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AAUM vs TOLL

Tema Alternative Asset Managers vs Tema Durable Quality ETF

AAUM

Tema Alternative Asset Managers

Tema Global Limited

Annual cost

0.75%

Fund size

$2M

TOLL

Tema Durable Quality ETF

Tema Global Limited

Annual cost

0.55%

Fund size

$49M

Key differences

  • TOLL costs 0.20% less per year.
  • TOLL is significantly larger than AAUM — larger funds tend to be more liquid and less likely to close.
  • AAUM is classified as alternative, while TOLL is equity — different risk/return profiles.
  • AAUM follows a multi strategy strategy; TOLL uses index tracking.

Side-by-side comparison

AAUMTOLL
Annual cost (TER)0.75%0.55%
Fund size (AUM)$2M$49M
Since20252023
Dividend yield0.27%
Asset classalternativeequity
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1YN/A+19.6%
CAGR 3YN/A+16.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.82
Volatility 1Y14.30%
Max drawdown-28.24%-15.54%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AAUM and TOLL