SAGP vs BOAT

ASAGP

BBOAT

Measures won3–2SAGP wins · of 6 · 5Y

$10,000 · 5Y$32,671BOAT

Lowest cost0.65%SAGP · $65 on $10k

Most income6.01%BOAT · $601 on $10k

Smallest drop−8.9%SAGP · worst fall in 1Y

Held in common0.0%SAGP and BOAT

SAGP

BOAT

Strategas Global Policy Opportunities ETF · $79MSonicShares Global Shipping ETF · $155M

+21.5%3 years · per year$17,921 · $23,977+33.8%

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

0.65%Expense ratio$65 · $69 on $10k · lower wins0.69%

2.97%12-mo yield$297 · $601 on $10k6.01%

−8.9%Worst dropSmaller wins−10.9%

13.4%VolatilityLower wins22.0%

3–2SAGP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAGP · 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%	$155M
2	ASAGP	Strategas Global Policy Opportunities ETFRead Desk		0.65%	2.97%	+2.2%	+12.4%	+14.1%	+21.5%	new	−8.9%	$79M

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%	$155M
2	ASAGP	Strategas Global Policy Opportunities ETFRead Desk		0.65%	2.97%	+2.2%	+12.4%	+14.1%	+21.5%	new	−8.9%	$79M

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

SAGP vs BOAT

SAGP

Strategas Global Policy Opportunities

[…]

BOAT

SonicShares Global Shipping

$32,671

MeasureSAGPBOAT

Fee0.65%0.69%

Cost on $10k a year$65$69

Yield2.97%6.01%

5 years, per year[…]+26.7%

3 years, per year+21.5%+33.8%

Worst drop · 1Y−8.9%−10.9%

Volatility · 1Y13.4%22.0%

3–2measures won
SAGP first

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SAGP, BOAT

Today

0.0%most shared, SAGP and BOAT

SAGPBOAT

SAGP—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

SAGP$297 − $65 = $232

KeptFee

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