TOLL vs QUAL

ATOLL

BQUAL

Measures won0–5QUAL wins · of 6 · 5Y

$10,000 · 5Y$17,248QUAL

Lowest cost0.15%QUAL · $15 on $10k

Most income0.83%QUAL · $83 on $10k

Smallest drop−9.0%QUAL · worst fall in 1Y

Held in common16.0%TOLL and QUAL

TOLL

QUAL

Tema Durable Quality ETF · $61MiShares MSCI USA Quality Factor ETF · $49.1B

+20.5%3 years · per year$17,511 · $18,098+21.9%

[…]5 years · per year[…] · $17,248+11.5%

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

0.28%12-mo yield$28 · $83 on $10k0.83%

−11.3%Worst dropSmaller wins−9.0%

17.1%VolatilityLower wins12.1%

0–5QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOLL · QUAL

5.0%V3.6%

3.9%LRCX2.7%

2.4%AMAT2.3%

3.6%KLAC2.1%

Held in common16.0%

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	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.83%	+2.3%	+15.0%	+16.9%	+21.9%	+11.5%	−9.0%	$49.1B
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	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.83%	+2.3%	+15.0%	+16.9%	+21.9%	+11.5%	−9.0%	$49.1B
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 QUAL

TOLL

Tema Durable Quality

[…]

QUAL

iShares MSCI USA Quality Factor

$17,248

MeasureTOLLQUAL

Fee0.55%0.15%

Cost on $10k a year$55$15

Yield0.28%0.83%

5 years, per year[…]+11.5%

3 years, per year+20.5%+21.9%

Worst drop · 1Y−11.3%−9.0%

Volatility · 1Y17.1%12.1%

5–0measures won
QUAL first

16.0%

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, QUAL

Today

16.0%most shared, TOLL and QUAL

TOLLQUAL

TOLL—16.0%

QUAL16.0%—

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

Income After Fees on $10,000

$68most kept, QUAL

QUAL$83 − $15 = $68

TOLL$28 − $55 = −$27

KeptFee

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