Compare · 4 funds side by side · dividends reinvested

TCAI, SMH, VOO and IVV

TCAITortoise×SMHVanEck×VOOVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

TCAI, SMH, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.1

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.05%+5.2%−5.1%[…][…]−46.4%49.3%$170M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: TCAI 2025 · SMH 2011 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $170M[…]

TCAI

SMH

VanEck Semiconductor ETF · $57.7B$33,824

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

TCAIMeasureSMH

+5.2%Year to dateJan 1 → Nov 5+24.3%

−5.1%1 yearTotal return+27.3%

[…]3 years · per year$10,000 became […] · $32,662+48.4%

[…]5 years · per year$10,000 became […] · $33,824+27.6%

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

0.05%Trailing 12-mo yield$5 · $25 a year on $10k0.25%

−46.4%Worst dropSmaller is better−33.1%

49.3%VolatilityLower is calmer42.8%

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

0–6SMH wins

End-of-day Nov 5, 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

24.3%in top 5

SMH

in top 547.4%

TCAIStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

6.3%VRTnot top 5

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

4.8%MUnot top 5

4.7%DELLnot top 5

4.3%PWRnot top 5

4.2%SNDKnot top 5

Held in common4.4%

End-of-day Nov 5, 2026 · share of each fund

TCAI vs SMH Returns, Every Period

TortoiseTCAI

−5.1%

past year

SMHVanEck

+27.3%

past year

TCAISMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Core: TCAI vs IVV

YTD

TortoiseTCAI

+5.2%

IVViShares

+8.4%

+5.2%Year to date+8.4%

−46.4%Worst drop · 1Y−8.9%

49.3%Volatility · 1Y13.6%

0.0%Yield1.1%

$170MAssets$850B

4–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, SMH, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SMH0.35%$35

TCAI0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TCAI, SMH, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

SMH0.25%$25

TCAI0.05%$5

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SMH$25 − $35 = −$10

TCAI$5 − $65 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TCAI, SMH, VOO, IVV

Today

93.5%most shared, VOO and IVV

TCAISMHVOOIVV

TCAI—4.4%5.2%4.0%

SMH4.4%—18.8%15.6%

VOO5.2%18.8%—93.5%

IVV4.0%15.6%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

SMHWorst drop−33.1%42.8% vol

TCAIWorst drop−46.4%49.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSMH

+8.4%Year to date+24.3%

1.1%Yield0.2%

+9.7%Past year+27.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026