TOLL vs JEPQ

ATOLL

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common7.3%TOLL and JEPQ

TOLL

JEPQ

Tema Durable Quality ETF · $61MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+20.5%3 years · per year$17,511 · $17,406+20.3%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.28%12-mo yield$28 · $1,217 on $10k12.17%

−11.3%Worst dropSmaller wins−8.8%

17.1%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTOLL · JEPQ

3.0%AVGO2.0%

3.9%LRCX1.6%

1.1%AMD3.3%

2.4%AMAT0.7%

Held in common7.3%

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							5Y/yr
1	ATOLL	Tema Durable Quality ETFRead Desk		0.55%	0.28%	+1.1%	+16.2%	+18.0%	+20.5%	new	−11.3%	$61M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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							5Y/yr
1	ATOLL	Tema Durable Quality ETFRead Desk		0.55%	0.28%	+1.1%	+16.2%	+18.0%	+20.5%	new	−11.3%	$61M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

TOLL

Tema Durable Quality

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureTOLLJEPQ

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.28%12.17%

5 years, per year[…][…]

3 years, per year+20.5%+20.3%

Worst drop · 1Y−11.3%−8.8%

Volatility · 1Y17.1%15.5%

4–1measures won
JEPQ first

7.3%

holdings shared

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

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TOLL, JEPQ

Today

7.3%most shared, TOLL and JEPQ

TOLLJEPQ

TOLL—7.3%

JEPQ7.3%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

TOLL$28 − $55 = −$27

KeptFee

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