SFGV vs BOAT

ASFGV

BBOAT

Measures won3–1SFGV wins · of 6 · 5Y

$10,000 · 5Y$32,671BOAT

Lowest cost0.38%SFGV · $38 on $10k

Most income6.01%BOAT · $601 on $10k

Smallest drop−8.4%SFGV · worst fall in 1Y

Held in common0.3%SFGV and BOAT

SFGV

BOAT

Sequoia Global Value ETF · $1.2BSonicShares Global Shipping ETF · $155M

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

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

0.38%Expense ratio$38 · $69 on $10k · lower wins0.69%

2.19%12-mo yield$219 · $601 on $10k6.01%

−8.4%Worst dropSmaller wins−10.9%

11.2%VolatilityLower wins22.0%

3–1SFGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSFGV · BOAT

0.1%MATX3.8%

0.0%STNG3.7%

0.0%DHT1.9%

0.0%INSW4.2%

Held in common0.3%

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	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.19%	+2.3%	+17.7%	+21.4%	new	new	−8.4%	$1.2B

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	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.19%	+2.3%	+17.7%	+21.4%	new	new	−8.4%	$1.2B

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

SFGV vs BOAT

SFGV

Sequoia Global Value

[…]

BOAT

SonicShares Global Shipping

$32,671

MeasureSFGVBOAT

Fee0.38%0.69%

Cost on $10k a year$38$69

Yield2.19%6.01%

5 years, per year[…]+26.7%

3 years, per year[…]+33.8%

Worst drop · 1Y−8.4%−10.9%

Volatility · 1Y11.2%22.0%

3–1measures won
SFGV first

0.3%

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: SFGV, BOAT

Today

0.3%most shared, SFGV and BOAT

SFGVBOAT

SFGV—0.3%

BOAT0.3%—

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

SFGV$219 − $38 = $181

KeptFee

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