TCAI vs. TNGY
TCAI (Tortoise AI Infrastructure ETF) and TNGY (Tortoise Energy Fund) are both exchange-traded funds - TCAI is a Artificial Intelligence fund actively managed by Tortoise, while TNGY is a Energy Equities fund actively managed by Tortoise. Both are actively managed. Their 0.13 correlation means their historical movements had little consistent relationship. TCAI charges 0.65%/yr vs 0.85%/yr for TNGY.
Performance
TCAI vs. TNGY - Performance Comparison
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Returns By Period
In the year-to-date period, TCAI achieves a 55.27% return, which is significantly higher than TNGY's 18.64% return.
TCAI
- 1D
- -0.41%
- 1M
- -7.41%
- 6M
- 37.28%
- YTD
- 55.27%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
TNGY
- 1D
- 1.42%
- 1M
- 8.49%
- 6M
- 12.54%
- YTD
- 18.64%
- 1Y
- 21.86%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.79M | $5.54M | $6.96M | |
| $575.58K | $661.37K | $648.60K |
TCAI vs. TNGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TCAI Tortoise AI Infrastructure ETF | 55.27% | 17.27% |
TNGY Tortoise Energy Fund | 18.64% | 1.59% |
Correlation
The correlation between TCAI and TNGY is 0.13, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 5, 2025 | 0.13 |
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Return for Risk
TCAI vs. TNGY — Risk / Return Rank
TCAI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TNGY
TCAI vs. TNGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tortoise AI Infrastructure ETF (TCAI) and Tortoise Energy Fund (TNGY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TCAI | TNGY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.21 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.05 | — |
| Martin ratioReturn relative to average drawdown | — | 5.39 | — |
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Drawdowns
TCAI vs. TNGY - Drawdown Comparison
The maximum TCAI drawdown since its inception was -28.82%, which is greater than TNGY's maximum drawdown of -9.79%. Use the drawdown chart below to compare losses from any high point for TCAI and TNGY.
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Drawdown Indicators
| TCAI | TNGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.82% | -9.79% | -19.03% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.79% | — |
Current DrawdownCurrent decline from peak | -20.91% | -1.50% | -19.41% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -3.68% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.75% | — |
Volatility
TCAI vs. TNGY - Volatility Comparison
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Volatility by Period
| TCAI | TNGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.91% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.89% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 41.71% | 16.70% | +25.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.71% | 16.74% | +24.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.71% | 16.74% | +24.97% |
TCAI vs. TNGY - Expense Ratio Comparison
TCAI has a 0.65% expense ratio, which is lower than TNGY's 0.85% expense ratio.
Dividends
TCAI vs. TNGY - Dividend Comparison
TCAI's dividend yield for the trailing twelve months is around 0.03%, less than TNGY's 4.47% yield.
| Position | TTM | 2025 |
|---|---|---|
TCAI Tortoise AI Infrastructure ETF | 0.03% | 0.05% |
TNGY Tortoise Energy Fund | 4.47% | 2.59% |
Frequently Asked Questions
TCAI and TNGY have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TCAI is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TCAI is cheaper with a 0.65% expense ratio, compared with 0.85% for TNGY.
TNGY has the higher dividend yield at 4.47%, compared with 0.03% for TCAI.
TCAI is categorized as Artificial Intelligence, while TNGY is Energy Equities. Their fees differ too: 0.65% for TCAI and 0.85% for TNGY.
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