TBLU vs BOAT

ATBLU

BBOAT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$29,698BOAT · TBLU $11,830

Lowest cost0.40%TBLU · $40 on $10k

Most income6.43%BOAT · $643 on $10k

Smallest drop−13.3%TBLU · worst fall in 1Y

Held in common0.0%TBLU and BOAT

TBLU

BOAT

Tortoise Global Water Fund · $56MSonicShares Global Shipping ETF · $146M

+13.7%3 years · per year$14,683 · $22,197+30.4%

+3.4%5 years · per year$11,830 · $29,699+24.3%

0.40%Expense ratio$40 · $69 on $10k · lower wins0.69%

3.46%12-mo yield$346 · $643 on $10k6.43%

−13.3%Worst dropSmaller wins−14.3%

15.9%VolatilityLower wins22.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTBLU · BOAT

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

Held in common0.0%

End-of-day Nov 6, 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%	6.43%	−1.2%	+57.7%	+61.0%	+30.4%	+24.3%	−14.3%	$146M
2	ATBLU	Tortoise Global Water FundRead Desk		0.40%	3.46%	−2.1%	+2.1%	−0.1%	+13.7%	+3.4%	−13.3%	$56M

End-of-day Nov 6, 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%	6.43%	−1.2%	+57.7%	+61.0%	+30.4%	+24.3%	−14.3%	$146M
2	ATBLU	Tortoise Global Water FundRead Desk		0.40%	3.46%	−2.1%	+2.1%	−0.1%	+13.7%	+3.4%	−13.3%	$56M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TBLU vs BOAT

TBLU

Tortoise Global Water Fund

$11,830

BOAT

SonicShares Global Shipping

$29,699

MeasureTBLUBOAT

Fee0.40%0.69%

Cost on $10k a year$40$69

Yield3.46%6.43%

5 years, per year+3.4%+24.3%

3 years, per year+13.7%+30.4%

Worst drop · 1Y−13.3%−14.3%

Volatility · 1Y15.9%22.6%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TBLU, BOAT

Today

0.0%most shared, TBLU and BOAT

TBLUBOAT

TBLU—0.0%

BOAT0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$574most kept, BOAT

BOAT$643 − $69 = $574

TBLU$346 − $40 = $306

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee