TBLU vs VT

ATBLU

BVT

Measures won1–5VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · TBLU $12,088

Lowest cost0.06%VT · $6 on $10k

Most income3.37%TBLU · $337 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common0.3%TBLU and VT

TBLU

Tortoise Global Water Fund · $56MVanguard Total World Stock ETF · $81.8B

+13.7%3 years · per year$14,698 · $17,661+20.9%

+3.9%5 years · per year$12,088 · $15,957+9.8%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

3.37%12-mo yield$337 · $155 on $10k1.55%

−13.3%Worst dropSmaller wins−9.7%

16.1%VolatilityLower wins14.9%

1–5VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsTBLU · VT

8.0%ECL0.1%

7.6%FERG0.0%

7.8%AWK0.0%

6.6%XYL0.0%

Held in common0.3%

End-of-day Nov 9, 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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	ATBLU	Tortoise Global Water FundRead Desk		0.40%	3.37%	+2.6%	+4.8%	+3.2%	+13.7%	+3.9%	−13.3%	$56M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	ATBLU	Tortoise Global Water FundRead Desk		0.40%	3.37%	+2.6%	+4.8%	+3.2%	+13.7%	+3.9%	−13.3%	$56M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TBLU vs VT

TBLU

Tortoise Global Water Fund

$12,088

Vanguard Total World Stock

$15,957

MeasureTBLUVT

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield3.37%1.55%

5 years, per year+3.9%+9.8%

3 years, per year+13.7%+20.9%

Worst drop · 1Y−13.3%−9.7%

Volatility · 1Y16.1%14.9%

5–1measures won
VT first

0.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TBLU, VT

Today

0.3%most shared, TBLU and VT

TBLUVT

TBLU—0.3%

VT0.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$297most kept, TBLU

TBLU$337 − $40 = $297

VT$155 − $6 = $149

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee