Compare · 2 funds side by side · dividends reinvested

TNGY and FTHI

TNGYTortoise×FTHIFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,018FTHI · best of the two

02 / 04

TNGY and FTHI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.11%+5.8%+6.7%+15.6%+9.9%−5.5%9.5%$2.5B1.3

Tortoise Capital Series Trust - Energy FundIncome · Covered calls0.85%4.16%+28.6%+32.2%[…][…]−9.8%19.4%$567M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: TNGY 2025 · FTHI 2014

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise Capital Series Trust - Energy Fund · $567M[…]

TNGY

FTHI

First Trust BuyWrite Income ETF · $2.5B$16,018

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

TNGYMeasureFTHI

+28.6%Year to dateJan 1 → Nov 3+5.8%

+32.2%1 yearTotal return+6.7%

[…]3 years · per year$10,000 became […] · $15,432+15.6%

[…]5 years · per year$10,000 became […] · $16,018+9.9%

0.85%Expense ratio$85 · $75 a year on $10k · lower is better0.75%

4.16%Trailing 12-mo yield$416 · $911 a year on $10k9.11%

−9.8%Worst dropSmaller is better−5.5%

19.4%VolatilityLower is calmer9.5%

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

2–4FTHI wins

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

More Ways to See the Pairs

TNGY vs FTHI: Top 5 Holdings

Today

TNGY

42.4%in top 5

FTHI

in top 522.9%

TNGYStockFTHI

9.1%MPCnot top 5

8.4%LNGnot top 5

8.4%VLOnot top 5

8.3%CVXnot top 5

8.2%TRGPnot top 5

not top 5AAPL8.1%

not top 5NVDA6.5%

not top 5MSFT3.2%

not top 5JPM2.6%

not top 5AMZN2.5%

Held in common2.5%

End-of-day Nov 3, 2026 · share of each fund

TNGY vs FTHI Returns, Every Period

TortoiseTNGY

+32.2%

past year

FTHIFirst Trust

+6.7%

past year

TNGYFTHIFaded: behind in that period

2–0TNGY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

TNGY vs FTHI

YTD

TortoiseTNGY

+28.6%

FTHIFirst Trust

+5.8%

+28.6%Year to date+5.8%

−9.8%Worst drop · 1Y−5.5%

19.4%Volatility · 1Y9.5%

4.2%Yield9.1%

$567MAssets$2.5B

3–1FTHI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TNGY, FTHI

Today

0.75%lowest, FTHI

FundExpense ratioFee$10k

FTHI0.75%$75

TNGY0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TNGY, FTHI

9.11%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.11%$911

TNGY4.16%$416

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$836most kept, FTHI

FTHI$911 − $75 = $836

TNGY$416 − $85 = $331

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TNGY, FTHI

Today

2.5%most shared, TNGY and FTHI

TNGYFTHI

TNGY—2.5%

FTHI2.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.2%TNGY, at 19.4% volatility

FTHIWorst drop−5.5%9.5% vol

TNGYWorst drop−9.8%19.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FTHITNGY

+5.8%Year to date+28.6%

9.1%Yield4.2%

+6.7%Past year+32.2%

0.75%Fee0.85%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026