	+0.6%	+13.2%	+14.3%	+24.4%	+11.7%	−9.1%	$201M

End-of-day Nov 3, 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%	5.94%	−0.3%	+70.8%	+72.4%	+34.5%	+26.3%	−10.9%	$157M
2	AGLOF	iShares Global Equity Factor ETFRead Desk		0.20%	1.57%	+0.6%	+13.2%	+14.3%	+24.4%	+11.7%	−9.1%	$201M

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

Cards for this view

GLOF vs BOAT

GLOF

iShares Global Equity Factor

$17,365

BOAT

SonicShares Global Shipping

$32,181

MeasureGLOFBOAT

Fee0.20%0.69%

Cost on $10k a year$20$69

Yield1.57%5.94%

5 years, per year+11.7%+26.3%

3 years, per year+24.4%+34.5%

Worst drop · 1Y−9.1%−10.9%

Volatility · 1Y13.8%22.0%

3–3measures won
level

0.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GLOF, BOAT

Today

0.4%most shared, GLOF and BOAT

GLOFBOAT

GLOF—0.4%

BOAT0.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$525most kept, BOAT

BOAT$594 − $69 = $525

GLOF$157 − $20 = $137

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee