TOLL vs SPY

ATOLL

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common9.1%TOLL and SPY

TOLL

SPY

Tema Durable Quality ETF · $34MState Street SPDR S&P 500 ETF · $778B

+18.3%3 years · per year$16,561 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

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

0.28%12-mo yield$28 · $101 on $10k1.01%

−11.3%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.7%

0–5SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTOLL · SPY

2.8%AVGO2.2%

4.2%V1.1%

1.1%AMD1.2%

2.0%MA0.8%

Held in common9.1%

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 Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.28%	+3.7%	+14.3%	+17.0%	+18.3%	new	−11.3%	$34M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.28%	+3.7%	+14.3%	+17.0%	+18.3%	new	−11.3%	$34M

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 SPY

TOLL

Tema Durable Quality

[…]

SPY

SPDR S&P 500

$17,493

MeasureTOLLSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield0.28%1.01%

5 years, per year[…]+11.8%

3 years, per year+18.3%+21.9%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y18.6%13.7%

5–0measures won
SPY first

9.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

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

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

Overlap: TOLL, SPY, IVV, VOO

Today

99.9%most shared, SPY and IVV

TOLLSPYIVVVOO

TOLL—9.1%9.1%9.5%

SPY9.1%—99.9%92.7%

IVV9.1%99.9%—92.7%

VOO9.5%92.7%92.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

TOLL$28 − $55 = −$27

KeptFee

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