TNGY vs SCHD

ATNGY

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income4.16%TNGY · $416 on $10k

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

Held in common8.8%TNGY and SCHD

TNGY

SCHD

Tortoise Capital Series Trust - Energy Fund · $567MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

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

4.16%12-mo yield$416 · $297 on $10k2.97%

−9.8%Worst dropSmaller wins−6.9%

19.4%VolatilityLower wins11.4%

1–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTNGY · SCHD

8.3%CVX4.2%

2.0%COP4.1%

2.8%OKE1.4%

3.8%DVN1.3%

Held in common8.8%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	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 SCHD

TNGY

Tortoise Capital Series Trust - Energy Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureTNGYSCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield4.16%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y19.4%11.4%

3–1measures won
SCHD first

8.8%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

TNGYSCHDVIG

TNGY—8.8%3.5%

SCHD8.8%—14.5%

VIG3.5%14.5%—

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

Income After Fees on $10,000

$331most kept, TNGY

TNGY$416 − $85 = $331

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

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