Compare · 3 funds side by side · dividends reinvested

TCAI, VIG and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

TCAI, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+19.2%+5.3%[…][…]−39.3%47.7%$202M2.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: TCAI 2025 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $202M[…]

TCAI

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

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

TCAIMeasureVIG

+19.2%Year to dateJan 1 → Nov 4+16.4%

+5.3%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

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

0.04%Trailing 12-mo yield$4 · $144 a year on $10k1.44%

−39.3%Worst dropSmaller is better−7.9%

47.7%VolatilityLower is calmer10.2%

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

1–5VIG wins

End-of-day Nov 4, 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

24.5%in top 5

VIG

in top 522.1%

TCAIStockVIG

6.6%VRTnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.7%DELLnot top 5

4.7%MUnot top 5

4.4%PWRnot top 5

not top 5AVGO4.3%

4.1%SNDKnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common1.4%

End-of-day Nov 4, 2026 · share of each fund

TCAI vs VIG Returns, Every Period

TortoiseTCAI

+5.3%

past year

VIGVanguard

+18.9%

past year

TCAIVIGFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: TCAI vs VIG

YTD

TortoiseTCAI

+19.2%

VIGVanguard

+16.4%

+19.2%Year to date+16.4%

−39.3%Worst drop · 1Y−7.9%

47.7%Volatility · 1Y10.2%

0.0%Yield1.4%

$202MAssets$109B

3–1VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

TCAI0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TCAI, VIG, SMH

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SMH0.22%$22

TCAI0.04%$4

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SMH$22 − $35 = −$13

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TCAI, VIG, SMH

Today

10.3%most shared, VIG and SMH

TCAIVIGSMH

TCAI—1.4%4.6%

VIG1.4%—10.3%

SMH4.6%10.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

VIGWorst drop−7.9%10.2% vol

SMHWorst drop−24.6%41.2% vol

TCAIWorst drop−39.3%47.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSMH

+16.4%Year to date+40.0%

1.4%Yield0.2%

+18.9%Past year+38.2%

0.04%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026