Compare · 3 funds side by side · dividends reinvested

TCAI, JEPQ and CIBR

TCAITortoise×JEPQJ.P. Morgan×CIBRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,242CIBR · best of the three

02 / 04

TCAI, JEPQ and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.6

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.05%+11.1%−1.1%[…][…]−46.4%49.6%$177M2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: TCAI 2025 · JEPQ 2022 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $177M[…]

TCAI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

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

TCAIMeasureJEPQ

+11.1%Year to dateJan 1 → Nov 6+3.2%

−1.1%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

0.05%Trailing 12-mo yield$5 · $1,279 a year on $10k12.79%

−46.4%Worst dropSmaller is better−11.5%

49.6%VolatilityLower is calmer16.7%

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

1–5JEPQ wins

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 JEPQ: Top 5 Holdings

Today

TCAI

25.5%in top 5

JEPQ

in top 528.9%

TCAIStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

6.1%VRTnot top 5

not top 5MSFT6.1%

5.7%SNDKnot top 5

5.0%MTZnot top 5

4.5%MUnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

4.2%PWRnot top 5

Held in common5.2%

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

TCAI vs JEPQ Returns, Every Period

TortoiseTCAI

−1.1%

past year

JEPQJ.P. Morgan

+4.5%

past year

TCAIJEPQFaded: behind in that period

1–1Level

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

Thematic vs Income: TCAI vs JEPQ

YTD

TortoiseTCAI

+11.1%

JEPQJ.P. Morgan

+3.2%

+11.1%Year to date+3.2%

−46.4%Worst drop · 1Y−11.5%

49.6%Volatility · 1Y16.7%

0.0%Yield12.8%

$177MAssets$40.7B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: TCAI, JEPQ, CIBR

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

CIBR0.58%$58

TCAI0.65%$65

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

Yields: TCAI, JEPQ, CIBR

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

CIBR0.43%$43

TCAI0.05%$5

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CIBR$43 − $58 = −$15

TCAI$5 − $65 = −$60

KeptFee

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

Overlap: TCAI, JEPQ, CIBR

Today

7.6%most shared, JEPQ and CIBR

TCAIJEPQCIBR

TCAI—5.2%1.8%

JEPQ5.2%—7.6%

CIBR1.8%7.6%—

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

Return vs Bumpiness: 3 ETFs

+21.1%CIBR, at 31.1% volatility

JEPQWorst drop−11.5%16.7% vol

CIBRWorst drop−20.6%31.1% 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

JEPQCIBR

+3.2%Year to date+27.7%

12.8%Yield0.4%

+4.5%Past year+21.1%

0.35%Fee0.58%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026