TNGY vs. LITP
TNGY (Tortoise Energy Fund) and LITP (Sprott Lithium Miners ETF) are both Energy Equities funds. TNGY is actively managed, while LITP is passively managed. At a 0.04 correlation, their price movements are largely independent. TNGY charges 0.85%/yr vs 0.65%/yr for LITP.
Performance
TNGY vs. LITP - Performance Comparison
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Returns By Period
In the year-to-date period, TNGY achieves a 15.21% return, which is significantly lower than LITP's 28.96% return.
TNGY
- 1D
- 0.39%
- 1M
- -3.15%
- YTD
- 15.21%
- 6M
- 12.60%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LITP
- 1D
- -4.66%
- 1M
- -7.17%
- YTD
- 28.96%
- 6M
- 41.58%
- 1Y
- 218.79%
- 3Y*
- -0.12%
- 5Y*
- —
- 10Y*
- —
TNGY vs. LITP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TNGY Tortoise Energy Fund | 15.21% | 1.81% |
LITP Sprott Lithium Miners ETF | 28.96% | 128.71% |
Correlation
The correlation between TNGY and LITP is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 17, 2025 | 0.04 |
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Return for Risk
TNGY vs. LITP — Risk / Return Rank
TNGY
LITP
TNGY vs. LITP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tortoise Energy Fund (TNGY) and Sprott Lithium Miners ETF (LITP). 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.
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Sharpe Ratios by Period
| TNGY | LITP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 3.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.15 | -0.07 | +1.22 |
Drawdowns
TNGY vs. LITP - Drawdown Comparison
The maximum TNGY drawdown since its inception was -8.86%, smaller than the maximum LITP drawdown of -74.72%. Use the drawdown chart below to compare losses from any high point for TNGY and LITP.
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Drawdown Indicators
| TNGY | LITP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.86% | -74.72% | +65.86% |
Max Drawdown (1Y)Largest decline over 1 year | — | -31.12% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -74.31% | — |
Current DrawdownCurrent decline from peak | -3.92% | -14.47% | +10.55% |
Average DrawdownAverage peak-to-trough decline | -2.18% | -42.29% | +40.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 10.23% | — |
Volatility
TNGY vs. LITP - Volatility Comparison
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Volatility by Period
| TNGY | LITP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 13.36% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 39.69% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.70% | 58.34% | -42.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 47.34% | -31.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 47.34% | -31.64% |
TNGY vs. LITP - Expense Ratio Comparison
TNGY has a 0.85% expense ratio, which is higher than LITP's 0.65% expense ratio.
Dividends
TNGY vs. LITP - Dividend Comparison
TNGY's dividend yield for the trailing twelve months is around 3.41%, less than LITP's 5.74% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LITP Sprott Lithium Miners ETF | 5.74% | 7.41% | 6.55% | 2.80% |
TNGY Tortoise Energy Fund | 3.41% | 2.59% | 0.00% | 0.00% |
Frequently Asked Questions
TNGY and LITP have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LITP is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LITP is cheaper with a 0.65% expense ratio, compared with 0.85% for TNGY.
LITP has the higher dividend yield at 5.74%, compared with 3.41% for TNGY.
They also come from different issuers: Tortoise Capital and Sprott. Their fees differ too: 0.85% for TNGY and 0.65% for LITP.
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