TOLL vs IWF

ATOLL

BIWF

Measures won2–3IWF wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income0.43%VUG · $43 on $10k

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

Held in common12.4%TOLL and IWF

TOLL

IWF

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

+17.8%3 years · per year$16,333 · $17,073+19.5%

[…]5 years · per year[…] · $15,330+8.9%

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

0.29%12-mo yield$29 · $39 on $10k0.39%

−11.3%Worst dropSmaller wins−14.6%

18.3%VolatilityLower wins19.3%

2–3IWF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOLL · IWF

3.0%AVGO4.7%

5.3%V2.3%

2.2%MA1.7%

1.1%AMD2.5%

Held in common12.4%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.29%	−6.2%	+9.0%	+11.3%	+17.8%	new	−11.3%	$61M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.29%	−6.2%	+9.0%	+11.3%	+17.8%	new	−11.3%	$61M

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

TOLL vs IWF

TOLL

Tema Durable Quality

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureTOLLIWF

Fee0.55%0.18%

Cost on $10k a year$55$18

Yield0.29%0.39%

5 years, per year[…]+8.9%

3 years, per year+17.8%+19.5%

Worst drop · 1Y−11.3%−14.6%

Volatility · 1Y18.3%19.3%

3–2measures won
IWF first

12.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TOLL, IWF, VUG

Today

78.0%most shared, IWF and VUG

TOLLIWFVUG

TOLL—12.4%12.1%

IWF12.4%—78.0%

VUG12.1%78.0%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

TOLL$29 − $55 = −$26

KeptFee

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