Compare · 4 funds side by side · dividends reinvested

TCAI, SMH, IVV and SOXX

TCAITortoise×SMHVanEck×IVViShares×SOXXiShares×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,624SMH · best of the four

Story of the four · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the four · RiskSmallest drop

TCAI, SMH, IVV and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$60.7B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.3%+49.9%+41.3%+22.9%−39.5%49.8%$37.5B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B2.1

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+17.3%+8.4%[…][…]−46.4%50.1%$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 10, 2026 · returns include dividends · since: TCAI 2025 · SMH 2011 · IVV 2000 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Tortoise AI Infrastructure ETF · $177M[…]

TCAI

More Ways to See the Pairs

TCAI vs SMH: Top 5 Holdings

Today

TCAI

25.5%in top 5

SMH

in top 546.4%

TCAIStockSMH

not top 5NVDA18.9%

not top 5TSM9.8%

6.1%VRTnot top 5

not top 5TXN6.0%

not top 5AVGO5.9%

Cost, Income and Risk

Fees: TCAI, SMH, IVV, SOXX

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SOXX0.33%$33

SMH0.35%$35

TCAI0.65%$65

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SMH

VanEck Semiconductor ETF · $60.7B$35,624

$10,000 five years ago, dividends reinvested · they hold 4.2% in common

TCAIMeasureSMH

+17.3%Year to dateJan 1 → Nov 10+34.3%

+8.4%1 yearTotal return+39.4%

[…]3 years · per year$10,000 became […] · $32,788+48.6%

[…]5 years · per year$10,000 became […] · $35,624+28.9%

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

0.04%Trailing 12-mo yield$4 · $23 a year on $10k0.23%

−46.4%Worst dropSmaller is better−33.1%

50.1%VolatilityLower is calmer43.1%

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

0–6SMH wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMD5.8%

5.5%SNDKnot top 5

5.2%MTZnot top 5

4.4%MUnot top 5

4.3%PWRnot top 5

Held in common4.2%

End-of-day Nov 10, 2026 · share of each fund

TCAI vs SMH Returns, Every Period

1Y

TortoiseTCAI

+8.4%

past year

SMHVanEck

+39.4%

past year

TCAISMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Core: TCAI vs IVV

YTD

TortoiseTCAI

+17.3%

IVViShares

+10.9%

+17.3%Year to date+10.9%

−46.4%Worst drop · 1Y−8.9%

50.1%Volatility · 1Y13.8%

0.0%Yield1.1%

$177MAssets$875B

3–1IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: TCAI, SMH, IVV, SOXX

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SOXX0.28%$28

SMH0.23%$23

TCAI0.04%$4

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: TCAI, SMH, IVV, SOXX

Today

69.9%most shared, SMH and SOXX

TCAISMHIVVSOXX

TCAI—4.2%3.9%5.8%

SMH4.2%—15.0%69.9%

IVV3.9%15.0%—14.7%

SOXX5.8%69.9%14.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+49.9%SOXX, at 49.8% volatility

IVVWorst drop−8.9%13.8% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

TCAIWorst drop−46.4%50.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSOXX

+10.9%Year to date+46.3%

1.1%Yield0.3%

+13.0%Past year+49.9%

0.03%Fee0.33%

2–2level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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TCAI, SMH, IVV and SOXX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four