FEVR vs TOLL

FEVR vs TOLL

Which is better, FEVR or TOLL?

TOLL has been ahead.

TOLL led over 1Y and the full window.

Higher Returns: TOLL

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFEVRTOLL
Expense Ratio-0.55%
AUM$4M$47M
Dividend Yield2.00%0.24%
Holdings3737
Volatility (annualized)22.8%15.3%Best
Max Drawdown-35.4%-15.5%Best
Fund FamilyInspire ETFsTema Global Limited
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionDec 7, 2020May 11, 2023

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 1426 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FEVR has data through Nov 18, 2022 and TOLL through Oct 14, 2026.

Compare FEVR against instead:FEVR vs SPYFEVR vs QQQFEVR vs VOOFEVR vs VTITOLL against:TOLL vs VXUS

Risk: Volatility and Drawdowns

FEVR has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 15.3% for TOLL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -35.4% for FEVR and -15.5% for TOLL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

You are not choosing between two funds in isolation.

Whichever of FEVR and TOLL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FEVRTOLL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is riskier, FEVR or TOLL?

FEVR has been the more volatile fund at 22.8% annualized versus 15.3% for TOLL. Worst drawdown: FEVR -35.4% vs TOLL -15.5%.

Which pays a higher dividend, FEVR or TOLL?

FEVR yields 2.00% while TOLL yields 0.24%, so FEVR currently pays the higher dividend yield.

Is TOLL better than FEVR?

TOLL led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.