Compare · 3 funds side by side · dividends reinvested

TCAI, AIQ and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,147AIQ · best of the three

02 / 04

TCAI, AIQ and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+11.9%+9.3%+29.1%+12.7%−20.2%30.2%$9.1B1.3

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.05%+11.1%−1.1%[…][…]−46.4%49.6%$177M1.8

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: TCAI 2025 · AIQ 2018 · DRAM 2026

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$18,147

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

TCAIMeasureAIQ

+11.1%Year to dateJan 1 → Nov 6+11.9%

−1.1%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $21,525+29.1%

[…]5 years · per year$10,000 became […] · $18,147+12.7%

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

0.05%Trailing 12-mo yield$5 · $8 a year on $10k0.08%

−46.4%Worst dropSmaller is better−20.2%

49.6%VolatilityLower is calmer30.2%

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

1–5AIQ wins

End-of-day Nov 6, 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 518.3%

TCAIStockAIQ

6.1%VRTnot top 5

5.7%SNDKnot top 5

5.0%MTZnot top 5

4.5%MUnot top 5

not top 5MSFT4.3%

4.2%PWRnot top 5

not top 5PLTR3.9%

not top 5AMZN3.4%

not top 5TSLA3.3%

not top 5AAPL3.3%

Held in common3.8%

End-of-day Nov 6, 2026 · share of each fund

TCAI vs AIQ Returns, Every Period

TortoiseTCAI

−1.1%

past year

AIQGlobal X

+9.3%

past year

TCAIAIQFaded: behind in that period

0–2AIQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

TCAI vs AIQ

YTD

TortoiseTCAI

+11.1%

AIQGlobal X

+11.9%

+11.1%Year to date+11.9%

−46.4%Worst drop · 1Y−20.2%

49.6%Volatility · 1Y30.2%

0.0%Yield0.1%

$177MAssets$9.1B

4–0AIQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, AIQ, DRAM

Today

0.65%lowest, TCAI

FundExpense ratioFee$10k

TCAI0.65%$65

DRAM0.65%$65

AIQ0.68%$68

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TCAI, AIQ, DRAM

0.08%highest, AIQ

FundTrailing yieldYield$10k

AIQ0.08%$8

TCAI0.05%$5

DRAM0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$60most kept, AIQ

AIQ$8 − $68 = −$60

TCAI$5 − $65 = −$60

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TCAI, AIQ, DRAM

Today

12.0%most shared, TCAI and DRAM

TCAIAIQDRAM

TCAI—3.8%12.0%

AIQ3.8%—7.7%

DRAM12.0%7.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.3%AIQ, at 30.2% volatility

AIQWorst drop−20.2%30.2% vol

TCAIWorst drop−46.4%49.6% vol

DRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AIQTCAI

+11.9%Year to date+11.1%

0.1%Yield0.0%

+9.3%Past year−1.1%

0.68%Fee0.65%

3–1AIQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026