TNGY vs DIVO

ATNGY

BDIVO

Measures won0–4DIVO wins · of 6 · 5Y

$10,000 · 5Y$16,480DIVO · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income6.42%DIVO · $642 on $10k

Smallest drop−6.0%DIVO · worst fall in 1Y

Held in common5.8%TNGY and DIVO

TNGY

DIVO

Tortoise Capital Series Trust - Energy Fund · $567MAmplify CWP Enhanced Dividend Income ETF · $8.0B

[…]3 years · per year[…] · $16,452+18.1%

[…]5 years · per year[…] · $16,480+10.5%

0.85%Expense ratio$85 · $56 on $10k · lower wins0.56%

4.16%12-mo yield$416 · $642 on $10k6.42%

−9.8%Worst dropSmaller wins−6.0%

19.4%VolatilityLower wins9.4%

0–4DIVO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTNGY · DIVO

8.3%CVX4.0%

9.1%MPC1.9%

Held in common5.8%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDIVO	Amplify CWP Enhanced Dividend Income ETFRead Desk	0.56%	6.42%	−0.4%	+10.3%	+12.1%	+18.1%	+10.5%	−6.0%	$8.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	ATNGY	Tortoise Capital Series Trust - Energy FundRead Desk	0.85%	4.16%	−0.9%	+28.6%	+32.2%	new	new	−9.8%	$567M

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

All Three

5Y3 funds

#
1	BDIVO	Amplify CWP Enhanced Dividend Income ETFRead Desk	0.56%	6.42%	−0.4%	+10.3%	+12.1%	+18.1%	+10.5%	−6.0%	$8.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	ATNGY	Tortoise Capital Series Trust - Energy FundRead Desk	0.85%	4.16%	−0.9%	+28.6%	+32.2%	new	new	−9.8%	$567M

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

Cards for this view

TNGY vs DIVO

TNGY

Tortoise Capital Series Trust - Energy Fund

[…]

DIVO

Amplify CWP Enhanced Dividend Income

$16,480

MeasureTNGYDIVO

Fee0.85%0.56%

Cost on $10k a year$85$56

Yield4.16%6.42%

5 years, per year[…]+10.5%

3 years, per year[…]+18.1%

Worst drop · 1Y−9.8%−6.0%

Volatility · 1Y19.4%9.4%

4–0measures won
DIVO first

5.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: TNGY, DIVO, SCHD

Today

18.7%most shared, DIVO and SCHD

TNGYDIVOSCHD

TNGY—5.8%8.8%

DIVO5.8%—18.7%

SCHD8.8%18.7%—

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

Income After Fees on $10,000

$586most kept, DIVO

DIVO$642 − $56 = $586

TNGY$416 − $85 = $331

SCHD$297 − $6 = $291

KeptFee

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