Compare · 4 funds side by side · dividends reinvested

TCAI, VIG, SMH and SCHD

TCAITortoise×VIGVanguard×SMHVanEck×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

TCAI, VIG, SMH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.3

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+19.2%+5.3%[…][…]−39.3%47.7%$193M3.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: TCAI 2025 · VIG 2006 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $193M[…]

TCAI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

TCAIMeasureVIG

+19.2%Year to dateJan 1 → Nov 5+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 5, 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

24.3%in top 5

VIG

in top 522.1%

TCAIStockVIG

6.3%VRTnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%MUnot top 5

4.7%DELLnot top 5

not top 5AVGO4.3%

4.3%PWRnot top 5

4.2%SNDKnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common1.4%

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

Thematic vs Income: TCAI vs SCHD

YTD

TortoiseTCAI

+19.2%

SCHDSchwab

+35.3%

+19.2%Year to date+35.3%

−39.3%Worst drop · 1Y−6.9%

47.7%Volatility · 1Y11.5%

0.0%Yield2.9%

$193MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: TCAI, VIG, SMH, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

TCAI0.65%$65

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

Yields: TCAI, VIG, SMH, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

SMH0.22%$22

TCAI0.04%$4

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

SMH$22 − $35 = −$13

TCAI$4 − $65 = −$61

KeptFee

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

Overlap: TCAI, VIG, SMH, SCHD

Today

14.5%most shared, VIG and SCHD

TCAIVIGSMHSCHD

TCAI—1.4%4.4%0.0%

VIG1.4%—10.3%14.5%

SMH4.4%10.3%—8.6%

SCHD0.0%14.5%8.6%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

SMHWorst drop−24.6%41.2% vol

TCAIWorst drop−39.3%47.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+35.3%Year to date+40.0%

2.9%Yield0.2%

+41.6%Past year+38.2%

0.06%Fee0.35%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026