Compare · 2 funds side by side · dividends reinvested

TCAI and ARTY

TCAITortoise×ARTYiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,629ARTY · best of the two

02 / 04

TCAI and ARTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Future AI & Tech ETFThematic · AI & semis0.47%0.06%+39.5%+31.5%+33.7%+9.3%−24.0%40.5%$3.6B1.0

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+31.3%+18.6%[…][…]−36.5%46.8%$202M2.0

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 · ARTY 2018

Head to Head

Swap sides Versus in desk

Head to Head

iShares Future AI & Tech ETF · $3.6B$15,629

ARTY

TCAI

Tortoise AI Infrastructure ETF · $202M[…]

$10,000 five years ago, dividends reinvested · they hold 14.4% in common

ARTYMeasureTCAI

+39.5%Year to dateJan 1 → Nov 3+31.3%

+31.5%1 yearTotal return+18.6%

+33.7%3 years · per year$10,000 became $23,920 · […][…]

+9.3%5 years · per year$10,000 became $15,629 · […][…]

0.47%Expense ratio$47 · $65 a year on $10k · lower is better0.65%

0.06%Trailing 12-mo yield$6 · $4 a year on $10k0.04%

−24.0%Worst dropSmaller is better−36.5%

40.5%VolatilityLower is calmer46.8%

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

6–0ARTY wins

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

More Ways to See the Pairs

ARTY vs TCAI: Top 5 Holdings

Today

ARTY

23.4%in top 5

TCAI

in top 524.6%

ARTYStockTCAI

not top 5VRT6.6%

5.3%AMDnot top 5

not top 5MU4.8%

not top 5DELL4.8%

4.7%2330.TWnot top 5

4.6%AVGOnot top 5

4.6%NVDAnot top 5

not top 5PWR4.4%

4.3%MRVLnot top 5

not top 5SNDK4.1%

Held in common14.4%

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

ARTY vs TCAI Returns, Every Period

iSharesARTY

+31.5%

past year

TCAITortoise

+18.6%

past year

ARTYTCAIFaded: behind in that period

2–0ARTY wins

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

ARTY vs TCAI

YTD

iSharesARTY

+39.5%

TCAITortoise

+31.3%

+39.5%Year to date+31.3%

−24.0%Worst drop · 1Y−36.5%

40.5%Volatility · 1Y46.8%

0.1%Yield0.0%

$3.6BAssets$202M

4–0ARTY wins

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

Cost, Income and Risk

Fees: TCAI, ARTY

Today

0.47%lowest, ARTY

FundExpense ratioFee$10k

ARTY0.47%$47

TCAI0.65%$65

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

Yields: TCAI, ARTY

0.06%highest, ARTY

FundTrailing yieldYield$10k

ARTY0.06%$6

TCAI0.04%$4

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

Income After Fees on $10,000

−$41most kept, ARTY

ARTY$6 − $47 = −$41

TCAI$4 − $65 = −$61

KeptFee

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

Overlap: TCAI, ARTY

Today

14.4%most shared, TCAI and ARTY

TCAIARTY

TCAI—14.4%

ARTY14.4%—

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

Return vs Bumpiness: 2 ETFs

+31.5%ARTY, at 40.5% volatility

ARTYWorst drop−24.0%40.5% 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

ARTYTCAI

+39.5%Year to date+31.3%

0.1%Yield0.0%

+31.5%Past year+18.6%

0.47%Fee0.65%

4–0ARTY 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