Compare · 3 funds side by side · dividends reinvested

TNGY, QYLD and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,352SCHD · best of the three

02 / 04

TNGY, QYLD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.4

Global X - Nasdaq 100 Covered Call ETFIncome · Covered calls0.60%12.04%+11.1%+14.9%+16.0%+7.7%−5.7%11.8%$8.1B2.0

Tortoise Capital Series Trust - Energy FundIncome · Covered calls0.85%4.16%+28.6%+32.2%[…][…]−9.8%19.4%$567M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: TNGY 2025 · QYLD 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

TNGY

QYLD

Global X - Nasdaq 100 Covered Call ETF · $8.1B$14,506

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

TNGYMeasureQYLD

+28.6%Year to dateJan 1 → Nov 3+11.1%

+32.2%1 yearTotal return+14.9%

[…]3 years · per year$10,000 became […] · $15,629+16.0%

[…]5 years · per year$10,000 became […] · $14,506+7.7%

0.85%Expense ratio$85 · $60 a year on $10k · lower is better0.60%

4.16%Trailing 12-mo yield$416 · $1,205 a year on $10k12.04%

−9.8%Worst dropSmaller is better−5.7%

19.4%VolatilityLower is calmer11.8%

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

2–4QYLD 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 QYLD: Top 5 Holdings

Today

TNGY

42.4%in top 5

QYLD

in top 531.4%

TNGYStockQYLD

9.1%MPCnot top 5

8.4%LNGnot top 5

8.4%VLOnot top 5

8.3%CVXnot top 5

not top 5AAPL8.2%

8.2%TRGPnot top 5

not top 5NVDA8.1%

not top 5MSFT6.3%

not top 5MU4.5%

not top 5AMZN4.2%

Held in common0.7%

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

TNGY vs QYLD Returns, Every Period

TortoiseTNGY

+32.2%

past year

QYLDGlobal X

+14.9%

past year

TNGYQYLDFaded: behind in that period

2–0TNGY wins

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

TNGY vs QYLD

YTD

TortoiseTNGY

+28.6%

QYLDGlobal X

+11.1%

+28.6%Year to date+11.1%

−9.8%Worst drop · 1Y−5.7%

19.4%Volatility · 1Y11.8%

4.2%Yield12.0%

$567MAssets$8.1B

3–1QYLD wins

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

Cost, Income and Risk

Fees: TNGY, QYLD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QYLD0.60%$60

TNGY0.85%$85

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

Yields: TNGY, QYLD, SCHD

12.04%highest, QYLD

FundTrailing yieldYield$10k

QYLD12.04%$1,205

TNGY4.16%$416

SCHD2.97%$297

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

Income After Fees on $10,000

$1,145most kept, QYLD

QYLD$1,205 − $60 = $1,145

TNGY$416 − $85 = $331

SCHD$297 − $6 = $291

KeptFee

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

Overlap: TNGY, QYLD, SCHD

Today

8.8%most shared, TNGY and SCHD

TNGYQYLDSCHD

TNGY—0.7%8.8%

QYLD0.7%—5.3%

SCHD8.8%5.3%—

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

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

QYLDWorst drop−5.7%11.8% 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

QYLDSCHD

+11.1%Year to date+32.8%

12.0%Yield3.0%

+14.9%Past year+37.6%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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