RSSB vs BOAT

ARSSB

BBOAT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$32,671BOAT

Lowest cost0.39%RSSB · $39 on $10k

Most income6.01%BOAT · $601 on $10k

Smallest drop−10.9%BOAT · worst fall in 1Y

Held in common0.0%RSSB and BOAT

RSSB

BOAT

Return Stacked Global Stocks & Bonds ETF · $498MSonicShares Global Shipping ETF · $157M

[…]3 years · per year[…] · $23,977+33.8%

[…]5 years · per year[…] · $32,671+26.7%

0.39%Expense ratio$39 · $69 on $10k · lower wins0.69%

3.22%12-mo yield$322 · $601 on $10k6.01%

−11.6%Worst dropSmaller wins−10.9%

16.8%VolatilityLower wins22.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsRSSB · BOAT

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

Held in common0.0%

End-of-day Nov 4, 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%	6.01%	−1.1%	+68.9%	+70.7%	+33.8%	+26.7%	−10.9%	$157M
2	ARSSB	Return Stacked Global Stocks & Bonds ETFRead Desk		0.39%	3.22%	+2.1%	+8.2%	+8.7%	new	new	−11.6%	$498M

End-of-day Nov 4, 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%	6.01%	−1.1%	+68.9%	+70.7%	+33.8%	+26.7%	−10.9%	$157M
2	ARSSB	Return Stacked Global Stocks & Bonds ETFRead Desk		0.39%	3.22%	+2.1%	+8.2%	+8.7%	new	new	−11.6%	$498M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RSSB vs BOAT

RSSB

Return Stacked Global Stocks & Bonds

[…]

BOAT

SonicShares Global Shipping

$32,671

MeasureRSSBBOAT

Fee0.39%0.69%

Cost on $10k a year$39$69

Yield3.22%6.01%

5 years, per year[…]+26.7%

3 years, per year[…]+33.8%

Worst drop · 1Y−11.6%−10.9%

Volatility · 1Y16.8%22.0%

2–2measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RSSB, BOAT

Today

0.0%most shared, RSSB and BOAT

RSSBBOAT

RSSB—0.0%

BOAT0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$532most kept, BOAT

BOAT$601 − $69 = $532

RSSB$322 − $39 = $283

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee