TBLU vs IOO

ATBLU

BIOO

Measures won1–4IOO wins · of 6 · 5Y

$10,000 · 5Y$19,581IOO · TBLU $11,830

Lowest cost0.40%TBLU · $40 on $10k

Most income3.46%TBLU · $346 on $10k

Smallest drop−9.9%IOO · worst fall in 1Y

Held in common0.0%TBLU and IOO

TBLU

IOO

Tortoise Global Water Fund · $57MiShares Global 100 ETF · $8.9B

+13.7%3 years · per year$14,683 · $19,534+25.0%

+3.4%5 years · per year$11,830 · $19,581+14.4%

0.40%Expense ratio$40 · $40 on $10k · lower wins0.40%

3.46%12-mo yield$346 · $84 on $10k0.84%

−13.3%Worst dropSmaller wins−9.9%

15.9%VolatilityLower wins15.2%

1–4IOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsTBLU · IOO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIOO	iShares Global 100 ETFRead Desk		0.40%	0.84%	+0.1%	+9.7%	+11.5%	+25.0%	+14.4%	−9.9%	$8.9B
2	ATBLU	Tortoise Global Water FundRead Desk		0.40%	3.46%	−2.1%	+2.1%	−0.1%	+13.7%	+3.4%	−13.3%	$57M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIOO	iShares Global 100 ETFRead Desk		0.40%	0.84%	+0.1%	+9.7%	+11.5%	+25.0%	+14.4%	−9.9%	$8.9B
2	ATBLU	Tortoise Global Water FundRead Desk		0.40%	3.46%	−2.1%	+2.1%	−0.1%	+13.7%	+3.4%	−13.3%	$57M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TBLU vs IOO

TBLU

Tortoise Global Water Fund

$11,830

IOO

iShares Global 100

$19,581

MeasureTBLUIOO

Fee0.40%0.40%

Cost on $10k a year$40$40

Yield3.46%0.84%

5 years, per year+3.4%+14.4%

3 years, per year+13.7%+25.0%

Worst drop · 1Y−13.3%−9.9%

Volatility · 1Y15.9%15.2%

4–1measures won
IOO first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: TBLU, IOO

Today

0.0%most shared, TBLU and IOO

TBLUIOO

TBLU—0.0%

IOO0.0%—

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

Income After Fees on $10,000

$306most kept, TBLU

TBLU$346 − $40 = $306

IOO$84 − $40 = $44

KeptFee

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