Compare · 2 funds side by side · dividends reinvested

TBLU and VIG

TBLUTortoise×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

TBLU and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.1

Tortoise Global Water FundInternational · Global0.40%3.39%+4.4%+3.4%+14.8%+3.8%−13.3%15.8%$58M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: TBLU 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise Global Water Fund · $58M$12,063

TBLU

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

TBLUMeasureVIG

+4.4%Year to dateJan 1 → Nov 5+12.5%

+3.4%1 yearTotal return+15.2%

+14.8%3 years · per year$10,000 became $15,111 · $16,814+18.9%

+3.8%5 years · per year$10,000 became $12,063 · $16,331+10.3%

0.40%Expense ratio$40 · $4 a year on $10k · lower is better0.04%

3.39%Trailing 12-mo yield$339 · $149 a year on $10k1.49%

−13.3%Worst dropSmaller is better−7.9%

15.8%VolatilityLower is calmer10.8%

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

1–7VIG wins

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

More Ways to See the Pairs

TBLU vs VIG: Top 5 Holdings

Today

TBLU

39.7%in top 5

VIG

in top 522.1%

TBLUStockVIG

8.8%VLTOnot top 5

8.2%ECLnot top 5

7.9%FERGnot top 5

7.6%AWKnot top 5

7.3%VIE.PAnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common1.1%

End-of-day Nov 5, 2026 · share of each fund

TBLU vs VIG Returns, Every Period

TortoiseTBLU

+3.8%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

TBLUVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Income: TBLU vs VIG

YTD

TortoiseTBLU

+4.4%

VIGVanguard

+12.5%

+4.4%Year to date+12.5%

−13.3%Worst drop · 1Y−7.9%

15.8%Volatility · 1Y10.8%

3.4%Yield1.5%

$57.5MAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TBLU, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

TBLU0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TBLU, VIG

3.39%highest, TBLU

FundTrailing yieldYield$10k

TBLU3.39%$339

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$299most kept, TBLU

TBLU$339 − $40 = $299

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TBLU, VIG

Today

1.1%most shared, TBLU and VIG

TBLUVIG

TBLU—1.1%

VIG1.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

TBLUWorst drop−13.3%15.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

TBLUVIG

+4.4%Year to date+12.5%

3.4%Yield1.5%

+3.4%Past year+15.2%

0.40%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026