Compare · 2 funds side by side · dividends reinvested

TCAI and FDVV

TCAITortoise×FDVVFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,381FDVV · best of the two

02 / 04

TCAI and FDVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity High Dividend ETF Income · Dividend stocks0.15%2.69%+15.1%+17.7%+23.2%+14.1%−9.3%11.0%$10.2B1.1

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+19.2%+5.3%[…][…]−39.3%47.7%$193M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: TCAI 2025 · FDVV 2016

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $193M[…]

TCAI

FDVV

Fidelity High Dividend ETF · $10.2B$19,381

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

TCAIMeasureFDVV

+19.2%Year to dateJan 1 → Nov 4+15.1%

+5.3%1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $18,683+23.2%

[…]5 years · per year$10,000 became […] · $19,380+14.1%

0.65%Expense ratio$65 · $15 a year on $10k · lower is better0.15%

0.04%Trailing 12-mo yield$4 · $269 a year on $10k2.69%

−39.3%Worst dropSmaller is better−9.3%

47.7%VolatilityLower is calmer11.0%

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

1–5FDVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCAI vs FDVV: Top 5 Holdings

Today

TCAI

24.5%in top 5

FDVV

in top 524.7%

TCAIStockFDVV

not top 5NVDA6.9%

not top 5AAPL6.8%

6.6%VRTnot top 5

not top 5MSFT5.6%

4.7%DELL2.7%

4.7%MUnot top 5

4.4%PWRnot top 5

4.1%SNDKnot top 5

not top 5AVGO2.7%

Held in common2.7%

End-of-day Nov 4, 2026 · share of each fund

TCAI vs FDVV Returns, Every Period

TortoiseTCAI

+5.3%

past year

FDVVFidelity

+17.7%

past year

TCAIFDVVFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: TCAI vs FDVV

YTD

TortoiseTCAI

+19.2%

FDVVFidelity

+15.1%

+19.2%Year to date+15.1%

−39.3%Worst drop · 1Y−9.3%

47.7%Volatility · 1Y11.0%

0.0%Yield2.7%

$193MAssets$10.2B

3–1FDVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, FDVV

Today

0.15%lowest, FDVV

FundExpense ratioFee$10k

FDVV0.15%$15

TCAI0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TCAI, FDVV

2.69%highest, FDVV

FundTrailing yieldYield$10k

FDVV2.69%$269

TCAI0.04%$4

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$254most kept, FDVV

FDVV$269 − $15 = $254

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TCAI, FDVV

Today

2.7%most shared, TCAI and FDVV

TCAIFDVV

TCAI—2.7%

FDVV2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%FDVV, at 11.0% volatility

FDVVWorst drop−9.3%11.0% vol

TCAIWorst drop−39.3%47.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FDVVTCAI

+15.1%Year to date+19.2%

2.7%Yield0.0%

+17.7%Past year+5.3%

0.15%Fee0.65%

3–1FDVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026