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Cheapest · 20 of 583Lowest fee
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Save view, at the bottom, keeps this one here QYLD and TPZ · year-to-date · as of Nov 12, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.8%+1.8%−3.5%+5.3%+2.4%——+11.7%
Peer average−0.8%−2.6%−3.2%+5.2%+5.0%+44.0%+56.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
Tortoise TPZ and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
EnergyUtilitiesIndustrials
Tortoise TPZ · 33 holdings · tile size = share of the fund · as of Nov 12, 2026
+10.9%
+10.9%
$3.3B
First Trust BuyWrite Income
+5.7%
+5.7%
$2.5B
Aptus Collared Income Opportunity
+6.6%
+6.6%
$2.3B
20+ Year Treasury Bond BuyWrite Strategy
−1.1%
−1.1%
$1.6B
Main BuyWrite
+7.1%
+7.1%
$1.5B
Amplify CWP International Enhanced Dividend Income
+8.7%
+8.7%
$1.4B
Global X - Russell 2000 Covered Call
+11.5%
+11.5%
$1.3B
First Trust Nasdaq BuyWrite Income
+14.0%
+14.0%
$979M
Roundhill Nasdaq-100 0DTE Covered Call Strategy
+11.2%
+11.2%
$857M
Horizon Funds - Horizon Managed Risk
+12.1%
+12.1%
$802M
REX FANG & Innovation Equity Premium Income
+0.8%
+0.8%
$641M
EA Series Trust - Castellan Targeted Equity
+20.4%
+20.4%
$613M
Tortoise Capital Series Trust - Energy
+26.3%
+26.3%
$547M
YieldMax Ultra Option Income Strategy
−3.3%
−3.3%
$539M
Covered Calls · current AUM · as of Nov 12, 2026
−0.2%
+10.9%
+14.5%
$3.3B
First Trust BuyWrite Income ETF
−0.5%
+5.7%
+6.4%
$2.5B
Aptus Collared Income Opportunity ETF
−0.3%
+6.6%
+5.5%
$2.3B
Tortoise Electrification Infrastructure ETF
+0.8%
+5.3%
+2.4%
$112M
#48 of 70 this year · #65 cheapest of 90 · sorted by assets
TPZ and its peer group · total return · as of Nov 12, 2026
7.23%
5WMBWilliams Cos /The6.37% 7CEGConstellation Energy4.77% 10CNPCenterPoint Energy3.66% Tortoise TPZ · weight in the fund · as of Nov 12, 2026
EnergyUtilitiesIndustrials
Tortoise TPZ · 33 holdings · tile size = share of the fund · as of Nov 12, 2026
+8.4 pts
QYLD and TPZ · year-to-date · as of Nov 12, 2026 · AUM not scored
TPZAvsBPeer average
1D+0.8%−0.8%
1M+1.8%−2.6%
3M−3.5%−3.2%
YTD+5.3%+5.2%
1Y+2.4%+5.0%
3Y[…]+44.0%
5Y[…]+56.0%
3–2TPZ wins
89 Covered calls peers · each row scaled to its leader
OKE3.9%
Other