Compare · 3 funds side by side · dividends reinvested

TCAI, SPY and IGV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,358SPY · best of the three

Story of the three · IncomeMost incomeSPY · 1.01% · $101 a year on $10k

Story of the three · RiskSmallest drop

TCAI, SPY and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B1.1

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+17.3%+8.4%[…][…]−46.4%50.1%$190M2.3

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−5.1%−8.3%+12.8%+2.7%−33.2%32.9%$12.9B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: TCAI 2025 · SPY 1993 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Tortoise AI Infrastructure ETF · $190M[…]

TCAI

SPY

State Street SPDR S&P 500 ETF · $792B$17,358

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

TCAIMeasure

More Ways to See the Pairs

TCAI vs SPY: Top 5 Holdings

Today

TCAI

25.5%in top 5

SPY

in top 527.3%

TCAIStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

6.1%VRTnot top 5

5.5%SNDKnot top 5

Cost, Income and Risk

Fees: TCAI, SPY, IGV

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IGV0.38%$38

TCAI0.65%$65

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

Yields: TCAI, SPY, IGV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPY

+17.3%Year to dateJan 1 → Nov 10+10.8%

+8.4%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,888+21.4%

[…]5 years · per year$10,000 became […] · $17,358+11.7%

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

0.04%Trailing 12-mo yield$4 · $101 a year on $10k1.01%

−46.4%Worst dropSmaller is better−8.9%

50.1%VolatilityLower is calmer13.8%

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

1–5SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.2%MTZnot top 5

4.4%MUnot top 5

4.3%PWRnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common3.9%

End-of-day Nov 10, 2026 · share of each fund

TCAI vs SPY Returns, Every Period

1Y

TortoiseTCAI

+8.4%

past year

SPYSPDR

+13.0%

past year

TCAISPYFaded: behind in that period

1–1Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Core: TCAI vs SPY

YTD

TortoiseTCAI

+17.3%

SPYSPDR

+10.8%

+17.3%Year to date+10.8%

−46.4%Worst drop · 1Y−8.9%

50.1%Volatility · 1Y13.8%

0.0%Yield1.0%

$190MAssets$792B

3–1SPY wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

TCAI0.04%$4

IGV0.02%$2

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$92most kept, SPY

SPY$101 − $9 = $92

IGV$2 − $38 = −$36

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: TCAI, SPY, IGV

Today

9.7%most shared, SPY and IGV

TCAISPYIGV

TCAI—3.9%0.7%

SPY3.9%—9.7%

IGV0.7%9.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%SPY, at 13.8% volatility

SPYWorst drop−8.9%13.8% vol

IGVWorst drop−33.2%32.9% vol

TCAIWorst drop−46.4%50.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SPYTCAI

+10.8%Year to date+17.3%

1.0%Yield0.0%

+13.0%Past year+8.4%

0.09%Fee0.65%

3–1SPY wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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TCAI, SPY and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three