Compare · 3 funds side by side · dividends reinvested

TCAI, AIUP and CIBR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,956CIBR · best of the three

02 / 04

TCAI, AIUP and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B1.0

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+19.6%+9.8%[…][…]−46.4%50.0%$177M2.0

FINQ FIRST U.S. Large Cap AI-Managed Equity ETFThematic · AI & semis0.70%0.00%[…][…][…][…][…][…]$4M3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: TCAI 2025 · AIUP 2026 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $177M[…]

TCAI

AIUP

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4M[…]

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

TCAIMeasureAIUP

+19.6%Year to dateJan 1 → Nov 9[…]

+9.8%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $70 a year on $10k · lower is better0.70%

0.04%Trailing 12-mo yield$4 · $0 a year on $10k0.00%

−46.4%Worst dropSmaller is better[…]

50.0%VolatilityLower is calmer[…]

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

2–0TCAI 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 AIUP: Top 5 Holdings

Today

TCAI

25.5%in top 5

AIUP

in top 554.3%

TCAIStockAIUP

4.5%MU15.3%

not top 5PANW14.9%

not top 5DELL14.8%

6.0%VRTnot top 5

5.6%SNDKnot top 5

5.2%MTZnot top 5

not top 5AMD4.7%

not top 5WDC4.6%

4.3%PWRnot top 5

Held in common10.9%

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

TCAI vs AIUP Returns, Every Period

TortoiseTCAI

+9.8%

past year

AIUPFINQ

[…]

past year

Returns […]

TCAIAIUPFaded: behind in that period

0–0Level

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, AIUP, CIBR

Today

0.58%lowest, CIBR

FundExpense ratioFee$10k

CIBR0.58%$58

TCAI0.65%$65

AIUP0.70%$70

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

Yields: TCAI, AIUP, CIBR

0.42%highest, CIBR

FundTrailing yieldYield$10k

CIBR0.42%$42

TCAI0.04%$4

AIUP0.00%$0

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

Income After Fees on $10,000

−$16most kept, CIBR

CIBR$42 − $58 = −$16

TCAI$4 − $65 = −$61

AIUP$0 − $70 = −$70

KeptFee

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

Overlap: TCAI, AIUP, CIBR

Today

14.1%most shared, AIUP and CIBR

TCAIAIUPCIBR

TCAI—10.9%1.9%

AIUP10.9%—14.1%

CIBR1.9%14.1%—

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

Return vs Bumpiness: 3 ETFs

+27.5%CIBR, at 31.3% volatility

CIBRWorst drop−20.6%31.3% vol

TCAIWorst drop−46.4%50.0% vol

AIUPWorst drop[…][…]

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

Paid More vs Made More

YTD

CIBRTCAI

+32.8%Year to date+19.6%

0.4%Yield0.0%

+27.5%Past year+9.8%

0.58%Fee0.65%

4–0CIBR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026