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Income

Tortoise·2 of 7 funds·36% of Tortoise’s moneyIn the market’s Income bucket: 582 ETFs · $1.01T · +14.9% YTD

Data as of Nov 4, 2026 · a scoreboard, not advice

1Y record
2–0
Made money
100%
Assets
$681M
Share of Income
0%

Story of the Week

Week of Nov 2, 2026
SCHD$121BVIG$109BVYM$78.9BJEPI$46.0BDGRO$45.1BJEPQ$41.8BCGDV$38.8BRDVY$25.7BDVY$23.6BSDY$22.6BIncome ETFs · current AUMTortoise · 0 funds$0Vanguard · 2 funds$188BThe 10 Largest Income ETFsTodayTortoise funds in gold0 of 10are Tortoise’s
02 / 03

Tortoise’s Total Income Funds

1Y
2 funds · 100% made money new: under a year old
Tortoise income ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, largest first
@TheETFTracker·theetftracker.com

Tortoise in Income

Today
Tortoise $681MEveryone else $1.01T

Tortoise holds 0% of Income AUM

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

Tortoise’s Income Funds vs AUM

Today
0%of the funds0%of the AUM
Income ETFsFundsAUM
Tortoise2 · 0%$681M · 0%
Everyone else580 · 100%$1.01T · 100%
Income ETFs · current AUM · as of Nov 4, 2026 · 582 funds
@TheETFTracker·theetftracker.com

Top 2 Tortoise Income ETFs

Today
$681M of $681M
#FundAUM ▼1YFee
1TNGYEnergy$567M+32.2%$0.85
2TPZElectrification Infrastructure$113M+4.6%$0.85
Tortoise income ETFs · current AUM · as of Nov 4, 2026 · fee per $100 a year
@TheETFTracker·theetftracker.com

Compare Income Names

TNGY vs SCHD

YTD
Tortoise · $567.4M
+28.6%
Schwab · $121B
+32.8%
Jan 1Nov 3+28.6%+32.8%
+32.2%Past year+37.6%
$567MAssets$121B
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

TPYP vs TNGY

1Y
Tortoise · $905.3M
+30.2%
Tortoise · $567.4M
+32.2%
Nov 3, 2025Nov 3, 2026+30.2%+32.2%
+25.4%Year to date+28.6%
0.40%Fee0.85%
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

The Year in Tortoise Income ETFs

Tortoise’s Income ETF Record

1Y
2–0made money · lost
of 2 with a full year
100%all ETFs 74%
Each bar is one fund · 1Y return
0 lost2 made money
Tortoise income ETFs · past-year returns · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Tortoise’s Income ETF Fees

Today
$0.85per $100 a year, typical
Funds at each fee · per $100 a year
2 funds at $0.85$681M · 100% of the money
Tortoise income ETFs · current fees · as of Nov 4, 2026
@TheETFTracker·theetftracker.com

Inside Income

Largest ETFs in Each Strategy

YTD
StrategyFunds3 biggestMoneyAssetsYTD
Dividend stocks402SCHD · VIG · VYM$854B+16.0%
Premium income91JEPI · JEPQ · GPIX$114B+9.2%
Covered calls89QYLD · DIVO · XYLD$42.4B+9.4%
Bold Tortoise fund among the strategy’s 3 biggestWhole strategyYTD asset-weighted
Income ETFs · year-to-date returns, asset-weighted · as of Nov 4, 2026
@TheETFTracker·theetftracker.com