Compare · 4 funds side by side · dividends reinvested

TOLL, IVV, SPY and VOO

TOLLTema×IVViShares×SPYSPDR×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

TOLL, IVV, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.9

Tema Durable Quality ETFUS Stock Styles · Factor0.55%0.28%+14.3%+17.0%+18.3%[…]−11.3%18.6%$34M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: TOLL 2023 · IVV 2000 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Tema Durable Quality ETF · $34M[…]

TOLL

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

TOLLMeasureIVV

+14.3%Year to dateJan 1 → Nov 9+11.3%

+17.0%1 yearTotal return+13.6%

+18.3%3 years · per year$10,000 became $16,561 · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

0.28%Trailing 12-mo yield$28 · $111 a year on $10k1.11%

−11.3%Worst dropSmaller is better−8.9%

18.6%VolatilityLower is calmer13.8%

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

2–5IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TOLL vs IVV: Top 5 Holdings

Today

TOLL

20.1%in top 5

IVV

in top 527.8%

TOLLStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.9%GEnot top 5

4.2%Vnot top 5

4.1%PFGCnot top 5

not top 5AMZN4.0%

3.6%LRCXnot top 5

3.4%TMOnot top 5

not top 5GOOGL2.6%

Held in common9.1%

End-of-day Nov 9, 2026 · share of each fund

TOLL vs IVV Returns, Every Period

TemaTOLL

+17.0%

past year

IVViShares

+13.6%

past year

TOLLIVVFaded: behind in that period

2–1TOLL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: TOLL vs IVV

YTD

TemaTOLL

+14.3%

IVViShares

+11.3%

+14.3%Year to date+11.3%

−11.3%Worst drop · 1Y−8.9%

18.6%Volatility · 1Y13.8%

0.3%Yield1.1%

$33.8MAssets$853B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TOLL, IVV, SPY, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SPY0.09%$9

TOLL0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TOLL, IVV, SPY, VOO

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

SPY1.01%$101

TOLL0.28%$28

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

TOLL$28 − $55 = −$27

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TOLL, IVV, SPY, VOO

Today

99.9%most shared, IVV and SPY

TOLLIVVSPYVOO

TOLL—9.1%9.1%9.5%

IVV9.1%—99.9%92.7%

SPY9.1%99.9%—92.7%

VOO9.5%92.7%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.0%TOLL, at 18.6% volatility

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

TOLLWorst drop−11.3%18.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVTOLL

+11.3%Year to date+14.3%

1.1%Yield0.3%

+13.6%Past year+17.0%

0.03%Fee0.55%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026