Compare · 4 funds side by side · dividends reinvested

TCAI, AIQ, CIBR and SMH

TCAITortoise×AIQGlobal X×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

TCAI, AIQ, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.1

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+15.6%+15.1%+29.5%+13.2%−20.2%30.3%$9.1B2.5

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+19.6%+9.8%[…][…]−46.4%50.0%$177M3.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: TCAI 2025 · AIQ 2018 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $177M[…]

TCAI

AIQ

Global X - Artificial Intelligence & Technology ETF · $9.1B$18,586

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

TCAIMeasureAIQ

+19.6%Year to dateJan 1 → Nov 9+15.6%

+9.8%1 yearTotal return+15.1%

[…]3 years · per year$10,000 became […] · $21,734+29.5%

[…]5 years · per year$10,000 became […] · $18,586+13.2%

0.65%Expense ratio$65 · $68 a year on $10k · lower is better0.68%

0.04%Trailing 12-mo yield$4 · $8 a year on $10k0.08%

−46.4%Worst dropSmaller is better−20.2%

50.0%VolatilityLower is calmer30.3%

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

2–4AIQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCAI vs AIQ: Top 5 Holdings

Today

TCAI

25.5%in top 5

AIQ

in top 518.7%

TCAIStockAIQ

6.0%VRTnot top 5

5.6%SNDKnot top 5

5.2%MTZnot top 5

4.5%MUnot top 5

not top 5MSFT4.3%

4.3%PWRnot top 5

not top 5PLTR4.0%

not top 5SPCX3.5%

not top 5TSLA3.5%

not top 5AMZN3.4%

Held in common3.9%

End-of-day Nov 9, 2026 · share of each fund

TCAI vs AIQ Returns, Every Period

TortoiseTCAI

+9.8%

past year

AIQGlobal X

+15.1%

past year

TCAIAIQFaded: behind in that period

1–1Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

TCAI vs CIBR

YTD

TortoiseTCAI

+19.6%

CIBRFirst Trust

+32.8%

+19.6%Year to date+32.8%

−46.4%Worst drop · 1Y−20.6%

50.0%Volatility · 1Y31.3%

0.0%Yield0.4%

$177MAssets$15.8B

4–0CIBR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, AIQ, CIBR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

CIBR0.58%$58

TCAI0.65%$65

AIQ0.68%$68

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TCAI, AIQ, CIBR, SMH

0.42%highest, CIBR

FundTrailing yieldYield$10k

CIBR0.42%$42

SMH0.23%$23

AIQ0.08%$8

TCAI0.04%$4

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$12most kept, SMH

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

AIQ$8 − $68 = −$60

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TCAI, AIQ, CIBR, SMH

Today

19.1%most shared, AIQ and SMH

TCAIAIQCIBRSMH

TCAI—3.9%1.9%4.2%

AIQ3.9%—14.2%19.1%

CIBR1.9%14.2%—5.7%

SMH4.2%19.1%5.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

AIQWorst drop−20.2%30.3% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.1% vol

TCAIWorst drop−46.4%50.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CIBRSMH

+32.8%Year to date+35.3%

0.4%Yield0.2%

+27.5%Past year+39.3%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026