Compare · 2 funds side by side · dividends reinvested

TCAI and IGV

TCAITortoise×IGViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,265IGV · best of the two

02 / 04

TCAI and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B1.4

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.05%+11.1%−1.1%[…][…]−46.4%49.6%$170M1.5

Rank among the two1st → 2ndFee, 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 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $170M[…]

TCAI

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

TCAIMeasureIGV

+11.1%Year to dateJan 1 → Nov 6−6.4%

−1.1%1 yearTotal return−11.5%

[…]3 years · per year$10,000 became […] · $14,533+13.3%

[…]5 years · per year$10,000 became […] · $11,264+2.4%

0.65%Expense ratio$65 · $38 a year on $10k · lower is better0.38%

0.05%Trailing 12-mo yield$5 · $2 a year on $10k0.02%

−46.4%Worst dropSmaller is better−33.2%

49.6%VolatilityLower is calmer32.9%

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

3–3Level

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 IGV: Top 5 Holdings

Today

TCAI

25.5%in top 5

IGV

in top 540.4%

TCAIStockIGV

not top 5MSFT9.5%

not top 5PANW8.2%

not top 5PLTR7.9%

not top 5CRWD7.8%

not top 5ORCL7.0%

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 common0.6%

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

TCAI vs IGV Returns, Every Period

TortoiseTCAI

−1.1%

past year

IGViShares

−11.5%

past year

TCAIIGVFaded: behind in that period

2–0TCAI wins

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

TCAI vs IGV

YTD

TortoiseTCAI

+11.1%

IGViShares

−6.4%

+11.1%Year to date−6.4%

−46.4%Worst drop · 1Y−33.2%

49.6%Volatility · 1Y32.9%

0.0%Yield0.0%

$170MAssets$12.4B

2–1IGV wins

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

Cost, Income and Risk

Fees: TCAI, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

TCAI0.65%$65

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

Yields: TCAI, IGV

0.05%highest, TCAI

FundTrailing yieldYield$10k

TCAI0.05%$5

IGV0.02%$2

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

Income After Fees on $10,000

−$36most kept, IGV

IGV$2 − $38 = −$36

TCAI$5 − $65 = −$60

KeptFee

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

Overlap: TCAI, IGV

Today

0.6%most shared, TCAI and IGV

TCAIIGV

TCAI—0.6%

IGV0.6%—

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

Return vs Bumpiness: 2 ETFs

−1.1%TCAI, at 49.6% volatility

IGVWorst drop−33.2%32.9% 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

TCAIIGV

+11.1%Year to date−6.4%

0.0%Yield0.0%

−1.1%Past year−11.5%

0.65%Fee0.38%

2–1TCAI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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