TNGY vs VOO

ATNGY

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO

Lowest cost0.03%VOO · $3 on $10k

Most income4.47%TNGY · $447 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common3.0%TNGY and VOO

TNGY

VOO

Tortoise Capital Series Trust - Energy Fund · $520MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

4.47%12-mo yield$447 · $107 on $10k1.07%

−13.7%Worst dropSmaller wins−8.9%

20.5%VolatilityLower wins13.7%

1–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsTNGY · VOO

5.5%XOM1.0%

4.5%CVX0.6%

2.1%COP0.2%

8.4%VLO0.2%

Held in common3.0%

End-of-day Nov 9, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	ATNGY	Tortoise Capital Series Trust - Energy FundRead Desk		0.85%	4.47%	+1.7%	+19.9%	+21.0%	new	new	−13.7%	$520M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	ATNGY	Tortoise Capital Series Trust - Energy FundRead Desk		0.85%	4.47%	+1.7%	+19.9%	+21.0%	new	new	−13.7%	$520M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TNGY vs VOO

TNGY

Tortoise Capital Series Trust - Energy Fund

[…]

VOO

Vanguard S&P 500

$17,543

MeasureTNGYVOO

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield4.47%1.07%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−13.7%−8.9%

Volatility · 1Y20.5%13.7%

3–1measures won
VOO first

3.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: TNGY, VOO

Today

3.0%most shared, TNGY and VOO

TNGYVOO

TNGY—3.0%

VOO3.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$362most kept, TNGY

TNGY$447 − $85 = $362

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee