TOLL vs VUG

ATOLL

BVUG

Measures won2–3VUG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SCHD $16,459

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 common11.9%TOLL and VUG

TOLL

VUG

Tema Durable Quality ETF · $34MVanguard Morningstar Growth ETF · $233B

+18.3%3 years · per year$16,561 · $18,569+22.9%

[…]5 years · per year[…] · $16,565+10.6%

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

0.28%12-mo yield$28 · $41 on $10k0.41%

−11.3%Worst dropSmaller wins−15.1%

18.6%VolatilityLower wins19.1%

2–3VUG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTOLL · VUG

2.8%AVGO4.3%

4.2%V1.6%

2.0%MA1.2%

3.6%LRCX1.1%

Held in common11.9%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
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 VUG

TOLL

Tema Durable Quality

[…]

VUG

Vanguard Morningstar Growth

$16,565

MeasureTOLLVUG

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield0.28%0.41%

5 years, per year[…]+10.6%

3 years, per year+18.3%+22.9%

Worst drop · 1Y−11.3%−15.1%

Volatility · 1Y18.6%19.1%

3–2measures won
VUG first

11.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

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, VUG, SCHD, IWF

Today

78.1%most shared, VUG and IWF

TOLLVUGSCHDIWF

TOLL—11.9%0.0%12.1%

VUG11.9%—0.8%78.1%

SCHD0.0%0.8%—3.6%

IWF12.1%78.1%3.6%—

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

VUG$41 − $3 = $38

IWF$38 − $18 = $20

TOLL$28 − $55 = −$27

KeptFee

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