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%$10.4B1.0

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

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

End-of-day Nov 5, 2026 · returns include dividends · since: TCAI 2025 · FDVV 2016

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $170M[…]

TCAI

FDVV

Fidelity High Dividend ETF · $10.4B$19,381

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

TCAIMeasureFDVV

+5.2%Year to dateJan 1 → Nov 5+15.1%

−5.1%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%

0.05%Trailing 12-mo yield$5 · $269 a year on $10k2.69%

−46.4%Worst dropSmaller is better−9.3%

49.3%VolatilityLower is calmer11.0%

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

0–6FDVV 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 FDVV: Top 5 Holdings

Today

TCAI

24.3%in top 5

FDVV

in top 524.6%

TCAIStockFDVV

not top 5AAPL7.0%

not top 5NVDA6.5%

6.3%VRTnot top 5

not top 5MSFT5.8%

4.8%MUnot top 5

4.7%DELLnot top 5

4.3%PWRnot top 5

4.2%SNDKnot top 5

not top 5JPM2.7%

not top 5AVGO2.6%

Held in common2.4%

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

TCAI vs FDVV Returns, Every Period

TortoiseTCAI

−5.1%

past year

FDVVFidelity

+17.7%

past year

TCAIFDVVFaded: behind in that period

0–2FDVV wins

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

Thematic vs Income: TCAI vs FDVV

YTD

TortoiseTCAI

+5.2%

FDVVFidelity

+15.1%

+5.2%Year to date+15.1%

−46.4%Worst drop · 1Y−9.3%

49.3%Volatility · 1Y11.0%

0.0%Yield2.7%

$170MAssets$10.4B

4–0FDVV wins

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

Yields: TCAI, FDVV

2.69%highest, FDVV

FundTrailing yieldYield$10k

FDVV2.69%$269

TCAI0.05%$5

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

Income After Fees on $10,000

$254most kept, FDVV

FDVV$269 − $15 = $254

TCAI$5 − $65 = −$60

KeptFee

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

Overlap: TCAI, FDVV

Today

2.4%most shared, TCAI and FDVV

TCAIFDVV

TCAI—2.4%

FDVV2.4%—

End-of-day Nov 5, 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−46.4%49.3% vol

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

Paid More vs Made More

YTD

FDVVTCAI

+15.1%Year to date+5.2%

2.7%Yield0.0%

+17.7%Past year−5.1%

0.15%Fee0.65%

4–0FDVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026