TOLL vs MSTI
Comparison between Tema Monopolies and Oligopolies ETF (TOLL, ETF) and MADISON SHORT-TERM STRATEGIC INCOME ETF (MSTI, ETF).
TOLL vs MSTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TOLL
$49M
Winner
MSTI
$49M
Expense Ratio
TOLL
0.55%
Winner
MSTI
0.36%
Max Drawdown
TOLL
16.65%
Winner
MSTI
2.93%
Sharpe Ratio
Winner
TOLL
1.02
MSTI
0.18
5Y Beta
TOLL
0.90
Winner
MSTI
0.04
P/E Ratio
TOLL
38.98
MSTI
N/A
Forward P/E
TOLL
28.29
MSTI
N/A
PEG Ratio
TOLL
1.00
MSTI
N/A
5Y EPS CAGR
TOLL
21.21%
MSTI
N/A
Debt to Equity
TOLL
50.69%
MSTI
N/A
P/S Ratio
TOLL
2.60
MSTI
N/A
P/B Ratio
TOLL
7.14
MSTI
N/A
TOLL vs MSTI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TOLL
+4.66%
MSTI
+0.09%
3M
Winner
TOLL
+17.56%
MSTI
+0.55%
6M
Winner
TOLL
+14.02%
MSTI
+1.06%
1Y
Winner
TOLL
+19.47%
MSTI
+4.07%
Max(CAGR)
Winner
TOLL
+17.66%
MSTI
+5.82%
TOLL vs MSTI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | TOLL | MSTI |
|---|---|---|
| 2026 | +13.58% | +0.68% |
| 2025 | +12.05% | +6.12% |
| 2024 | +14.43% | +5.14% |
| 2023 | +15.37% | +4.14% |
TOLL vs MSTI Drawdown Comparison
The maximum drawdown for TOLL was -15.54%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The maximum drawdown for MSTI was -1.48%, occurring on Oct 19, 2023. Recovery took 37 trading sessions.
The current MSTI drawdown is -0.23%.
| Rank | TOLL | MSTI |
|---|---|---|
| #1 | -15.54% Feb 19, 2025 - May 16, 2025 | -1.48% Sep 13, 2023 - Nov 3, 2023 |
| #2 | -11.43% Jul 26, 2023 - Nov 20, 2023 | -1.32% Feb 20, 2026 - May 1, 2026 |
| #3 | -11.26% Jan 16, 2026 - May 5, 2026 | -1.22% Oct 2, 2024 - Jan 24, 2025 |
| #4 | -7.44% Mar 21, 2024 - May 15, 2024 | -1.07% Apr 3, 2025 - Apr 25, 2025 |
| #5 | -6.58% Oct 14, 2024 - Feb 19, 2025 | -1.07% Mar 27, 2024 - May 3, 2024 |
| #6 | -5.90% Jul 16, 2024 - Aug 21, 2024 | -0.97% Feb 1, 2024 - Mar 8, 2024 |
| #7 | -4.04% Oct 27, 2025 - Nov 28, 2025 | -0.81% May 1, 2026 - May 19, 2026 |
| #8 | -3.51% Aug 30, 2024 - Sep 16, 2024 | -0.67% Sep 23, 2025 - Oct 21, 2025 |
| #9 | -3.48% May 22, 2023 - Jun 14, 2023 | -0.65% Apr 30, 2025 - May 19, 2025 |
| #10 | -3.23% Jun 3, 2026 - Jun 12, 2026 | -0.62% Dec 27, 2023 - Jan 11, 2024 |
| #11 | -3.19% May 20, 2024 - Jul 10, 2024 | -0.56% Jan 12, 2024 - Feb 1, 2024 |
| #12 | -3.05% Jul 25, 2025 - Oct 3, 2025 | -0.49% Mar 11, 2024 - Mar 27, 2024 |
| #13 | -3.03% May 19, 2025 - Jun 30, 2025 | -0.49% May 19, 2025 - May 29, 2025 |
| #14 | -2.97% May 14, 2026 - May 26, 2026 | -0.46% Feb 4, 2025 - Feb 21, 2025 |
| #15 | -2.84% Dec 28, 2023 - Jan 18, 2024 | -0.41% Jul 22, 2025 - Aug 1, 2025 |
Correlation
Correlation between TOLL and MSTI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2023 - 2026)
TOLL vs MSTI dividend yield comparison.
| Year | TOLL | MSTI |
|---|---|---|
| 2026 | 0.00% | 1.79% |
| 2025 | 0.32% | 5.40% |
| 2024 | 1.99% | 5.48% |
| 2023 | 0.36% | 1.55% |
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