RGEF vs BOAT

ARGEF

BBOAT

Measures won3–1RGEF wins · of 6 · 5Y

$10,000 · 5Y$30,445BOAT

Lowest cost0.55%RGEF · $55 on $10k

Most income6.36%BOAT · $636 on $10k

Smallest drop−10.0%RGEF · worst fall in 1Y

Held in common0.0%RGEF and BOAT

RGEF

BOAT

Rockefeller Global Equity ETF · $788MSonicShares Global Shipping ETF · $152M

[…]3 years · per year[…] · $22,823+31.7%

[…]5 years · per year[…] · $30,445+24.9%

0.55%Expense ratio$55 · $69 on $10k · lower wins0.69%

1.01%12-mo yield$101 · $636 on $10k6.36%

−10.0%Worst dropSmaller wins−13.3%

16.8%VolatilityLower wins22.6%

3–1RGEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsRGEF · 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

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	ARGEF	Rockefeller Global Equity ETFRead Desk		0.55%	1.01%	−5.2%	+9.0%	+11.7%	new	new	−10.0%	$788M

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	ARGEF	Rockefeller Global Equity ETFRead Desk		0.55%	1.01%	−5.2%	+9.0%	+11.7%	new	new	−10.0%	$788M

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

RGEF vs BOAT

RGEF

Rockefeller Global Equity

[…]

BOAT

SonicShares Global Shipping

$30,445

MeasureRGEFBOAT

Fee0.55%0.69%

Cost on $10k a year$55$69

Yield1.01%6.36%

5 years, per year[…]+24.9%

3 years, per year[…]+31.7%

Worst drop · 1Y−10.0%−13.3%

Volatility · 1Y16.8%22.6%

3–1measures won
RGEF first

0.0%

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: RGEF, BOAT

Today

0.0%most shared, RGEF and BOAT

RGEFBOAT

RGEF—0.0%

BOAT0.0%—

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

RGEF$101 − $55 = $46

KeptFee

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