TOLL vs SPY

ATOLL

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common9.4%TOLL and SPY

TOLL

SPY

Tema Durable Quality ETF · $61MState Street SPDR S&P 500 ETF · $798B

+20.5%3 years · per year$17,511 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

0.28%12-mo yield$28 · $99 on $10k0.99%

−11.3%Worst dropSmaller wins−8.9%

17.1%VolatilityLower wins12.9%

0–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOLL · SPY

3.0%AVGO2.4%

1.1%AMD1.2%

5.0%V1.1%

2.1%MA0.8%

Held in common9.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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 SPY

TOLL

Tema Durable Quality

[…]

SPY

SPDR S&P 500

$18,060

MeasureTOLLSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield0.28%0.99%

5 years, per year[…]+12.6%

3 years, per year+20.5%+24.1%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y17.1%12.9%

5–0measures won
SPY first

9.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: TOLL, SPY

Today

9.4%most shared, TOLL and SPY

TOLLSPY

TOLL—9.4%

SPY9.4%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

TOLL$28 − $55 = −$27

KeptFee

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