QWLD vs BOAT

AQWLD

BBOAT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$30,445BOAT · QWLD $15,872

Lowest cost0.30%QWLD · $30 on $10k

Most income6.36%BOAT · $636 on $10k

Smallest drop−7.6%QWLD · worst fall in 1Y

Held in common0.1%QWLD and BOAT

QWLD

BOAT

State Street SPDR MSCI World StrategicFactors ETF · $181MSonicShares Global Shipping ETF · $152M

+18.4%3 years · per year$16,610 · $22,823+31.7%

+9.7%5 years · per year$15,872 · $30,445+24.9%

0.30%Expense ratio$30 · $69 on $10k · lower wins0.69%

1.77%12-mo yield$177 · $636 on $10k6.36%

−7.6%Worst dropSmaller wins−13.3%

10.3%VolatilityLower wins22.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQWLD · BOAT

0.0%9104.T5.5%

0.0%MAERSK-B.CO4.4%

0.0%1308.HK5.7%

0.0%9107.T5.0%

Held in common0.1%

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%	$152M
2	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk		0.30%	1.77%	−2.9%	+10.2%	+14.0%	+18.4%	+9.7%	−7.6%	$181M

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%	$152M
2	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk		0.30%	1.77%	−2.9%	+10.2%	+14.0%	+18.4%	+9.7%	−7.6%	$181M

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

QWLD vs BOAT

QWLD

SPDR MSCI World StrategicFactors

$15,872

BOAT

SonicShares Global Shipping

$30,445

MeasureQWLDBOAT

Fee0.30%0.69%

Cost on $10k a year$30$69

Yield1.77%6.36%

5 years, per year+9.7%+24.9%

3 years, per year+18.4%+31.7%

Worst drop · 1Y−7.6%−13.3%

Volatility · 1Y10.3%22.6%

3–3measures won
level

0.1%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QWLD, BOAT

Today

0.1%most shared, QWLD and BOAT

QWLDBOAT

QWLD—0.1%

BOAT0.1%—

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

QWLD$177 − $30 = $147

KeptFee

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