Compare · 2 funds side by side · dividends reinvested

TCAI and AIQ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,010AIQ · best of the two

02 / 04

TCAI and AIQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+17.1%+12.3%+32.6%+13.7%−20.2%29.7%$9.5B1.4

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+31.3%+18.6%[…][…]−36.5%46.8%$202M1.5

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 · AIQ 2018

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $202M[…]

TCAI

AIQ

Global X - Artificial Intelligence & Technology ETF · $9.5B$19,010

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

TCAIMeasureAIQ

+31.3%Year to dateJan 1 → Nov 3+17.1%

+18.6%1 yearTotal return+12.3%

[…]3 years · per year$10,000 became […] · $23,294+32.6%

[…]5 years · per year$10,000 became […] · $19,010+13.7%

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%

−36.5%Worst dropSmaller is better−20.2%

46.8%VolatilityLower is calmer29.7%

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

3–3Level

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 AIQ: Top 5 Holdings

Today

TCAI

24.6%in top 5

AIQ

in top 518.4%

TCAIStockAIQ

6.6%VRTnot top 5

4.8%MUnot top 5

4.8%DELLnot top 5

4.4%PWRnot top 5

not top 5PLTR4.3%

4.1%SNDKnot top 5

not top 5MSFT4.0%

not top 5TSLA3.6%

not top 5SPCX3.3%

not top 5ORCL3.2%

Held in common4.8%

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

TCAI vs AIQ Returns, Every Period

TortoiseTCAI

+18.6%

past year

AIQGlobal X

+12.3%

past year

TCAIAIQFaded: behind in that period

2–0TCAI wins

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

TCAI vs AIQ

YTD

TortoiseTCAI

+31.3%

AIQGlobal X

+17.1%

+31.3%Year to date+17.1%

−36.5%Worst drop · 1Y−20.2%

46.8%Volatility · 1Y29.7%

0.0%Yield0.1%

$202MAssets$9.5B

3–1AIQ wins

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

Cost, Income and Risk

Fees: TCAI, AIQ

Today

0.65%lowest, TCAI

FundExpense ratioFee$10k

TCAI0.65%$65

AIQ0.68%$68

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

Yields: TCAI, AIQ

0.08%highest, AIQ

FundTrailing yieldYield$10k

AIQ0.08%$8

TCAI0.04%$4

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

Income After Fees on $10,000

−$60most kept, AIQ

AIQ$8 − $68 = −$60

TCAI$4 − $65 = −$61

KeptFee

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

Overlap: TCAI, AIQ

Today

4.8%most shared, TCAI and AIQ

TCAIAIQ

TCAI—4.8%

AIQ4.8%—

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

Return vs Bumpiness: 2 ETFs

+18.6%TCAI, at 46.8% volatility

AIQWorst drop−20.2%29.7% 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

AIQTCAI

+17.1%Year to date+31.3%

0.1%Yield0.0%

+12.3%Past year+18.6%

0.68%Fee0.65%

3–1TCAI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026