Compare · 3 funds side by side · dividends reinvested

TCAI, CIBR and ITA

TCAITortoise×CIBRFirst Trust×ITAiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,603ITA · best of the three

02 / 04

TCAI, CIBR and ITA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Aerospace & Defense ETFThematic · Defense & space0.37%0.58%−3.4%−1.0%+24.1%+15.6%−20.0%23.7%$11.6B1.5

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$16.9B1.6

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.05%+11.1%−1.1%[…][…]−46.4%49.6%$170M2.8

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 · CIBR 2015 · ITA 2006

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $170M[…]

TCAI

CIBR

First Trust Nasdaq Cybersecurity ETF · $16.9B$17,242

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

TCAIMeasureCIBR

+11.1%Year to dateJan 1 → Nov 6+27.7%

−1.1%1 yearTotal return+21.1%

[…]3 years · per year$10,000 became […] · $20,663+27.4%

[…]5 years · per year$10,000 became […] · $17,242+11.5%

0.65%Expense ratio$65 · $58 a year on $10k · lower is better0.58%

0.05%Trailing 12-mo yield$5 · $43 a year on $10k0.43%

−46.4%Worst dropSmaller is better−20.6%

49.6%VolatilityLower is calmer31.1%

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

0–6CIBR 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 CIBR: Top 5 Holdings

Today

TCAI

25.5%in top 5

CIBR

in top 536.4%

TCAIStockCIBR

not top 5CRWD8.3%

not top 5CSCO7.6%

not top 5PANW7.2%

not top 5AVGO6.9%

not top 5FTNT6.3%

6.1%VRTnot top 5

5.7%SNDKnot top 5

5.0%MTZnot top 5

4.5%MUnot top 5

4.2%PWRnot top 5

Held in common1.8%

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

TCAI vs CIBR Returns, Every Period

TortoiseTCAI

−1.1%

past year

CIBRFirst Trust

+21.1%

past year

TCAICIBRFaded: behind in that period

0–2CIBR wins

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

TCAI vs ITA

YTD

TortoiseTCAI

+11.1%

ITAiShares

−3.4%

+11.1%Year to date−3.4%

−46.4%Worst drop · 1Y−20.0%

49.6%Volatility · 1Y23.7%

0.0%Yield0.6%

$170MAssets$11.6B

3–1ITA wins

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

Cost, Income and Risk

Fees: TCAI, CIBR, ITA

Today

0.37%lowest, ITA

FundExpense ratioFee$10k

ITA0.37%$37

CIBR0.58%$58

TCAI0.65%$65

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

Yields: TCAI, CIBR, ITA

0.58%highest, ITA

FundTrailing yieldYield$10k

ITA0.58%$58

CIBR0.43%$43

TCAI0.05%$5

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

Income After Fees on $10,000

$21most kept, ITA

ITA$58 − $37 = $21

CIBR$43 − $58 = −$15

TCAI$5 − $65 = −$60

KeptFee

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

Overlap: TCAI, CIBR, ITA

Today

1.8%most shared, TCAI and CIBR

TCAICIBRITA

TCAI—1.8%0.0%

CIBR1.8%—0.0%

ITA0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+21.1%CIBR, at 31.1% volatility

ITAWorst drop−20.0%23.7% vol

CIBRWorst drop−20.6%31.1% vol

TCAIWorst drop−46.4%49.6% vol

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

Paid More vs Made More

YTD

ITACIBR

−3.4%Year to date+27.7%

0.6%Yield0.4%

−1.0%Past year+21.1%

0.37%Fee0.58%

2–2level

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026