Compare · 2 funds side by side · dividends reinvested

TOLL and IJH

TOLLTema×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

TOLL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.3

Tema Durable Quality ETFUS Stock Styles · Factor0.55%0.29%+10.3%+12.2%+17.9%[…]−11.3%18.3%$40M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: TOLL 2023 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Tema Durable Quality ETF · $40M[…]

TOLL

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

TOLLMeasureIJH

+10.3%Year to dateJan 1 → Nov 6+9.5%

+12.2%1 yearTotal return+12.9%

+17.9%3 years · per year$10,000 became $16,374 · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.55%Expense ratio$55 · $5 a year on $10k · lower is better0.05%

0.29%Trailing 12-mo yield$29 · $125 a year on $10k1.25%

−11.3%Worst dropSmaller is better−8.8%

18.3%VolatilityLower is calmer15.5%

TOLLIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5IJH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TOLL vs IJH: Top 5 Holdings

Today

TOLL

21.1%in top 5

IJH

in top 53.5%

TOLLStockIJH

4.9%GEnot top 5

4.6%PFGCnot top 5

4.6%Vnot top 5

3.6%TMOnot top 5

3.3%LRCXnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common1.2%

End-of-day Nov 6, 2026 · share of each fund

TOLL vs IJH Returns, Every Period

TemaTOLL

+12.2%

past year

IJHiShares

+12.9%

past year

TOLLIJHFaded: behind in that period

2–1TOLL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

TOLL vs IJH

YTD

TemaTOLL

+10.3%

IJHiShares

+9.5%

+10.3%Year to date+9.5%

−11.3%Worst drop · 1Y−8.8%

18.3%Volatility · 1Y15.5%

0.3%Yield1.3%

$40.4MAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TOLL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

TOLL0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TOLL, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

TOLL0.29%$29

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

TOLL$29 − $55 = −$26

KeptFee

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

Overlap: TOLL, IJH

Today

1.2%most shared, TOLL and IJH

TOLLIJH

TOLL—1.2%

IJH1.2%—

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

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

TOLLWorst drop−11.3%18.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHTOLL

+9.5%Year to date+10.3%

1.3%Yield0.3%

+12.9%Past year+12.2%

0.05%Fee0.55%

3–1IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026