Compare · 4 funds side by side · dividends reinvested

TCAI, VIG, CIBR and SCHD

TCAITortoise×VIGVanguard×CIBRFirst Trust×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,242CIBR · best of the four

02 / 04

TCAI, VIG, CIBR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

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%$177M4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: TCAI 2025 · VIG 2006 · CIBR 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $177M[…]

TCAI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

TCAIMeasureVIG

+11.1%Year to dateJan 1 → Nov 6+12.1%

−1.1%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

0.05%Trailing 12-mo yield$5 · $150 a year on $10k1.50%

−46.4%Worst dropSmaller is better−7.9%

49.6%VolatilityLower is calmer10.8%

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

0–6VIG 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 VIG: Top 5 Holdings

Today

TCAI

25.5%in top 5

VIG

in top 522.1%

TCAIStockVIG

6.1%VRTnot top 5

5.7%SNDKnot top 5

5.0%MTZnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.5%MUnot top 5

not top 5AVGO4.3%

4.2%PWRnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common1.4%

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

TCAI vs VIG Returns, Every Period

TortoiseTCAI

−1.1%

past year

VIGVanguard

+14.3%

past year

TCAIVIGFaded: behind in that period

0–2VIG wins

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

Thematic vs Income: TCAI vs SCHD

YTD

TortoiseTCAI

+11.1%

SCHDSchwab

+31.4%

+11.1%Year to date+31.4%

−46.4%Worst drop · 1Y−6.9%

49.6%Volatility · 1Y11.7%

0.0%Yield3.0%

$177MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: TCAI, VIG, CIBR, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CIBR0.58%$58

TCAI0.65%$65

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

Yields: TCAI, VIG, CIBR, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

CIBR0.43%$43

TCAI0.05%$5

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CIBR$43 − $58 = −$15

TCAI$5 − $65 = −$60

KeptFee

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

Overlap: TCAI, VIG, CIBR, SCHD

Today

14.5%most shared, VIG and SCHD

TCAIVIGCIBRSCHD

TCAI—1.4%1.8%0.0%

VIG1.4%—10.0%14.5%

CIBR1.8%10.0%—3.3%

SCHD0.0%14.5%3.3%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CIBRWorst drop−20.6%31.1% 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

SCHDCIBR

+31.4%Year to date+27.7%

3.0%Yield0.4%

+37.0%Past year+21.1%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026