Compare · 2 funds side by side · dividends reinvested

TBLU and ACWI

TBLUTortoise×ACWIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,513ACWI · best of the two

02 / 04

TBLU and ACWI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI ACWI ETFInternational · Global0.32%1.42%+12.7%+13.5%+22.9%+10.6%−9.7%14.2%$32.2B1.1

Tortoise Global Water FundInternational · Global0.40%3.38%+4.5%+3.5%+15.4%+4.2%−13.3%15.8%$56M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: TBLU 2017 · ACWI 2008

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise Global Water Fund · $56M$12,274

TBLU

ACWI

iShares MSCI ACWI ETF · $32.2B$16,513

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

TBLUMeasureACWI

+4.5%Year to dateJan 1 → Nov 4+12.7%

+3.5%1 yearTotal return+13.5%

+15.4%3 years · per year$10,000 became $15,352 · $18,581+22.9%

+4.2%5 years · per year$10,000 became $12,274 · $16,513+10.6%

0.40%Expense ratio$40 · $32 a year on $10k · lower is better0.32%

3.38%Trailing 12-mo yield$338 · $142 a year on $10k1.42%

−13.3%Worst dropSmaller is better−9.7%

15.8%VolatilityLower is calmer14.2%

TBLUACWI Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7ACWI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TBLU vs ACWI: Top 5 Holdings

Today

TBLU

39.7%in top 5

ACWI

in top 517.3%

TBLUStockACWI

8.9%VLTOnot top 5

8.1%ECLnot top 5

7.8%FERGnot top 5

7.6%AWKnot top 5

7.3%VIE.PAnot top 5

not top 5AAPL4.8%

not top 5NVDA4.7%

not top 5MSFT3.6%

not top 5AMZN2.4%

not top 52330.TW1.7%

Held in common0.3%

End-of-day Nov 4, 2026 · share of each fund

TBLU vs ACWI Returns, Every Period

TortoiseTBLU

+4.2%

5 years, per year

ACWIiShares

+10.6%

5 years, per year

TBLUACWIFaded: behind in that period

0–4ACWI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TBLU vs ACWI

YTD

TortoiseTBLU

+4.5%

ACWIiShares

+12.7%

+4.5%Year to date+12.7%

−13.3%Worst drop · 1Y−9.7%

15.8%Volatility · 1Y14.2%

3.4%Yield1.4%

$56.0MAssets$32.2B

3–1ACWI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TBLU, ACWI

Today

0.32%lowest, ACWI

FundExpense ratioFee$10k

ACWI0.32%$32

TBLU0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TBLU, ACWI

3.38%highest, TBLU

FundTrailing yieldYield$10k

TBLU3.38%$338

ACWI1.42%$142

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$298most kept, TBLU

TBLU$338 − $40 = $298

ACWI$142 − $32 = $110

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TBLU, ACWI

Today

0.3%most shared, TBLU and ACWI

TBLUACWI

TBLU—0.3%

ACWI0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%ACWI, at 14.2% volatility

ACWIWorst drop−9.7%14.2% vol

TBLUWorst drop−13.3%15.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TBLUACWI

+4.5%Year to date+12.7%

3.4%Yield1.4%

+3.5%Past year+13.5%

0.40%Fee0.32%

3–1ACWI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026