Compare · 2 funds side by side · dividends reinvested

TBLU and SCHD

TBLUTortoise×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

TBLU and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

Tortoise Global Water FundInternational · Global0.40%3.46%+2.1%−0.1%+13.7%+3.4%−13.3%15.9%$57M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: TBLU 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise Global Water Fund · $57M$11,830

TBLU

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TBLUMeasureSCHD

+2.1%Year to dateJan 1 → Nov 6+31.4%

−0.1%1 yearTotal return+37.0%

+13.7%3 years · per year$10,000 became $14,683 · $17,266+20.0%

+3.4%5 years · per year$10,000 became $11,830 · $16,267+10.2%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

3.46%Trailing 12-mo yield$346 · $300 a year on $10k3.00%

−13.3%Worst dropSmaller is better−6.9%

15.9%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TBLU vs SCHD: Top 5 Holdings

Today

TBLU

39.7%in top 5

SCHD

in top 521.4%

TBLUStockSCHD

8.8%VLTOnot top 5

8.1%ECLnot top 5

7.8%AWKnot top 5

7.6%FERGnot top 5

7.4%VIE.PAnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

TBLU vs SCHD Returns, Every Period

TortoiseTBLU

+3.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

TBLUSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Income: TBLU vs SCHD

YTD

TortoiseTBLU

+2.1%

SCHDSchwab

+31.4%

+2.1%Year to date+31.4%

−13.3%Worst drop · 1Y−6.9%

15.9%Volatility · 1Y11.7%

3.5%Yield3.0%

$57.2MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TBLU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

TBLU0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TBLU, SCHD

3.46%highest, TBLU

FundTrailing yieldYield$10k

TBLU3.46%$346

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$306most kept, TBLU

TBLU$346 − $40 = $306

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TBLU, SCHD

Today

0.0%most shared, TBLU and SCHD

TBLUSCHD

TBLU—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

TBLUWorst drop−13.3%15.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

TBLUSCHD

+2.1%Year to date+31.4%

3.5%Yield3.0%

−0.1%Past year+37.0%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026