TNGY vs FTHI

ATNGY

BFTHI

Measures won0–4FTHI wins · of 6 · 5Y

$10,000 · 5Y$15,807FTHI

Lowest cost0.75%FTHI · $75 on $10k

Most income9.35%FTHI · $935 on $10k

Smallest drop−5.5%FTHI · worst fall in 1Y

Held in common2.3%TNGY and FTHI

TNGY

FTHI

Tortoise Capital Series Trust - Energy Fund · $523MFirst Trust BuyWrite Income ETF · $2.6B

[…]3 years · per year[…] · $14,669+13.6%

[…]5 years · per year[…] · $15,807+9.6%

0.85%Expense ratio$85 · $75 on $10k · lower wins0.75%

4.54%12-mo yield$454 · $935 on $10k9.35%

−13.7%Worst dropSmaller wins−5.5%

20.5%VolatilityLower wins10.2%

0–4FTHI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTNGY · FTHI

5.5%XOM1.2%

4.5%CVX0.6%

1.0%DTM0.3%

0.7%MYRG0.2%

Held in common2.3%

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	BFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.35%	+0.4%	+3.1%	+4.2%	+13.6%	+9.6%	−5.5%	$2.6B
2	ATNGY	Tortoise Capital Series Trust - Energy FundRead Desk		0.85%	4.54%	+0.5%	+17.8%	+19.2%	new	new	−13.7%	$523M

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	BFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.35%	+0.4%	+3.1%	+4.2%	+13.6%	+9.6%	−5.5%	$2.6B
2	ATNGY	Tortoise Capital Series Trust - Energy FundRead Desk		0.85%	4.54%	+0.5%	+17.8%	+19.2%	new	new	−13.7%	$523M

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

TNGY vs FTHI

TNGY

Tortoise Capital Series Trust - Energy Fund

[…]

FTHI

First Trust BuyWrite Income

$15,807

MeasureTNGYFTHI

Fee0.85%0.75%

Cost on $10k a year$85$75

Yield4.54%9.35%

5 years, per year[…]+9.6%

3 years, per year[…]+13.6%

Worst drop · 1Y−13.7%−5.5%

Volatility · 1Y20.5%10.2%

4–0measures won
FTHI first

2.3%

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: TNGY, FTHI

Today

2.3%most shared, TNGY and FTHI

TNGYFTHI

TNGY—2.3%

FTHI2.3%—

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

Income After Fees on $10,000

$860most kept, FTHI

FTHI$935 − $75 = $860

TNGY$454 − $85 = $369

KeptFee

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