SDG vs BOAT

ASDG

BBOAT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$30,445BOAT · SDG $9,868

Lowest cost0.50%SDG · $50 on $10k

Most income6.36%BOAT · $636 on $10k

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

Held in common0.0%SDG and BOAT

SDG

BOAT

iShares MSCI Global Sustainable Development Goals ETF · $165MSonicShares Global Shipping ETF · $155M

+8.8%3 years · per year$12,880 · $22,823+31.7%

−0.3%5 years · per year$9,868 · $30,445+24.9%

0.50%Expense ratio$50 · $69 on $10k · lower wins0.69%

1.73%12-mo yield$173 · $636 on $10k6.36%

−8.9%Worst dropSmaller wins−13.3%

15.3%VolatilityLower wins22.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSDG · 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%	$155M
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.73%	−1.9%	+4.5%	+6.9%	+8.8%	−0.3%	−8.9%	$165M

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%	$155M
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.73%	−1.9%	+4.5%	+6.9%	+8.8%	−0.3%	−8.9%	$165M

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

SDG vs BOAT

SDG

iShares MSCI Global Sustainable Development Goals

$9,868

BOAT

SonicShares Global Shipping

$30,445

MeasureSDGBOAT

Fee0.50%0.69%

Cost on $10k a year$50$69

Yield1.73%6.36%

5 years, per year−0.3%+24.9%

3 years, per year+8.8%+31.7%

Worst drop · 1Y−8.9%−13.3%

Volatility · 1Y15.3%22.6%

3–3measures won
level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SDG, BOAT

Today

0.0%most shared, SDG and BOAT

SDGBOAT

SDG—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

SDG$173 − $50 = $123

KeptFee

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