TNGY vs SCHD

ATNGY

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.54%TNGY · $454 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.4%TNGY and SCHD

TNGY

SCHD

Tortoise Capital Series Trust - Energy Fund · $523MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

4.54%12-mo yield$454 · $300 on $10k3.00%

−13.7%Worst dropSmaller wins−6.9%

20.5%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTNGY · SCHD

4.5%CVX4.0%

2.1%COP3.9%

2.9%OKE1.3%

3.7%DVN1.1%

Held in common8.4%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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 SCHD

TNGY

Tortoise Capital Series Trust - Energy Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureTNGYSCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield4.54%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−13.7%−6.9%

Volatility · 1Y20.5%11.7%

3–1measures won
SCHD first

8.4%

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, SCHD

Today

8.4%most shared, TNGY and SCHD

TNGYSCHD

TNGY—8.4%

SCHD8.4%—

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

Income After Fees on $10,000

$369most kept, TNGY

TNGY$454 − $85 = $369

SCHD$300 − $6 = $294

KeptFee

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