Compare · 3 funds side by side · dividends reinvested

TCAI, IVV and CIBR

TCAITortoise×IVViShares×CIBRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,492CIBR · best of the three

02 / 04

TCAI, IVV and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.6%+26.6%+31.0%+13.5%−21.1%30.5%$16.9B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+19.2%+5.3%[…][…]−39.3%47.7%$193M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: TCAI 2025 · IVV 2000 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $193M[…]

TCAI

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

TCAIMeasureIVV

+19.2%Year to dateJan 1 → Nov 5+13.4%

+5.3%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

0.04%Trailing 12-mo yield$4 · $109 a year on $10k1.09%

−39.3%Worst dropSmaller is better−8.9%

47.7%VolatilityLower is calmer12.9%

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

1–5IVV 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 IVV: Top 5 Holdings

Today

TCAI

24.3%in top 5

IVV

in top 527.7%

TCAIStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

6.3%VRTnot top 5

not top 5MSFT6.2%

4.8%MUnot top 5

4.7%DELLnot top 5

4.3%PWRnot top 5

4.2%SNDKnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common4.0%

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

TCAI vs IVV Returns, Every Period

TortoiseTCAI

+5.3%

past year

IVViShares

+13.5%

past year

TCAIIVVFaded: behind in that period

1–1Level

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

Thematic vs Core: TCAI vs IVV

YTD

TortoiseTCAI

+19.2%

IVViShares

+13.4%

+19.2%Year to date+13.4%

−39.3%Worst drop · 1Y−8.9%

47.7%Volatility · 1Y12.9%

0.0%Yield1.1%

$193MAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, IVV, CIBR

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CIBR0.58%$58

TCAI0.65%$65

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

Yields: TCAI, IVV, CIBR

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

CIBR0.40%$40

TCAI0.04%$4

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

CIBR$40 − $58 = −$18

TCAI$4 − $65 = −$61

KeptFee

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

Overlap: TCAI, IVV, CIBR

Today

9.0%most shared, IVV and CIBR

TCAIIVVCIBR

TCAI—4.0%1.9%

IVV4.0%—9.0%

CIBR1.9%9.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.6%CIBR, at 30.5% volatility

IVVWorst drop−8.9%12.9% vol

CIBRWorst drop−21.1%30.5% vol

TCAIWorst drop−39.3%47.7% vol

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

Paid More vs Made More

YTD

IVVCIBR

+13.4%Year to date+36.6%

1.1%Yield0.4%

+13.5%Past year+26.6%

0.03%Fee0.58%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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 5, 2026