Compare · 4 funds side by side · dividends reinvested

TCAI, SMH, VOO and SPY

TCAITortoise×SMHVanEck×VOOVanguard×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$39,579SMH · best of the four

02 / 04

TCAI, SMH, VOO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.6

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+31.3%+18.6%[…][…]−36.5%46.8%$202M3.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: TCAI 2025 · SMH 2011 · VOO 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $202M[…]

TCAI

SMH

VanEck Semiconductor ETF · $65.8B$39,579

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

TCAIMeasureSMH

+31.3%Year to dateJan 1 → Nov 3+44.0%

+18.6%1 yearTotal return+43.3%

[…]3 years · per year$10,000 became […] · $38,001+56.1%

[…]5 years · per year$10,000 became […] · $39,579+31.7%

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

0.04%Trailing 12-mo yield$4 · $21 a year on $10k0.21%

−36.5%Worst dropSmaller is better−24.6%

46.8%VolatilityLower is calmer41.1%

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

0–6SMH wins

End-of-day Nov 3, 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

24.6%in top 5

SMH

in top 546.9%

TCAIStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

6.6%VRTnot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.1%

4.8%MUnot top 5

4.8%DELLnot top 5

4.4%PWRnot top 5

4.1%SNDKnot top 5

Held in common4.6%

End-of-day Nov 3, 2026 · share of each fund

TCAI vs SMH Returns, Every Period

TortoiseTCAI

+18.6%

past year

SMHVanEck

+43.3%

past year

TCAISMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Core: TCAI vs VOO

YTD

TortoiseTCAI

+31.3%

VOOVanguard

+11.5%

+31.3%Year to date+11.5%

−36.5%Worst drop · 1Y−8.9%

46.8%Volatility · 1Y12.7%

0.0%Yield1.1%

$202MAssets$1.00T

3–1VOO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, SMH, VOO, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

SMH0.35%$35

TCAI0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TCAI, SMH, VOO, SPY

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SPY1.01%$101

SMH0.21%$21

TCAI0.04%$4

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

SMH$21 − $35 = −$14

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TCAI, SMH, VOO, SPY

Today

95.5%most shared, VOO and SPY

TCAISMHVOOSPY

TCAI—4.6%5.2%4.6%

SMH4.6%—18.8%17.2%

VOO5.2%18.8%—95.5%

SPY4.6%17.2%95.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+43.3%SMH, at 41.1% volatility

VOOWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

SMHWorst drop−24.6%41.1% vol

TCAIWorst drop−36.5%46.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSMH

+11.5%Year to date+44.0%

1.1%Yield0.2%

+11.9%Past year+43.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026