TOLL vs SRHQ

ATOLL

BSRHQ

Measures won0–5SRHQ wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.68%SRHQ · $68 on $10k

Smallest drop−7.5%SRHQ · worst fall in 1Y

Held in common2.8%TOLL and SRHQ

TOLL

SRHQ

Tema Durable Quality ETF · $61MSRH U.S. Quality GARP ETF · $234M

+17.8%3 years · per year$16,333 · $18,715+23.2%

[…]5 years · per year[…]

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

0.29%12-mo yield$29 · $68 on $10k0.68%

−11.3%Worst dropSmaller wins−7.5%

18.3%VolatilityLower wins14.9%

0–5SRHQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOLL · SRHQ

1.9%ELV1.5%

3.5%CBOE1.3%

Held in common2.8%

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.29%	−6.2%	+9.0%	+11.3%	+17.8%	new	−11.3%	$61M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	−1.5%	+28.7%	+32.9%	+23.2%	new	−7.5%	$234M

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.29%	−6.2%	+9.0%	+11.3%	+17.8%	new	−11.3%	$61M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	−1.5%	+28.7%	+32.9%	+23.2%	new	−7.5%	$234M

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

Cards for this view

TOLL vs SRHQ

TOLL

Tema Durable Quality

[…]

SRHQ

SRH U.S. Quality GARP

[…]

MeasureTOLLSRHQ

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.29%0.68%

5 years, per year[…][…]

3 years, per year+17.8%+23.2%

Worst drop · 1Y−11.3%−7.5%

Volatility · 1Y18.3%14.9%

5–0measures won
SRHQ first

2.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TOLL, SRHQ, VUG

Today

12.1%most shared, TOLL and VUG

TOLLSRHQVUG

TOLL—2.8%12.1%

SRHQ2.8%—0.2%

VUG12.1%0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

SRHQ$68 − $35 = $33

TOLL$29 − $55 = −$26

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee