TOLL vs VIG

ATOLL

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common12.9%TOLL and VIG

TOLL

VIG

Tema Durable Quality ETF · $34MVanguard Dividend Appreciation ETF · $109B

+18.3%3 years · per year$16,561 · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.55%Expense ratio$55 · $4 on $10k · lower wins0.04%

0.28%12-mo yield$28 · $146 on $10k1.46%

−11.3%Worst dropSmaller wins−7.9%

18.6%VolatilityLower wins11.0%

0–5VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTOLL · VIG

2.8%AVGO4.3%

4.2%V2.5%

2.0%MA2.0%

3.6%LRCX1.8%

Held in common12.9%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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 VIG

TOLL

Tema Durable Quality

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureTOLLVIG

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield0.28%1.46%

5 years, per year[…]+10.7%

3 years, per year+18.3%+18.8%

Worst drop · 1Y−11.3%−7.9%

Volatility · 1Y18.6%11.0%

5–0measures won
VIG first

12.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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, VIG, VUG, SCHD

Today

26.4%most shared, VIG and VUG

TOLLVIGVUGSCHD

TOLL—12.9%11.9%0.0%

VIG12.9%—26.4%14.5%

VUG11.9%26.4%—0.8%

SCHD0.0%14.5%0.8%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

VUG$41 − $3 = $38

TOLL$28 − $55 = −$27

KeptFee

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