Compare · 2 funds side by side · dividends reinvested

TOLL and JQUA

TOLLTema×JQUAJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,593JQUA · best of the two

02 / 04

TOLL and JQUA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Quality Factor ETFUS Stock Styles · Factor0.12%1.05%+20.2%+21.5%+23.5%+13.2%−7.1%12.0%$9.5B1.0

Tema Durable Quality ETFUS Stock Styles · Factor0.55%0.28%+15.0%+17.0%+20.7%[…]−11.3%17.1%$61M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: TOLL 2023 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

Tema Durable Quality ETF · $61M[…]

TOLL

JQUA

JPMorgan U.S. Quality Factor ETF · $9.5B$18,593

$10,000 five years ago, dividends reinvested · they hold 11.2% in common

TOLLMeasureJQUA

+15.0%Year to dateJan 1 → Nov 3+20.2%

+17.0%1 yearTotal return+21.5%

+20.7%3 years · per year$10,000 became $17,566 · $18,844+23.5%

[…]5 years · per year$10,000 became […] · $18,593+13.2%

0.55%Expense ratio$55 · $12 a year on $10k · lower is better0.12%

0.28%Trailing 12-mo yield$28 · $105 a year on $10k1.05%

−11.3%Worst dropSmaller is better−7.1%

17.1%VolatilityLower is calmer12.0%

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

0–7JQUA wins

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

More Ways to See the Pairs

TOLL vs JQUA: Top 5 Holdings

Today

TOLL

22.8%in top 5

JQUA

in top 59.9%

TOLLStockJQUA

5.8%V1.9%

4.6%GEnot top 5

4.3%PFGCnot top 5

4.2%CBOEnot top 5

3.9%LRCXnot top 5

not top 5AAPL2.1%

not top 5MSFT2.1%

not top 5XOM2.0%

not top 5AMD1.8%

Held in common11.2%

End-of-day Nov 3, 2026 · share of each fund

TOLL vs JQUA Returns, Every Period

TemaTOLL

+17.0%

past year

JQUAJ.P. Morgan

+21.5%

past year

TOLLJQUAFaded: behind in that period

0–3JQUA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

TOLL vs JQUA

YTD

TemaTOLL

+15.0%

JQUAJ.P. Morgan

+20.2%

+15.0%Year to date+20.2%

−11.3%Worst drop · 1Y−7.1%

17.1%Volatility · 1Y12.0%

0.3%Yield1.1%

$61.1MAssets$9.5B

4–0JQUA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TOLL, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

TOLL0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TOLL, JQUA

1.05%highest, JQUA

FundTrailing yieldYield$10k

JQUA1.05%$105

TOLL0.28%$28

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$93most kept, JQUA

JQUA$105 − $12 = $93

TOLL$28 − $55 = −$27

KeptFee

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

Overlap: TOLL, JQUA

Today

11.2%most shared, TOLL and JQUA

TOLLJQUA

TOLL—11.2%

JQUA11.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.5%JQUA, at 12.0% volatility

JQUAWorst drop−7.1%12.0% vol

TOLLWorst drop−11.3%17.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JQUATOLL

+20.2%Year to date+15.0%

1.1%Yield0.3%

+21.5%Past year+17.0%

0.12%Fee0.55%

4–0JQUA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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