Compare · 4 funds side by side · dividends reinvested

TCAI, FDVV, SMH and SCHD

TCAITortoise×FDVVFidelity×SMHVanEck×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,624SMH · best of the four

Story of the four · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the four · RiskSmallest drop

TCAI, FDVV, SMH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$60.7B2.0

Fidelity High Dividend ETF Income · Dividend stocks0.15%2.75%+12.4%+15.3%+20.6%+13.3%−9.3%11.6%$10.4B2.3

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+17.3%+8.4%[…][…]−46.4%50.1%$177M3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: TCAI 2025 · FDVV 2016 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Tortoise AI Infrastructure ETF · $177M[…]

TCAI

More Ways to See the Pairs

TCAI vs SCHD: Top 5 Holdings

Today

TCAI

25.5%in top 5

SCHD

in top 521.4%

TCAIStockSCHD

6.1%VRTnot top 5

5.5%SNDKnot top 5

5.2%MTZnot top 5

not top 5PG4.4%

4.4%MUnot top 5

Cost, Income and Risk

Fees: TCAI, FDVV, SMH, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDVV0.15%$15

SMH0.35%$35

TCAI0.65%$65

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TCAIMeasureSCHD

+17.3%Year to dateJan 1 → Nov 10+33.8%

+8.4%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

0.04%Trailing 12-mo yield$4 · $294 a year on $10k2.94%

−46.4%Worst dropSmaller is better−6.9%

50.1%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%PWRnot top 5

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

TCAI vs SCHD Returns, Every Period

1Y

TortoiseTCAI

+8.4%

past year

SCHDSchwab

+38.8%

past year

TCAISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: TCAI vs SCHD

YTD

TortoiseTCAI

+17.3%

SCHDSchwab

+33.8%

+17.3%Year to date+33.8%

−46.4%Worst drop · 1Y−6.9%

50.1%Volatility · 1Y11.8%

0.0%Yield2.9%

$177MAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: TCAI, FDVV, SMH, SCHD

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

FDVV2.75%$275

SMH0.23%$23

TCAI0.04%$4

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

FDVV$275 − $15 = $260

SMH$23 − $35 = −$12

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: TCAI, FDVV, SMH, SCHD

Today

16.0%most shared, FDVV and SCHD

TCAIFDVVSMHSCHD

TCAI—2.3%4.2%0.0%

FDVV2.3%—9.9%16.0%

SMH4.2%9.9%—8.2%

SCHD0.0%16.0%8.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.4%SMH, at 43.1% volatility

FDVVWorst drop−9.3%11.6% vol

SCHDWorst drop−6.9%11.8% vol

SMHWorst drop−33.1%43.1% vol

TCAIWorst drop−46.4%50.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+33.8%Year to date+34.3%

2.9%Yield0.2%

+38.8%Past year+39.4%

0.06%Fee0.35%

2–2level

End-of-day Nov 10, 2026

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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TCAI, FDVV, SMH and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four