Compare · 4 funds side by side · dividends reinvested

TCAI, SMH, JEPI and CIBR

TCAITortoise×SMHVanEck×JEPIJ.P. Morgan×CIBRFirst Trust×

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, SMH, JEPI and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.1

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+19.6%+9.8%[…][…]−46.4%50.0%$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 · SMH 2011 · JEPI 2020 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $177M[…]

TCAI

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

TCAIMeasureSMH

+19.6%Year to dateJan 1 → Nov 9+35.3%

+9.8%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

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%

50.0%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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCAI vs SMH: Top 5 Holdings

Today

TCAI

25.5%in top 5

SMH

in top 547.7%

TCAIStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

6.0%VRTnot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

5.6%SNDKnot top 5

not top 5AMD5.4%

5.2%MTZnot top 5

4.5%MUnot top 5

4.3%PWRnot top 5

Held in common4.2%

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

TCAI vs SMH Returns, Every Period

TortoiseTCAI

+9.8%

past year

SMHVanEck

+39.3%

past year

TCAISMHFaded: behind in that period

0–2SMH wins

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

Thematic vs Income: TCAI vs JEPI

YTD

TortoiseTCAI

+19.6%

JEPIJ.P. Morgan

+7.5%

+19.6%Year to date+7.5%

−46.4%Worst drop · 1Y−6.7%

50.0%Volatility · 1Y9.0%

0.0%Yield7.9%

$177MAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: TCAI, SMH, JEPI, CIBR

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

JEPI0.35%$35

CIBR0.58%$58

TCAI0.65%$65

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

Yields: TCAI, SMH, JEPI, CIBR

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CIBR0.42%$42

SMH0.23%$23

TCAI0.04%$4

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

TCAI$4 − $65 = −$61

KeptFee

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

Overlap: TCAI, SMH, JEPI, CIBR

Today

7.4%most shared, SMH and JEPI

TCAISMHJEPICIBR

TCAI—4.2%3.7%1.9%

SMH4.2%—7.4%5.7%

JEPI3.7%7.4%—6.5%

CIBR1.9%5.7%6.5%—

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

JEPIWorst drop−6.7%9.0% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.1% vol

TCAIWorst drop−46.4%50.0% vol

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

Paid More vs Made More

YTD

JEPISMH

+7.5%Year to date+35.3%

7.9%Yield0.2%

+10.9%Past year+39.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026