PEX vs BOAT

APEX

BBOAT

Measures won1–5BOAT wins · of 6 · 5Y

$10,000 · 5Y$30,445BOAT · VEA $15,147

Lowest cost0.03%VEA · $3 on $10k

Most income6.36%BOAT · $636 on $10k

Smallest drop−11.6%VEA · worst fall in 1Y

Held in common0.0%PEX and BOAT

PEX

BOAT

ProShares Global Listed Private Equity ETF · $11MSonicShares Global Shipping ETF · $152M

+8.6%3 years · per year$12,798 · $22,823+31.7%

−0.5%5 years · per year$9,738 · $30,445+24.9%

2.75%Expense ratio$275 · $69 on $10k · lower wins0.69%

5.49%12-mo yield$549 · $636 on $10k6.36%

−18.7%Worst dropSmaller wins−13.3%

16.9%VolatilityLower wins22.6%

1–5BOAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPEX · 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

All Three

5Y3 funds

#
1	BBOAT	SonicShares Global Shipping ETFRead Desk	0.69%	6.36%	−5.5%	+59.6%	+65.5%	+31.7%	+24.9%	−13.3%	$152M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	APEX	ProShares Global Listed Private Equity ETFRead Desk	2.75%	5.49%	−2.3%	−4.3%	−3.9%	+8.6%	−0.5%	−18.7%	$11M

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

All Three

5Y3 funds

#
1	BBOAT	SonicShares Global Shipping ETFRead Desk	0.69%	6.36%	−5.5%	+59.6%	+65.5%	+31.7%	+24.9%	−13.3%	$152M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	APEX	ProShares Global Listed Private Equity ETFRead Desk	2.75%	5.49%	−2.3%	−4.3%	−3.9%	+8.6%	−0.5%	−18.7%	$11M

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

PEX vs BOAT

PEX

ProShares Global Listed Private Equity

$9,738

BOAT

SonicShares Global Shipping

$30,445

MeasurePEXBOAT

Fee2.75%0.69%

Cost on $10k a year$275$69

Yield5.49%6.36%

5 years, per year−0.5%+24.9%

3 years, per year+8.6%+31.7%

Worst drop · 1Y−18.7%−13.3%

Volatility · 1Y16.9%22.6%

5–1measures won
BOAT first

0.0%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PEX, BOAT, VEA

Today

0.2%most shared, BOAT and VEA

PEXBOATVEA

PEX—0.0%0.0%

BOAT0.0%—0.2%

VEA0.0%0.2%—

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

PEX$549 − $275 = $274

VEA$250 − $3 = $247

KeptFee

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