PSP vs BOAT

APSP

BBOAT

Measures won1–5BOAT wins · of 6 · 5Y

$10,000 · 5Y$29,133BOAT · PSP $9,829

Lowest cost0.69%BOAT · $69 on $10k

Most income6.47%BOAT · $647 on $10k

Smallest drop−14.8%BOAT · worst fall in 1Y

Held in common0.0%PSP and BOAT

PSP

BOAT

Invesco Global Listed Private Equity ETF · $212MSonicShares Global Shipping ETF · $146M

+13.6%3 years · per year$14,647 · $21,748+29.6%

−0.3%5 years · per year$9,829 · $29,133+23.8%

1.75%Expense ratio$175 · $69 on $10k · lower wins0.69%

5.15%12-mo yield$515 · $647 on $10k6.47%

−22.1%Worst dropSmaller wins−14.8%

22.3%VolatilityLower wins22.6%

1–5BOAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSP · BOAT

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

Held in common0.0%

End-of-day Nov 9, 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%	6.47%	−0.5%	+56.8%	+59.4%	+29.6%	+23.8%	−14.8%	$146M
2	APSP	Invesco Global Listed Private Equity ETFRead Desk		1.75%	5.15%	+3.8%	−6.4%	−2.2%	+13.6%	−0.3%	−22.1%	$212M

End-of-day Nov 9, 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%	6.47%	−0.5%	+56.8%	+59.4%	+29.6%	+23.8%	−14.8%	$146M
2	APSP	Invesco Global Listed Private Equity ETFRead Desk		1.75%	5.15%	+3.8%	−6.4%	−2.2%	+13.6%	−0.3%	−22.1%	$212M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSP vs BOAT

PSP

Invesco Global Listed Private Equity

$9,829

BOAT

SonicShares Global Shipping

$29,133

MeasurePSPBOAT

Fee1.75%0.69%

Cost on $10k a year$175$69

Yield5.15%6.47%

5 years, per year−0.3%+23.8%

3 years, per year+13.6%+29.6%

Worst drop · 1Y−22.1%−14.8%

Volatility · 1Y22.3%22.6%

5–1measures won
BOAT first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PSP, BOAT

Today

0.0%most shared, PSP and BOAT

PSPBOAT

PSP—0.0%

BOAT0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$578most kept, BOAT

BOAT$647 − $69 = $578

PSP$515 − $175 = $340

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee