TOLL vs MTUM

ATOLL

BMTUM

Measures won2–3MTUM wins · of 6 · 5Y

$10,000 · 5Y$15,425MTUM

Lowest cost0.15%MTUM · $15 on $10k

Most income0.68%MTUM · $68 on $10k

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

Held in common9.2%TOLL and MTUM

TOLL

MTUM

Tema Durable Quality ETF · $61MiShares MSCI USA Momentum Factor ETF · $17.0B

+20.5%3 years · per year$17,511 · $20,414+26.9%

[…]5 years · per year[…] · $15,425+9.1%

0.55%Expense ratio$55 · $15 on $10k · lower wins0.15%

0.28%12-mo yield$28 · $68 on $10k0.68%

−11.3%Worst dropSmaller wins−20.8%

17.1%VolatilityLower wins27.9%

2–3MTUM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOLL · MTUM

2.4%AMAT2.6%

3.9%LRCX1.9%

3.6%KLAC1.1%

1.1%AMD5.6%

Held in common9.2%

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	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.68%	−2.0%	+9.4%	+8.4%	+26.9%	+9.1%	−20.8%	$17.0B
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	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.68%	−2.0%	+9.4%	+8.4%	+26.9%	+9.1%	−20.8%	$17.0B
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 MTUM

TOLL

Tema Durable Quality

[…]

MTUM

iShares MSCI USA Momentum Factor

$15,425

MeasureTOLLMTUM

Fee0.55%0.15%

Cost on $10k a year$55$15

Yield0.28%0.68%

5 years, per year[…]+9.1%

3 years, per year+20.5%+26.9%

Worst drop · 1Y−11.3%−20.8%

Volatility · 1Y17.1%27.9%

3–2measures won
MTUM first

9.2%

holdings shared

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

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

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, MTUM

Today

9.2%most shared, TOLL and MTUM

TOLLMTUM

TOLL—9.2%

MTUM9.2%—

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

Income After Fees on $10,000

$53most kept, MTUM

MTUM$68 − $15 = $53

TOLL$28 − $55 = −$27

KeptFee

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