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IssuerWin % · Made 1Y ▼
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Tortoise vs iShares in Income

1Y
Tortoise2 funds
vs
iSharesBlackRock · 18 funds
$143MMoney made$18.2B
$681MAssets$131B
$5.8MFees earned$348M
100%Win %88%
+32.2%Typical return+15.3%
$0.85Fee per $100$0.26
2Funds18
0Launches 20260
2–2level
Tortoise and iShares income ETFs · past year results · as of Nov 4, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com

Tortoise Income ETFs

1Y2 funds
#Trend
1TNGYCapital Series Trust - EnergyReadDesk0.85%4.2%+28.6%+32.2%$138M$567M
2TPZElectrification InfrastructureReadDesk0.85%3.6%+6.0%+4.6%$5.0M$113M
1–2 of 2 · most assets first
Tortoise income ETFs · current AUM · past year returns · money made is an estimate · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Cards for This View

Largest ETFs in Each Strategy

Today
Dividend stocksSCHDVIGVYM$854B
Premium incomeJEPIJEPQGPIX$114B
Covered callsQYLDDIVOXYLD$42.4B
Income ETFs · current AUM · Tortoise in ink · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Tortoise in Income

Today
Tortoise $681MEveryone else $1.01T

Tortoise holds less than 1% of Income AUM

Tortoise ETFs · current holdings · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Tortoise’s Income Funds vs AUM

Today
<1% of the funds<1% of the AUM
Income ETFsFundsAUM
Tortoise2 · <1%$681M · <1%
Everyone else580 · 100%$1.01T · 100%
Income ETFs · current AUM · as of Nov 4, 2026 · 582 funds
@TheETFTracker·theetftracker.com

Tortoise vs iShares in Income

1Y
Tortoise2 funds
vs
iSharesBlackRock · 18 funds
$143MMoney made$18.2B
$681MAssets$131B
$5.8MFees earned$348M
100%Win %88%
+32.2%Typical return+15.3%
$0.85Fee per $100$0.26
2Funds18
0Launches 20260
2–2level
Tortoise and iShares income ETFs · past year results · as of Nov 4, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com