Compare · 4 funds side by side · dividends reinvested

TCAI, VIG, CIBR and SMH

TCAITortoise×VIGVanguard×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

TCAI, VIG, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.1

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+19.6%+9.8%[…][…]−46.4%50.0%$177M3.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: TCAI 2025 · VIG 2006 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $177M[…]

TCAI

CIBR

First Trust Nasdaq Cybersecurity ETF · $15.8B$17,956

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

TCAIMeasureCIBR

+19.6%Year to dateJan 1 → Nov 9+32.8%

+9.8%1 yearTotal return+27.5%

[…]3 years · per year$10,000 became […] · $21,296+28.7%

[…]5 years · per year$10,000 became […] · $17,956+12.4%

0.65%Expense ratio$65 · $58 a year on $10k · lower is better0.58%

0.04%Trailing 12-mo yield$4 · $42 a year on $10k0.42%

−46.4%Worst dropSmaller is better−20.6%

50.0%VolatilityLower is calmer31.3%

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

0–6CIBR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCAI vs CIBR: Top 5 Holdings

Today

TCAI

25.5%in top 5

CIBR

in top 536.0%

TCAIStockCIBR

not top 5CRWD8.3%

not top 5CSCO7.5%

not top 5PANW7.2%

not top 5AVGO7.0%

not top 5FTNT6.1%

6.0%VRTnot top 5

5.6%SNDKnot top 5

5.2%MTZnot top 5

4.5%MUnot top 5

4.3%PWRnot top 5

Held in common1.9%

End-of-day Nov 9, 2026 · share of each fund

TCAI vs CIBR Returns, Every Period

TortoiseTCAI

+9.8%

past year

CIBRFirst Trust

+27.5%

past year

TCAICIBRFaded: behind in that period

0–2CIBR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: TCAI vs VIG

YTD

TortoiseTCAI

+19.6%

VIGVanguard

+14.8%

+19.6%Year to date+14.8%

−46.4%Worst drop · 1Y−7.9%

50.0%Volatility · 1Y11.0%

0.0%Yield1.5%

$177MAssets$109B

3–1VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, VIG, CIBR, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

CIBR0.58%$58

TCAI0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TCAI, VIG, CIBR, SMH

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

CIBR0.42%$42

SMH0.23%$23

TCAI0.04%$4

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TCAI, VIG, CIBR, SMH

Today

10.3%most shared, VIG and SMH

TCAIVIGCIBRSMH

TCAI—1.4%1.9%4.2%

VIG1.4%—9.9%10.3%

CIBR1.9%9.9%—5.7%

SMH4.2%10.3%5.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VIGWorst drop−7.9%11.0% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.1% vol

TCAIWorst drop−46.4%50.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSMH

+14.8%Year to date+35.3%

1.5%Yield0.2%

+17.6%Past year+39.3%

0.04%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026