Compare · 3 funds side by side · dividends reinvested

TNGY, DIVO and SCHD

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

02 / 04

TNGY, DIVO 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%$120B1.5

Amplify CWP Enhanced Dividend Income ETFIncome · Covered calls0.56%6.49%+9.0%+11.2%+16.9%+10.2%−6.0%9.9%$7.9B1.9

Tortoise Capital Series Trust - Energy FundIncome · Covered calls0.85%4.54%+17.8%+19.2%[…][…]−13.7%20.5%$523M2.5

Rank among the three1st → 3rdFee, 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: TNGY 2025 · DIVO 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise Capital Series Trust - Energy Fund · $523M[…]

TNGY

DIVO

Amplify CWP Enhanced Dividend Income ETF · $7.9B$16,252

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

TNGYMeasureDIVO

+17.8%Year to dateJan 1 → Nov 6+9.0%

+19.2%1 yearTotal return+11.2%

[…]3 years · per year$10,000 became […] · $15,968+16.9%

[…]5 years · per year$10,000 became […] · $16,252+10.2%

0.85%Expense ratio$85 · $56 a year on $10k · lower is better0.56%

4.54%Trailing 12-mo yield$454 · $649 a year on $10k6.49%

−13.7%Worst dropSmaller is better−6.0%

20.5%VolatilityLower is calmer9.9%

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

2–4DIVO wins

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

More Ways to See the Pairs

TNGY vs DIVO: Top 5 Holdings

Today

TNGY

41.9%in top 5

DIVO

in top 528.1%

TNGYStockDIVO

8.8%MPCnot top 5

8.5%VLOnot top 5

8.3%LNGnot top 5

8.3%TRGPnot top 5

8.0%OXYnot top 5

not top 5MSFT6.1%

not top 5AMGN5.7%

not top 5V5.6%

not top 5AGPXX5.5%

not top 5AAPL5.1%

Held in common5.4%

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

TNGY vs DIVO Returns, Every Period

TortoiseTNGY

+19.2%

past year

DIVOAmplify

+11.2%

past year

TNGYDIVOFaded: behind in that period

2–0TNGY wins

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

TNGY vs DIVO

YTD

TortoiseTNGY

+17.8%

DIVOAmplify

+9.0%

+17.8%Year to date+9.0%

−13.7%Worst drop · 1Y−6.0%

20.5%Volatility · 1Y9.9%

4.5%Yield6.5%

$523MAssets$7.9B

3–1DIVO wins

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

Cost, Income and Risk

Fees: TNGY, DIVO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DIVO0.56%$56

TNGY0.85%$85

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

Yields: TNGY, DIVO, SCHD

6.49%highest, DIVO

FundTrailing yieldYield$10k

DIVO6.49%$649

TNGY4.54%$454

SCHD3.00%$300

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

Income After Fees on $10,000

$593most kept, DIVO

DIVO$649 − $56 = $593

TNGY$454 − $85 = $369

SCHD$300 − $6 = $294

KeptFee

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

Overlap: TNGY, DIVO, SCHD

Today

18.5%most shared, DIVO and SCHD

TNGYDIVOSCHD

TNGY—5.4%8.4%

DIVO5.4%—18.5%

SCHD8.4%18.5%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

DIVOWorst drop−6.0%9.9% vol

SCHDWorst drop−6.9%11.7% vol

TNGYWorst drop−13.7%20.5% vol

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

Paid More vs Made More

YTD

DIVOSCHD

+9.0%Year to date+31.4%

6.5%Yield3.0%

+11.2%Past year+37.0%

0.56%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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