TNGY vs VOO
Tortoise Energy Fund ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. TNGY delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | TNGY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.03% | |
| AUM | $569M | $997.4B | |
| Dividend Yield | 4.46% | 1.08% | |
| Holdings | 29 | 509 | |
| YTD Return | +27.07% | +12.68% | |
| 1Y Return | +30.95% | +21.87% | |
| 3Y Return (annualized) | - | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 14.6% | 14.1% | |
| Max Drawdown | -9.8% | -34.3% | |
| Fund Family | Tortoise Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2025 | Sep 7, 2010 |
TNGY vs VOO Performance
Tortoise Energy Fund ETF (TNGY) is a ETF from Tortoise Capital and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year TNGY returned +30.95% while VOO returned +21.87%. Year to date, TNGY is up 27.07% versus a gain of 12.68% for VOO.
Risk: Volatility and Drawdowns
TNGY has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -9.8% for TNGY and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
TNGY charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, TNGY currently yields 4.46% against 1.08% for VOO.
Holdings Overlap
TNGY and VOO share 15 holdings out of 516 unique holdings combined, representing a 2.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, TNGY or VOO?
TNGY has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, TNGY or VOO?
Over the past year TNGY returned +30.95% vs +21.87% for VOO, so TNGY leads on 1-year performance. Over the longest common window we track (1 years), TNGY annualized +23.68% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, TNGY or VOO?
TNGY has been the more volatile fund at 14.6% annualized versus 14.1% for VOO. Worst drawdown: TNGY -9.8% vs VOO -34.3%.
Should I hold both TNGY and VOO?
TNGY and VOO have a monthly-return correlation of -0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between TNGY and VOO?
TNGY and VOO share 15 common holdings with a 2.5% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, TNGY or VOO?
TNGY yields 4.46% while VOO yields 1.08%, so TNGY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.