Compare · 2 funds side by side · dividends reinvested

TOLL and SPYM

TOLLTema×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749SPYM · best of the two

02 / 04

TOLL and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.3

Tema Durable Quality ETFUS Stock Styles · Factor0.55%0.28%+15.0%+17.0%+20.7%[…]−11.3%17.1%$61M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: TOLL 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Tema Durable Quality ETF · $61M[…]

TOLL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 9.4% in common

TOLLMeasureSPYM

+15.0%Year to dateJan 1 → Nov 3+11.5%

+17.0%1 yearTotal return+11.9%

+20.7%3 years · per year$10,000 became $17,566 · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.55%Expense ratio$55 · $2 a year on $10k · lower is better0.02%

0.28%Trailing 12-mo yield$28 · $103 a year on $10k1.03%

−11.3%Worst dropSmaller is better−8.9%

17.1%VolatilityLower is calmer12.7%

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

2–5SPYM 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 SPYM: Top 5 Holdings

Today

TOLL

22.8%in top 5

SPYM

in top 527.4%

TOLLStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

5.8%Vnot top 5

4.6%GEnot top 5

4.3%PFGCnot top 5

4.2%CBOEnot top 5

3.9%LRCXnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common9.4%

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

TOLL vs SPYM Returns, Every Period

TemaTOLL

+17.0%

past year

SPYMSPDR

+11.9%

past year

TOLLSPYMFaded: behind in that period

2–1TOLL wins

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

Stocks vs Core: TOLL vs SPYM

YTD

TemaTOLL

+15.0%

SPYMSPDR

+11.5%

+15.0%Year to date+11.5%

−11.3%Worst drop · 1Y−8.9%

17.1%Volatility · 1Y12.7%

0.3%Yield1.0%

$61.1MAssets$185B

3–1SPYM wins

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

Cost, Income and Risk

Fees: TOLL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

TOLL0.55%$55

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

Yields: TOLL, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

TOLL0.28%$28

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

TOLL$28 − $55 = −$27

KeptFee

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

Overlap: TOLL, SPYM

Today

9.4%most shared, TOLL and SPYM

TOLLSPYM

TOLL—9.4%

SPYM9.4%—

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

Return vs Bumpiness: 2 ETFs

+17.0%TOLL, at 17.1% volatility

SPYMWorst drop−8.9%12.7% 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

SPYMTOLL

+11.5%Year to date+15.0%

1.0%Yield0.3%

+11.9%Past year+17.0%

0.02%Fee0.55%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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