Compare · 2 funds side by side · dividends reinvested

TCAI and SMH

TCAITortoise×SMHVanEck×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$38,001SMH · best of the two

02 / 04

TCAI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B1.0

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+31.3%+18.6%[…][…]−36.5%46.8%$202M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: TCAI 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $202M[…]

TCAI

SMH

VanEck Semiconductor ETF · $65.8B$39,579

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

TCAIMeasureSMH

+31.3%Year to dateJan 1 → Nov 3+44.0%

+18.6%1 yearTotal return+43.3%

[…]3 years · per year$10,000 became […] · $38,001+56.1%

[…]5 years · per year$10,000 became […] · $39,579+31.7%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

0.04%Trailing 12-mo yield$4 · $21 a year on $10k0.21%

−36.5%Worst dropSmaller is better−24.6%

46.8%VolatilityLower is calmer41.1%

TCAISMH Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6SMH wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCAI vs SMH: Top 5 Holdings

Today

TCAI

24.6%in top 5

SMH

in top 546.9%

TCAIStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

6.6%VRTnot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.1%

4.8%MUnot top 5

4.8%DELLnot top 5

4.4%PWRnot top 5

4.1%SNDKnot top 5

Held in common4.6%

End-of-day Nov 3, 2026 · share of each fund

TCAI vs SMH Returns, Every Period

TortoiseTCAI

+18.6%

past year

SMHVanEck

+43.3%

past year

TCAISMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

TCAI vs SMH

YTD

TortoiseTCAI

+31.3%

SMHVanEck

+44.0%

+31.3%Year to date+44.0%

−36.5%Worst drop · 1Y−24.6%

46.8%Volatility · 1Y41.1%

0.0%Yield0.2%

$202MAssets$65.8B

4–0SMH wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

TCAI0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TCAI, SMH

0.21%highest, SMH

FundTrailing yieldYield$10k

SMH0.21%$21

TCAI0.04%$4

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TCAI, SMH

Today

4.6%most shared, TCAI and SMH

TCAISMH

TCAI—4.6%

SMH4.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+43.3%SMH, at 41.1% volatility

SMHWorst drop−24.6%41.1% vol

TCAIWorst drop−36.5%46.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SMHTCAI

+44.0%Year to date+31.3%

0.2%Yield0.0%

+43.3%Past year+18.6%

0.35%Fee0.65%

4–0SMH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026