MVFG vs BOAT

AMVFG

BBOAT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$29,698BOAT

Lowest cost0.69%BOAT · $69 on $10k

Most income6.43%BOAT · $643 on $10k

Smallest drop−10.6%MVFG · worst fall in 1Y

Held in common0.0%MVFG and BOAT

MVFG

BOAT

Monarch Volume Factor Global Unconstrained ETF · $186MSonicShares Global Shipping ETF · $146M

[…]3 years · per year[…] · $22,197+30.4%

[…]5 years · per year[…] · $29,699+24.3%

1.41%Expense ratio$141 · $69 on $10k · lower wins0.69%

1.75%12-mo yield$175 · $643 on $10k6.43%

−10.6%Worst dropSmaller wins−14.3%

16.6%VolatilityLower wins22.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMVFG · 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	BBOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.43%	−1.2%	+57.7%	+61.0%	+30.4%	+24.3%	−14.3%	$146M
2	AMVFG	Monarch Volume Factor Global Unconstrained ETFRead Desk		1.41%	1.75%	−0.4%	+10.0%	+12.6%	new	new	−10.6%	$186M

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	BBOAT	SonicShares Global Shipping ETFRead Desk		0.69%	6.43%	−1.2%	+57.7%	+61.0%	+30.4%	+24.3%	−14.3%	$146M
2	AMVFG	Monarch Volume Factor Global Unconstrained ETFRead Desk		1.41%	1.75%	−0.4%	+10.0%	+12.6%	new	new	−10.6%	$186M

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

MVFG vs BOAT

MVFG

Monarch Volume Factor Global Unconstrained

[…]

BOAT

SonicShares Global Shipping

$29,699

MeasureMVFGBOAT

Fee1.41%0.69%

Cost on $10k a year$141$69

Yield1.75%6.43%

5 years, per year[…]+24.3%

3 years, per year[…]+30.4%

Worst drop · 1Y−10.6%−14.3%

Volatility · 1Y16.6%22.6%

2–2measures 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MVFG, BOAT

Today

0.0%most shared, MVFG and BOAT

MVFGBOAT

MVFG—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

MVFG$175 − $141 = $34

KeptFee

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