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VTI▼ −0.4%VOO▼ −0.5%IVV▼ −0.5%SPY▼ −0.5%VXUS▲ +0.3%QQQ▼ −1.4%VUG▼ −1.2%BND▼ −0.3%VEA▲ +0.2%VTV▲ +0.2%VO▲ +0.2%IEFA▲ +0.3%SPYM▼ −0.5%VGT▼ −2.7%VB▲ +0.6%VWO▲ +0.3%IEMG▲ +0.2%AGG▼ −0.2%GLD▲ +1.6%VIG▲ +0.2%XLK▼ −2.9%IJH▲ +0.8%BNDX▼ −0.1%SCHD▲ +0.3%IWF▼ −1.2%SGOV▼ −0.3%IJR▲ +0.8%QQQM▼ −1.4%VT▼ −0.1%RSP▲ +0.8%
iShares made investors more money ($344B). Tema had more funds that made money (100%).
This year, all their funds · Data as of Nov 3, 2026
Tale of the tape
TEMA LEADS4of 6 matchups called
- Win %
- Typical return
- US stocks
- Low-cost core
Tale of the tape YTD · lower fee wins
12Fundsin total482
6–0Made moneymade–lost, this year337–119
100%Win %funds that made money74%
$347MMoney madefor investors, this year$344B
+14.8%Typical returnmiddle fund, this year+6.4%
5Launchesnew funds in 202621
$3.8BAssetsmoney invested$4.62T
$0.61Fee per $100paid each year · lower wins$0.16
ISHARES LEADS2of 6 matchups called
- Money made
- Fee per $100
Who wins each category · share of its funds that made money · YTD
Tema 2 · iShares 0US stockssmall sample
100%2 of 2
◀96%73 of 76
$38MMADE$116B+14.8%TYPICAL+11.8%TOLL+14.8%BESTVLUE+42.5%Open 81 funds →Thematic—0 of 0
61%14 of 23
—MADE$17.7B—TYPICAL+7.8%—BESTSOXX+50.9%Open 29 funds →Low-cost coresmall sample100%1 of 1
◀100%8 of 8
$123MMADE$109B+13.9%TYPICAL+11.6%DSPY+13.9%BESTXOEF+16.8%Open 10 funds →Twin funds: iShares is cheaper in 2 of 2. Tema returned more in 2.
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
CHEAPER0 – 20 tieBETTER 1Y2 – 00 tieBETTER 5Y0 – 00 tie
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
This year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.