IVV vs TOLL

AIVV

BTOLL

Measures won5–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common9.3%IVV and TOLL

IVV

TOLL

iShares Core S&P 500 ETF · $850BTema Durable Quality ETF · $46M

+22.1%3 years · per year$18,221 · $16,333+17.8%

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $55 on $10k · lower wins0.55%

1.14%12-mo yield$114 · $29 on $10k0.29%

−8.9%Worst dropSmaller wins−11.3%

13.6%VolatilityLower wins18.3%

5–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · TOLL

2.3%AVGO3.0%

1.1%V5.3%

1.2%AMD1.1%

0.8%MA2.2%

Held in common9.3%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BTOLL	Tema Durable Quality ETFRead Desk	0.55%	0.29%	−6.2%	+9.0%	+11.3%	+17.8%	new	−11.3%	$46M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BTOLL	Tema Durable Quality ETFRead Desk	0.55%	0.29%	−6.2%	+9.0%	+11.3%	+17.8%	new	−11.3%	$46M

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

IVV vs TOLL

IVV

iShares Core S&P 500

$17,151

TOLL

Tema Durable Quality

[…]

MeasureIVVTOLL

Fee0.03%0.55%

Cost on $10k a year$3$55

Yield1.14%0.29%

5 years, per year+11.4%[…]

3 years, per year+22.1%+17.8%

Worst drop · 1Y−8.9%−11.3%

Volatility · 1Y13.6%18.3%

5–0measures won
IVV first

9.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: IVV, TOLL, VOO

Today

93.5%most shared, IVV and VOO

IVVTOLLVOO

IVV—9.3%93.5%

TOLL9.3%—9.6%

VOO93.5%9.6%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

TOLL$29 − $55 = −$26

KeptFee

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