TNGY vs. BKGI

Last updated Apr 2, 2026

Compare and contrast key facts about Tortoise Energy Fund (TNGY) and Bny Mellon Global Infrastructure Income ETF (BKGI).

TNGY and BKGI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TNGY is an actively managed fund by Tortoise Capital. It was launched on Jun 16, 2025. BKGI is an actively managed fund by BNY Mellon. It was launched on Nov 2, 2022.

Performance

TNGY vs. BKGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tortoise Energy Fund (TNGY) and Bny Mellon Global Infrastructure Income ETF (BKGI). The values are adjusted to include any dividend payments, if applicable.

TNGY vs. BKGI - Yearly Performance Comparison

	2026 (YTD)	2025
TNGY Tortoise Energy Fund	14.20%	1.81%
BKGI Bny Mellon Global Infrastructure Income ETF	10.64%	8.13%

Returns By Period

In the year-to-date period, TNGY achieves a 14.20% return, which is significantly higher than BKGI's 10.64% return.

TNGY

• 1D: -2.11%
• 1M: -0.64%
• YTD: 14.20%
• 6M: 13.92%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BKGI

• 1D: 0.20%
• 1M: -3.23%
• YTD: 10.64%
• 6M: 15.16%
• 1Y: 32.13%
• 3Y*: 21.68%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

TNGY vs. BKGI - Expense Ratio Comparison

TNGY has a 0.85% expense ratio, which is higher than BKGI's 0.65% expense ratio.

TNGY

Tortoise Energy Fund

BKGI

Bny Mellon Global Infrastructure Income ETF

Return for Risk

TNGY vs. BKGI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BKGI

BKGI Risk / Return Rank: 93
BKGI Sharpe Ratio Rank: 92
BKGI Sortino Ratio Rank: 92
BKGI Omega Ratio Rank: 94
BKGI Calmar Ratio Rank: 90
BKGI Martin Ratio Rank: 95

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TNGY vs. BKGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tortoise Energy Fund (TNGY) and Bny Mellon Global Infrastructure Income ETF (BKGI). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	TNGY	BKGI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.20	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.49	1.66	-0.18

Correlation

The correlation between TNGY and BKGI is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

TNGY vs. BKGI - Dividend Comparison

TNGY's dividend yield for the trailing twelve months is around 3.44%, more than BKGI's 2.73% yield.

	TTM	2025	2024	2023	2022
TNGY Tortoise Energy Fund	3.44%	2.59%	0.00%	0.00%	0.00%
BKGI Bny Mellon Global Infrastructure Income ETF	2.73%	2.65%	4.55%	4.55%	0.53%

Drawdowns

TNGY vs. BKGI - Drawdown Comparison

The maximum TNGY drawdown since its inception was -5.30%, smaller than the maximum BKGI drawdown of -14.79%. Use the drawdown chart below to compare losses from any high point for TNGY and BKGI.

Drawdown Indicators

	TNGY	BKGI	Difference
Max Drawdown Largest peak-to-trough decline	-5.30%	-14.79%	+9.49%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.35%	—
Current Drawdown Current decline from peak	-4.76%	-3.56%	-1.20%
Average Drawdown Average peak-to-trough decline	-1.58%	-2.60%	+1.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.05%	—

Volatility

Volatility by Period

	TNGY	BKGI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.13%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.90%	—
Volatility (1Y) Calculated over the trailing 1-year period	14.17%	14.67%	-0.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.17%	14.06%	+0.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.17%	14.06%	+0.11%