TOLL vs VUG

ATOLL

BVUG

Measures won2–3VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income0.43%VUG · $43 on $10k

Smallest drop−11.3%TOLL · worst fall in 1Y

Held in common12.1%TOLL and VUG

TOLL

VUG

Tema Durable Quality ETF · $61MVanguard Morningstar Growth ETF · $233B

+17.8%3 years · per year$16,333 · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

0.29%12-mo yield$29 · $43 on $10k0.43%

−11.3%Worst dropSmaller wins−15.1%

18.3%VolatilityLower wins19.0%

2–3VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOLL · VUG

3.0%AVGO4.3%

5.3%V1.6%

2.2%MA1.2%

1.1%AMD2.7%

Held in common12.1%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.29%	−6.2%	+9.0%	+11.3%	+17.8%	new	−11.3%	$61M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ATOLL	Tema Durable Quality ETFRead Desk	0.55%	0.29%	−6.2%	+9.0%	+11.3%	+17.8%	new	−11.3%	$61M

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 VUG

TOLL

Tema Durable Quality

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureTOLLVUG

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield0.29%0.43%

5 years, per year[…]+9.9%

3 years, per year+17.8%+22.8%

Worst drop · 1Y−11.3%−15.1%

Volatility · 1Y18.3%19.0%

3–2measures won
VUG first

12.1%

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, VUG, IWF

Today

78.0%most shared, VUG and IWF

TOLLVUGIWF

TOLL—12.1%12.4%

VUG12.1%—78.0%

IWF12.4%78.0%—

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

IWF$39 − $18 = $21

TOLL$29 − $55 = −$26

KeptFee

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