TBLU vs VOO

ATBLU

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · TBLU $11,830

Lowest cost0.03%VOO · $3 on $10k

Most income3.46%TBLU · $346 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.3%TBLU and VOO

TBLU

VOO

Tortoise Global Water Fund · $57MVanguard S&P 500 ETF · $1.00T

+13.7%3 years · per year$14,683 · $18,079+21.8%

+3.4%5 years · per year$11,830 · $17,177+11.4%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

3.46%12-mo yield$346 · $110 on $10k1.10%

−13.3%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsTBLU · VOO

8.1%ECL0.1%

7.6%FERG0.1%

7.8%AWK0.0%

6.7%XYL0.0%

Held in common0.3%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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 VOO

TBLU

Tortoise Global Water Fund

$11,830

VOO

Vanguard S&P 500

$17,177

MeasureTBLUVOO

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield3.46%1.10%

5 years, per year+3.4%+11.4%

3 years, per year+13.7%+21.8%

Worst drop · 1Y−13.3%−8.9%

Volatility · 1Y15.9%13.5%

5–1measures won
VOO first

0.3%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: TBLU, VOO

Today

0.3%most shared, TBLU and VOO

TBLUVOO

TBLU—0.3%

VOO0.3%—

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

VOO$110 − $3 = $107

KeptFee

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