TOLL vs JEPQ

ATOLL

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common6.8%TOLL and JEPQ

TOLL

JEPQ

Tema Durable Quality ETF · $40MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+17.9%3 years · per year$16,374 · $16,202+17.4%

[…]5 years · per year[…]

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

0.29%12-mo yield$29 · $1,279 on $10k12.79%

−11.3%Worst dropSmaller wins−11.5%

18.3%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOLL · JEPQ

2.8%AVGO1.8%

3.3%LRCX1.3%

1.0%AMD2.9%

1.7%VRTX0.7%

Held in common6.8%

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.29%	+1.1%	+10.3%	+12.2%	+17.9%	new	−11.3%	$40M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.29%	+1.1%	+10.3%	+12.2%	+17.9%	new	−11.3%	$40M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 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

Yield0.29%12.79%

5 years, per year[…][…]

3 years, per year+17.9%+17.4%

Worst drop · 1Y−11.3%−11.5%

Volatility · 1Y18.3%16.7%

3–2measures won
JEPQ first

6.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TOLL, JEPQ, SCHD

Today

6.8%most shared, TOLL and JEPQ

TOLLJEPQSCHD

TOLL—6.8%0.0%

JEPQ6.8%—3.8%

SCHD0.0%3.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

TOLL$29 − $55 = −$26

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee