TNGY vs USOI

ATNGY

BUSOI

Measures won2–1TNGY wins · of 6 · 5Y

$10,000 · 5Y$18,643USOI

Lowest cost0.85%TNGY · $85 on $10k

Most income59.82%USOI · $5,982 on $10k

Smallest drop−9.8%TNGY · worst fall in 1Y

Held in common[…]TNGY and USOI

TNGY

USOI

Tortoise Capital Series Trust - Energy Fund · $567MUBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $314M

[…]3 years · per year[…] · $14,204+12.4%

[…]5 years · per year[…] · $18,643+13.3%

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

4.16%12-mo yield$416 · $5,982 on $10k59.82%

−9.8%Worst dropSmaller wins−23.5%

19.4%VolatilityLower wins24.3%

2–1TNGY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTNGY · USOI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BUSOI	UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Read Desk		0.85%	59.82%	+0.8%	+52.9%	+49.1%	+12.4%	+13.3%	−23.5%	$314M
2	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

Both

5Y2 funds

#			Trend
1	BUSOI	UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Read Desk		0.85%	59.82%	+0.8%	+52.9%	+49.1%	+12.4%	+13.3%	−23.5%	$314M
2	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 USOI

TNGY

Tortoise Capital Series Trust - Energy Fund

[…]

USOI

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037

$18,643

MeasureTNGYUSOI

Fee0.85%0.85%

Cost on $10k a year$85$85

Yield4.16%59.82%

5 years, per year[…]+13.3%

3 years, per year[…]+12.4%

Worst drop · 1Y−9.8%−23.5%

Volatility · 1Y19.4%24.3%

2–1measures won
TNGY first

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, USOI

Today

[…]holdings […]

TNGYUSOI

TNGY—[…]

USOI[…]—

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

Income After Fees on $10,000

$5,897most kept, USOI

USOI$5,982 − $85 = $5,897

TNGY$416 − $85 = $331

KeptFee

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