WLDR vs BOAT

AWLDR

BBOAT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$30,445BOAT · WLDR $21,662

Lowest cost0.69%BOAT · $69 on $10k

Most income7.59%WLDR · $759 on $10k

Smallest drop−11.6%WLDR · worst fall in 1Y

Held in common0.3%WLDR and BOAT

WLDR

BOAT

Affinity World Leaders Equity ETF · $143MSonicShares Global Shipping ETF · $152M

+31.0%3 years · per year$22,478 · $22,823+31.7%

+16.7%5 years · per year$21,662 · $30,445+24.9%

1.05%Expense ratio$105 · $69 on $10k · lower wins0.69%

7.59%12-mo yield$759 · $636 on $10k6.36%

−11.6%Worst dropSmaller wins−13.3%

18.8%VolatilityLower wins22.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsWLDR · BOAT

0.3%9104.T5.5%

Held in common0.3%

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%	$152M
2	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.59%	−3.8%	+21.8%	+28.0%	+31.0%	+16.7%	−11.6%	$143M

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%	$152M
2	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.59%	−3.8%	+21.8%	+28.0%	+31.0%	+16.7%	−11.6%	$143M

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

WLDR vs BOAT

WLDR

Affinity World Leaders Equity

$21,662

BOAT

SonicShares Global Shipping

$30,445

MeasureWLDRBOAT

Fee1.05%0.69%

Cost on $10k a year$105$69

Yield7.59%6.36%

5 years, per year+16.7%+24.9%

3 years, per year+31.0%+31.7%

Worst drop · 1Y−11.6%−13.3%

Volatility · 1Y18.8%22.6%

3–3measures won
level

0.3%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WLDR, BOAT

Today

0.3%most shared, WLDR and BOAT

WLDRBOAT

WLDR—0.3%

BOAT0.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$654most kept, WLDR

WLDR$759 − $105 = $654

BOAT$636 − $69 = $567

KeptFee

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