TOLL vs JEPQ

ATOLL

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG

Lowest cost0.03%VUG · $3 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common7.0%TOLL and JEPQ

TOLL

JEPQ

Tema Durable Quality ETF · $34MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+18.3%3 years · per year$16,561 · $16,495+18.2%

[…]5 years · per year[…]

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

0.28%12-mo yield$28 · $1,239 on $10k12.39%

−11.3%Worst dropSmaller wins−11.5%

18.6%VolatilityLower wins16.9%

2–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOLL · JEPQ

2.8%AVGO1.8%

3.6%LRCX1.4%

1.1%AMD3.2%

1.5%VRTX0.7%

Held in common7.0%

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.28%	+3.7%	+14.3%	+17.0%	+18.3%	new	−11.3%	$34M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.28%	+3.7%	+14.3%	+17.0%	+18.3%	new	−11.3%	$34M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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%12.39%

5 years, per year[…][…]

3 years, per year+18.3%+18.2%

Worst drop · 1Y−11.3%−11.5%

Volatility · 1Y18.6%16.9%

3–2measures won
JEPQ first

7.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: TOLL, JEPQ, VUG

Today

51.8%most shared, JEPQ and VUG

TOLLJEPQVUG

TOLL—7.0%11.9%

JEPQ7.0%—51.8%

VUG11.9%51.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VUG$41 − $3 = $38

TOLL$28 − $55 = −$27

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee