Compare · 3 funds side by side · dividends reinvested

TCAI, SPY and CIBR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,492CIBR · best of the three

02 / 04

TCAI, SPY and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.5

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B1.5

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.05%+5.2%−5.1%[…][…]−46.4%49.3%$193M3.0

Rank among the three1st → 3rdFee, 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 · SPY 1993 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $193M[…]

TCAI

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

TCAIMeasureSPY

+5.2%Year to dateJan 1 → Nov 5+8.3%

−5.1%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.65%Expense ratio$65 · $9 a year on $10k · lower is better0.09%

0.05%Trailing 12-mo yield$5 · $103 a year on $10k1.03%

−46.4%Worst dropSmaller is better−8.9%

49.3%VolatilityLower is calmer13.6%

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

0–6SPY 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 SPY: Top 5 Holdings

Today

TCAI

24.3%in top 5

SPY

in top 527.7%

TCAIStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

6.3%VRTnot top 5

not top 5MSFT6.2%

4.8%MUnot top 5

4.7%DELLnot top 5

4.3%PWRnot top 5

4.2%SNDKnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common4.0%

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

TCAI vs SPY Returns, Every Period

TortoiseTCAI

−5.1%

past year

SPYSPDR

+9.7%

past year

TCAISPYFaded: behind in that period

0–2SPY wins

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

Thematic vs Core: TCAI vs SPY

YTD

TortoiseTCAI

+5.2%

SPYSPDR

+8.3%

+5.2%Year to date+8.3%

−46.4%Worst drop · 1Y−8.9%

49.3%Volatility · 1Y13.6%

0.0%Yield1.0%

$193MAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: TCAI, SPY, CIBR

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CIBR0.58%$58

TCAI0.65%$65

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

Yields: TCAI, SPY, CIBR

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

CIBR0.43%$43

TCAI0.05%$5

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

CIBR$43 − $58 = −$15

TCAI$5 − $65 = −$60

KeptFee

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

Overlap: TCAI, SPY, CIBR

Today

9.0%most shared, SPY and CIBR

TCAISPYCIBR

TCAI—4.0%1.9%

SPY4.0%—9.0%

CIBR1.9%9.0%—

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

Return vs Bumpiness: 3 ETFs

+21.3%CIBR, at 31.1% volatility

SPYWorst drop−8.9%13.6% vol

CIBRWorst drop−20.6%31.1% 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

SPYCIBR

+8.3%Year to date+27.7%

1.0%Yield0.4%

+9.7%Past year+21.3%

0.09%Fee0.58%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026