SEA vs BOAT

ASEA

BBOAT

Measures won2–3BOAT wins · of 6 · 5Y

$10,000 · 5Y$32,181BOAT · IEFA $14,790

Lowest cost0.07%IEFA · $7 on $10k

Most income5.94%BOAT · $594 on $10k

Smallest drop−8.0%SEA · worst fall in 1Y

Held in common34.8%SEA and BOAT

SEA

BOAT

U.S. Global Sea to Sky Cargo ETF · $19MSonicShares Global Shipping ETF · $157M

+25.9%3 years · per year$19,943 · $24,311+34.5%

[…]5 years · per year[…] · $32,181+26.3%

2.32%Expense ratio$232 · $69 on $10k · lower wins0.69%

4.58%12-mo yield$458 · $594 on $10k5.94%

−8.0%Worst dropSmaller wins−10.9%

18.1%VolatilityLower wins22.0%

2–3BOAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSEA · BOAT

5.0%1308.HK5.4%

4.1%FRO5.9%

4.1%0316.HK4.6%

5.0%1919.HK4.0%

Held in common34.8%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BBOAT	SonicShares Global Shipping ETFRead Desk	0.69%	5.94%	−0.3%	+70.8%	+72.4%	+34.5%	+26.3%	−10.9%	$157M
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.42%	−0.6%	+9.2%	+13.0%	+20.1%	+8.1%	−11.5%	$189.0B
3	ASEA	U.S. Global Sea to Sky Cargo ETFRead Desk	2.32%	4.58%	−0.5%	+47.4%	+51.7%	+25.9%	new	−8.0%	$19M

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

All Three

5Y3 funds

#
1	BBOAT	SonicShares Global Shipping ETFRead Desk	0.69%	5.94%	−0.3%	+70.8%	+72.4%	+34.5%	+26.3%	−10.9%	$157M
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.42%	−0.6%	+9.2%	+13.0%	+20.1%	+8.1%	−11.5%	$189.0B
3	ASEA	U.S. Global Sea to Sky Cargo ETFRead Desk	2.32%	4.58%	−0.5%	+47.4%	+51.7%	+25.9%	new	−8.0%	$19M

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

Cards for this view

SEA vs BOAT

SEA

U.S. Global Sea to Sky Cargo

[…]

BOAT

SonicShares Global Shipping

$32,181

MeasureSEABOAT

Fee2.32%0.69%

Cost on $10k a year$232$69

Yield4.58%5.94%

5 years, per year[…]+26.3%

3 years, per year+25.9%+34.5%

Worst drop · 1Y−8.0%−10.9%

Volatility · 1Y18.1%22.0%

3–2measures won
BOAT first

34.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.1%

IEFAiShares

+9.2%

+12.1%Year to date+9.2%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SEA, BOAT, IEFA

Today

34.8%most shared, SEA and BOAT

SEABOATIEFA

SEA—34.8%0.5%

BOAT34.8%—0.2%

IEFA0.5%0.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$525most kept, BOAT

BOAT$594 − $69 = $525

IEFA$342 − $7 = $335

SEA$458 − $232 = $226

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee