Compare · 3 funds side by side · dividends reinvested

TCAI, SCHD and IGV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

TCAI, SCHD and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B2.4

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.05%+11.1%−1.1%[…][…]−46.4%49.6%$170M2.5

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 · SCHD 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $170M[…]

TCAI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TCAIMeasureSCHD

+11.1%Year to dateJan 1 → Nov 6+31.4%

−1.1%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

0.05%Trailing 12-mo yield$5 · $300 a year on $10k3.00%

−46.4%Worst dropSmaller is better−6.9%

49.6%VolatilityLower is calmer11.7%

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

0–6SCHD 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 SCHD: Top 5 Holdings

Today

TCAI

25.5%in top 5

SCHD

in top 521.4%

TCAIStockSCHD

6.1%VRTnot top 5

5.7%SNDKnot top 5

5.0%MTZnot top 5

4.5%MUnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

4.2%PWRnot top 5

not top 5AMGN4.1%

Held in common0.0%

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

TCAI vs SCHD Returns, Every Period

TortoiseTCAI

−1.1%

past year

SCHDSchwab

+37.0%

past year

TCAISCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: TCAI vs SCHD

YTD

TortoiseTCAI

+11.1%

SCHDSchwab

+31.4%

+11.1%Year to date+31.4%

−46.4%Worst drop · 1Y−6.9%

49.6%Volatility · 1Y11.7%

0.0%Yield3.0%

$170MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: TCAI, SCHD, IGV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IGV0.38%$38

TCAI0.65%$65

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

Yields: TCAI, SCHD, IGV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

TCAI0.05%$5

IGV0.02%$2

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IGV$2 − $38 = −$36

TCAI$5 − $65 = −$60

KeptFee

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

Overlap: TCAI, SCHD, IGV

Today

0.6%most shared, TCAI and IGV

TCAISCHDIGV

TCAI—0.0%0.6%

SCHD0.0%—0.0%

IGV0.6%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

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

SCHDTCAI

+31.4%Year to date+11.1%

3.0%Yield0.0%

+37.0%Past year−1.1%

0.06%Fee0.65%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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