TNGY vs QYLD

ATNGY

BQYLD

Measures won0–4QYLD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · QYLD $14,506

Lowest cost0.06%SCHD · $6 on $10k

Most income12.04%QYLD · $1,205 on $10k

Smallest drop−5.7%QYLD · worst fall in 1Y

Held in common0.7%TNGY and QYLD

TNGY

QYLD

Tortoise Capital Series Trust - Energy Fund · $567MGlobal X - Nasdaq 100 Covered Call ETF · $8.1B

[…]3 years · per year[…] · $15,629+16.0%

[…]5 years · per year[…] · $14,506+7.7%

0.85%Expense ratio$85 · $60 on $10k · lower wins0.60%

4.16%12-mo yield$416 · $1,205 on $10k12.04%

−9.8%Worst dropSmaller wins−5.7%

19.4%VolatilityLower wins11.8%

0–4QYLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTNGY · QYLD

3.8%CEG0.4%

7.4%FANG0.3%

Held in common0.7%

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	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
2	BQYLD	Global X - Nasdaq 100 Covered Call ETFRead Desk	0.60%	12.04%	+0.6%	+11.1%	+14.9%	+16.0%	+7.7%	−5.7%	$8.1B
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	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
2	BQYLD	Global X - Nasdaq 100 Covered Call ETFRead Desk	0.60%	12.04%	+0.6%	+11.1%	+14.9%	+16.0%	+7.7%	−5.7%	$8.1B
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 QYLD

TNGY

Tortoise Capital Series Trust - Energy Fund

[…]

QYLD

Global X - Nasdaq 100 Covered Call

$14,506

MeasureTNGYQYLD

Fee0.85%0.60%

Cost on $10k a year$85$60

Yield4.16%12.04%

5 years, per year[…]+7.7%

3 years, per year[…]+16.0%

Worst drop · 1Y−9.8%−5.7%

Volatility · 1Y19.4%11.8%

4–0measures won
QYLD first

0.7%

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, QYLD, SCHD

Today

8.8%most shared, TNGY and SCHD

TNGYQYLDSCHD

TNGY—0.7%8.8%

QYLD0.7%—5.3%

SCHD8.8%5.3%—

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

Income After Fees on $10,000

$1,145most kept, QYLD

QYLD$1,205 − $60 = $1,145

TNGY$416 − $85 = $331

SCHD$297 − $6 = $291

KeptFee

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