TOLL vs IWF

ATOLL

BIWF

Measures won2–3IWF wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.37%IWF · $37 on $10k

Smallest drop−11.3%TOLL · worst fall in 1Y

Held in common12.3%TOLL and IWF

TOLL

IWF

Tema Durable Quality ETF · $61MiShares Russell 1000 Growth ETF · $121B

+20.5%3 years · per year$17,511 · $18,310+22.3%

[…]5 years · per year[…] · $16,559+10.6%

0.55%Expense ratio$55 · $18 on $10k · lower wins0.18%

0.28%12-mo yield$28 · $37 on $10k0.37%

−11.3%Worst dropSmaller wins−15.6%

17.1%VolatilityLower wins18.3%

2–3IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOLL · IWF

3.0%AVGO4.8%

5.0%V2.2%

2.1%MA1.6%

1.1%AMD2.5%

Held in common12.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ATOLL	Tema Durable Quality ETFRead Desk		0.55%	0.28%	+1.1%	+16.2%	+18.0%	+20.5%	new	−11.3%	$61M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ATOLL	Tema Durable Quality ETFRead Desk		0.55%	0.28%	+1.1%	+16.2%	+18.0%	+20.5%	new	−11.3%	$61M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TOLL vs IWF

TOLL

Tema Durable Quality

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureTOLLIWF

Fee0.55%0.18%

Cost on $10k a year$55$18

Yield0.28%0.37%

5 years, per year[…]+10.6%

3 years, per year+20.5%+22.3%

Worst drop · 1Y−11.3%−15.6%

Volatility · 1Y17.1%18.3%

3–2measures won
IWF first

12.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: TOLL, IWF

Today

12.3%most shared, TOLL and IWF

TOLLIWF

TOLL—12.3%

IWF12.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

TOLL$28 − $55 = −$27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee