TBLU vs ACWI5YTBLUTBLUAvsBACWIACWITortoise Global Water Fund · $57MiShares MSCI ACWI ETF · $32.5BReturns · dividends in+13.0%3 years · per year$14,431 · $17,531+20.6%+3.3%5 years · per year$11,741 · $15,987+9.8%Cost and income0.40%Expense ratio$40 · $32 on $10k · lower wins0.32%3.41%
Overlap: TBLU, ACWI, VEAToday25.4%most shared, ACWI and VEATBLUACWIVEATBLU—0.3%0.3%ACWI0.3%—25.4%VEA0.3%25.4%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
TBLU vs ACWI5YATBLUTortoise Global Water Fund$11,741vsACWIBiShares MSCI ACWI$15,987$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BACWIiShares MSCI ACWI ETFReadDesk0.32%1.43%−0.6%+11.3%+11.9%+20.6%+9.8%−9.7%$32.5B2VEAVanguard FTSE Developed Markets ETFReadDesk0.03%2.45%−0.7%+12.2%+15.5%+20.2%+8.9%−11.6%$231.6B3ATBLUTortoise Global Water FundReadDesk0.40%3.41%−0.6%+3.6%+1.2%+13.0%+3.3%−13.3%$57MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BACWIiShares MSCI ACWI ETFReadDesk0.32%1.43%−0.6%+11.3%+11.9%+20.6%+9.8%−9.7%$32.5B2VEAVanguard FTSE Developed Markets ETFReadDesk0.03%2.45%−0.7%+12.2%+15.5%+20.2%+8.9%−11.6%$231.6B3ATBLUTortoise Global Water FundReadDesk0.40%3.41%−0.6%+3.6%+1.2%+13.0%+3.3%−13.3%$57MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VEA vs IEFAYTDVanguardVEAVA+12.2%vsBiSIEFAiShares+9.9%Jan 1Nov 12+12.2%+9.9%+12.2%Year to date+9.9%2.5%Yield3.4%$232BAssets$192B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: TBLU, ACWI, VEAToday25.4%most shared, ACWI and VEATBLUACWIVEATBLU—0.3%0.3%ACWI0.3%—25.4%VEA0.3%25.4%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$301most kept, TBLUTBLU$341 − $40 = $301VEA$245 − $3 = $242ACWI$143 − $32 = $111KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee