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TNGY vs SPY

Comparison between TORTOISE ENERGY ETF (TNGY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

TNGY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TNGY
$515M
Winner
SPY
$781B
Expense Ratio
TNGY
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
TNGY
10.17%
SPY
56.47%
Sharpe Ratio
TNGY
1.02
Winner
SPY
1.25
5Y Beta
Winner
TNGY
0.02
SPY
1.00
P/E Ratio
Winner
TNGY
7.67
SPY
28.78
Forward P/E
Winner
TNGY
11.93
SPY
21.23
5Y Dividends CAGR
TNGY
N/A
SPY
6.00%
5Y EPS CAGR
TNGY
14.51%
Winner
SPY
25.62%
Debt to Equity
TNGY
N/A
SPY
31.92%
P/S Ratio
Winner
TNGY
1.01
SPY
3.76
P/B Ratio
Winner
TNGY
2.66
SPY
5.64

TNGY vs SPY - Holdings Comparison

TNGY and SPY have 16 common holdings. Overlap is 1.75%

TNGY's top 25 holdings weight is 98.92%. SPY's top 25 holdings weight is 51.74%.

RankTNGYSPY
#1
MARATHON PETROLEUM CORP (MPC) - 8.93%
NVIDIA CORP (NVDA) - 7.89%
#2
VALERO ENERGY CORP (VLO) - 8.74%
APPLE INC (AAPL) - 7.37%
#3
CHENIERE ENERGY INC (LNG) - 5.57%
MICROSOFT CORP (MSFT) - 4.50%
#4
ENERGY TRANSFER LP (ET) - 5.52%
AMAZON.COM INC (AMZN) - 3.82%
#5
CONSTELLATION ENERGY CORP (CEG) - 5.29%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
EQT CORP (EQT) - 5.28%
BROADCOM INC (AVGO) - 2.86%
#7
WILLIAMS COMPANIES INC (WMB) - 5.27%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
OCCIDENTAL PETROLEUM CORP (OXY) - 4.78%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
DIAMONDBACK ENERGY INC (FANG) - 4.61%
TESLA INC (TSLA) - 1.70%
#10
ONEOK INC (OKE) - 4.43%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
TARGA RESOURCES CORP (TRGP) - 4.41%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
PLAINS GP HOLDINGS LP CLASS A (PAGP) - 4.39%
ELI LILLY AND CO (LLY) - 1.40%
#13
MPLX LP PARTNERSHIP UNITS (MPLX) - 4.05%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
DEVON ENERGY CORP (DVN) - 3.53%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
OVINTIV INC (OVV) - 3.27%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ANTERO RESOURCES CORP (AR) - 3.10%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 3.07%
VISA INC CLASS A (V) - 0.90%
#18
PHILLIPS 66 (PSX) - 2.90%
WALMART INC (WMT) - 0.76%
#19
CHEVRON CORP (CVX) - 2.55%
INTEL CORP (INTC) - 0.75%
#20
VISTRA CORP (VST) - 2.38%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.26%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
HALLIBURTON CO (HAL) - 1.56%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
PROPETRO HOLDING CORP (PUMP) - 1.19%
ABBVIE INC (ABBV) - 0.66%
#24
VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 0.95%
CATERPILLAR INC (CAT) - 0.65%
#25
SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 0.89%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings31505

TNGY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TNGY
+8.31%
SPY
+0.52%
3M
Winner
TNGY
+8.20%
SPY
+6.55%
6M
Winner
TNGY
+16.88%
SPY
+9.76%
1Y
Winner
TNGY
+23.81%
SPY
+20.32%
5Y(CAGR)
TNGY
N/A
SPY
+13.01%
10Y(CAGR)
TNGY
N/A
SPY
+15.06%
Max(CAGR)
Winner
TNGY
+19.10%
SPY
+8.50%

TNGY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTNGYSPY
2026+19.74%+10.11%
2025+1.81%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

TNGY vs SPY Drawdown Comparison

The maximum drawdown for TNGY was -9.79%, occurring on Jun 18, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current TNGY drawdown is -0.79%. The current SPY drawdown is -1.24%.

RankTNGYSPY
#1-9.79%
Mar 27, 2026 - Jun 18, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-5.30%
Dec 4, 2025 - Jan 23, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.32%
Sep 26, 2025 - Nov 11, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-3.86%
Jun 30, 2025 - Sep 24, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.50%
Mar 2, 2026 - Mar 17, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.41%
Jan 30, 2026 - Feb 6, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.05%
Nov 12, 2025 - Nov 28, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.61%
Mar 19, 2026 - Mar 24, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.43%
Dec 1, 2025 - Dec 4, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.80%
Feb 13, 2026 - Feb 20, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.65%
Jun 18, 2025 - Jun 27, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.60%
Feb 20, 2026 - Feb 25, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.51%
Feb 11, 2026 - Feb 13, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.35%
Sep 24, 2025 - Sep 26, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.33%
Jun 16, 2025 - Jun 18, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between TNGY and SPY is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (1999 - 2026)

TNGY vs SPY dividend yield comparison.

YearTNGYSPY
20262.23%0.49%
20252.59%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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