Compare · 4 funds side by side · dividends reinvested

TCAI, IVV, SMH and VOO

TCAITortoise×IVViShares×SMHVanEck×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

TCAI, IVV, SMH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.1

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.05%+11.1%−1.1%[…][…]−46.4%49.6%$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 9, 2026 · returns include dividends · since: TCAI 2025 · IVV 2000 · SMH 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $177M[…]

TCAI

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

TCAIMeasureVOO

+11.1%Year to dateJan 1 → Nov 9+11.3%

−1.1%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

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

0.05%Trailing 12-mo yield$5 · $107 a year on $10k1.07%

−46.4%Worst dropSmaller is better−8.9%

49.6%VolatilityLower is calmer13.7%

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

0–6VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCAI vs VOO: Top 5 Holdings

Today

TCAI

25.5%in top 5

VOO

in top 528.3%

TCAIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

6.1%VRTnot top 5

not top 5MSFT5.8%

5.7%SNDKnot top 5

5.0%MTZnot top 5

4.5%MUnot top 5

4.2%PWRnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common5.2%

End-of-day Nov 9, 2026 · share of each fund

TCAI vs VOO Returns, Every Period

TortoiseTCAI

−1.1%

past year

VOOVanguard

+13.6%

past year

TCAIVOOFaded: behind in that period

0–2VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: TCAI vs IVV

YTD

TortoiseTCAI

+11.1%

IVViShares

+8.7%

+11.1%Year to date+8.7%

−46.4%Worst drop · 1Y−8.9%

49.6%Volatility · 1Y13.6%

0.0%Yield1.1%

$177MAssets$853B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, IVV, SMH, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SMH0.35%$35

TCAI0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TCAI, IVV, SMH, VOO

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.07%$107

SMH0.23%$23

TCAI0.05%$5

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$107 − $3 = $104

SMH$23 − $35 = −$12

TCAI$5 − $65 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TCAI, IVV, SMH, VOO

Today

92.2%most shared, IVV and VOO

TCAIIVVSMHVOO

TCAI—3.6%4.1%5.2%

IVV3.6%—14.5%92.2%

SMH4.1%14.5%—18.8%

VOO5.2%92.2%18.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

IVVWorst drop−8.9%13.6% vol

VOOWorst drop−8.9%13.7% vol

SMHWorst drop−33.1%43.1% vol

TCAIWorst drop−46.4%49.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSMH

+8.7%Year to date+35.3%

1.1%Yield0.2%

+9.8%Past year+39.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026