Compare · 4 funds side by side · dividends reinvested

TCAI, SMH, QQQ and CIBR

TCAITortoise×SMHVanEck×QQQInvesco×CIBRFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

TCAI, SMH, QQQ and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$446B2.0

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.3

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 6, 2026 · returns include dividends · since: TCAI 2025 · SMH 2011 · QQQ 1999 · 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$34,950

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

TCAIMeasureSMH

+11.1%Year to dateJan 1 → Nov 6+28.8%

−1.1%1 yearTotal return+29.5%

[…]3 years · per year$10,000 became […] · $33,022+48.9%

[…]5 years · per year$10,000 became […] · $34,950+28.4%

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

0.05%Trailing 12-mo yield$5 · $24 a year on $10k0.24%

−46.4%Worst dropSmaller is better−33.1%

49.6%VolatilityLower is calmer42.9%

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

0–6SMH 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 SMH: Top 5 Holdings

Today

TCAI

25.5%in top 5

SMH

in top 547.8%

TCAIStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

6.1%VRTnot top 5

not top 5AVGO5.9%

5.7%SNDKnot top 5

not top 5ADI5.0%

5.0%MTZnot top 5

4.5%MUnot top 5

4.2%PWRnot top 5

Held in common4.1%

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

TCAI vs SMH Returns, Every Period

TortoiseTCAI

−1.1%

past year

SMHVanEck

+29.5%

past year

TCAISMHFaded: behind in that period

0–2SMH wins

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

Thematic vs Core: TCAI vs QQQ

YTD

TortoiseTCAI

+11.1%

QQQInvesco

+7.2%

+11.1%Year to date+7.2%

−46.4%Worst drop · 1Y−14.8%

49.6%Volatility · 1Y21.3%

0.0%Yield0.5%

$177MAssets$446B

3–1QQQ wins

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

Cost, Income and Risk

Fees: TCAI, SMH, QQQ, CIBR

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

SMH0.35%$35

CIBR0.58%$58

TCAI0.65%$65

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

Yields: TCAI, SMH, QQQ, CIBR

0.47%highest, QQQ

FundTrailing yieldYield$10k

QQQ0.47%$47

CIBR0.43%$43

SMH0.24%$24

TCAI0.05%$5

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

Income After Fees on $10,000

$29most kept, QQQ

QQQ$47 − $18 = $29

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

TCAI$5 − $65 = −$60

KeptFee

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

Overlap: TCAI, SMH, QQQ, CIBR

Today

27.3%most shared, SMH and QQQ

TCAISMHQQQCIBR

TCAI—4.1%5.8%1.8%

SMH4.1%—27.3%5.9%

QQQ5.8%27.3%—11.4%

CIBR1.8%5.9%11.4%—

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

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

QQQWorst drop−14.8%21.3% vol

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.9% 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

QQQSMH

+7.2%Year to date+28.8%

0.5%Yield0.2%

+5.8%Past year+29.5%

0.18%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–0QQQM wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 6, 2026