Compare · 3 funds side by side · dividends reinvested

TCAI, AIUP and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

TCAI, AIUP and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.0

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.05%+5.2%−5.1%[…][…]−46.4%49.3%$170M2.0

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 5, 2026 · returns include dividends · since: TCAI 2025 · AIUP 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $170M[…]

TCAI

AIUP

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

$10,000 five years ago, dividends reinvested · they hold 14.0% in common

TCAIMeasureAIUP

+5.2%Year to dateJan 1 → Nov 5[…]

−5.1%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%

0.05%Trailing 12-mo yield$5 · $0 a year on $10k0.00%

−46.4%Worst dropSmaller is better[…]

49.3%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 5, 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

24.3%in top 5

AIUP

in top 554.3%

TCAIStockAIUP

4.7%DELL15.2%

4.8%MU15.0%

not top 5DDOG14.8%

6.3%VRTnot top 5

not top 5AMD4.7%

not top 5APH4.7%

4.3%PWRnot top 5

4.2%SNDKnot top 5

Held in common14.0%

End-of-day Nov 5, 2026 · share of each fund

TCAI vs AIUP Returns, Every Period

TortoiseTCAI

−5.1%

past year

AIUPFINQ

[…]

past year

Returns […]

TCAIAIUPFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

TCAI vs SMH

YTD

TortoiseTCAI

+5.2%

SMHVanEck

+24.3%

+5.2%Year to date+24.3%

−46.4%Worst drop · 1Y−33.1%

49.3%Volatility · 1Y42.8%

0.0%Yield0.2%

$170MAssets$57.7B

4–0SMH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, AIUP, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

TCAI0.65%$65

AIUP0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TCAI, AIUP, SMH

0.25%highest, SMH

FundTrailing yieldYield$10k

SMH0.25%$25

TCAI0.05%$5

AIUP0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

TCAI$5 − $65 = −$60

AIUP$0 − $70 = −$70

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TCAI, AIUP, SMH

Today

14.0%most shared, TCAI and AIUP

TCAIAIUPSMH

TCAI—14.0%4.4%

AIUP14.0%—13.6%

SMH4.4%13.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

SMHWorst drop−33.1%42.8% vol

TCAIWorst drop−46.4%49.3% vol

AIUPWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMHTCAI

+24.3%Year to date+5.2%

0.2%Yield0.0%

+27.3%Past year−5.1%

0.35%Fee0.65%

4–0SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026