SROI vs BOAT

ASROI

BBOAT

Measures won2–3BOAT wins · of 6 · 5Y

$10,000 · 5Y$32,181BOAT

Lowest cost0.69%BOAT · $69 on $10k

Most income5.94%BOAT · $594 on $10k

Smallest drop−10.2%SROI · worst fall in 1Y

Held in common0.0%SROI and BOAT

SROI

BOAT

Calamos Antetokounmpo Global Sustainable Equities ETF · $17MSonicShares Global Shipping ETF · $157M

+18.0%3 years · per year$16,438 · $24,311+34.5%

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

0.95%Expense ratio$95 · $69 on $10k · lower wins0.69%

0.55%12-mo yield$55 · $594 on $10k5.94%

−10.2%Worst dropSmaller wins−10.9%

14.5%VolatilityLower wins22.0%

2–3BOAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsSROI · BOAT

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	ASROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk		0.95%	0.55%	+0.3%	+10.1%	+10.3%	+18.0%	new	−10.2%	$17M

End-of-day Nov 3, 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%	5.94%	−0.3%	+70.8%	+72.4%	+34.5%	+26.3%	−10.9%	$157M
2	ASROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk		0.95%	0.55%	+0.3%	+10.1%	+10.3%	+18.0%	new	−10.2%	$17M

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

SROI vs BOAT

SROI

Calamos Antetokounmpo Global Sustainable Equities

[…]

BOAT

SonicShares Global Shipping

$32,181

MeasureSROIBOAT

Fee0.95%0.69%

Cost on $10k a year$95$69

Yield0.55%5.94%

5 years, per year[…]+26.3%

3 years, per year+18.0%+34.5%

Worst drop · 1Y−10.2%−10.9%

Volatility · 1Y14.5%22.0%

3–2measures won
BOAT first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SROI, BOAT

Today

0.0%most shared, SROI and BOAT

SROIBOAT

SROI—0.0%

BOAT0.0%—

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

SROI$55 − $95 = −$40

KeptFee

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