Compare · 3 funds side by side · dividends reinvested

TCAI, VOO and CIBR

TCAITortoise×VOOVanguard×CIBRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,857CIBR · best of the three

02 / 04

TCAI, VOO and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.6%+26.6%+31.0%+13.5%−21.1%30.5%$16.8B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.6

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 · VOO 2010 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $202M[…]

TCAI

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

TCAIMeasureVOO

+19.2%Year to dateJan 1 → Nov 4+13.4%

+5.3%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

0.04%Trailing 12-mo yield$4 · $105 a year on $10k1.05%

−39.3%Worst dropSmaller is better−8.9%

47.7%VolatilityLower is calmer12.8%

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

1–5VOO 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 VOO: Top 5 Holdings

Today

TCAI

24.5%in top 5

VOO

in top 528.3%

TCAIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

6.6%VRTnot top 5

not top 5MSFT5.8%

4.7%DELLnot top 5

4.7%MUnot top 5

4.4%PWRnot top 5

4.1%SNDKnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common5.2%

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

TCAI vs VOO Returns, Every Period

TortoiseTCAI

+5.3%

past year

VOOVanguard

+13.5%

past year

TCAIVOOFaded: behind in that period

1–1Level

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

Thematic vs Core: TCAI vs VOO

YTD

TortoiseTCAI

+19.2%

VOOVanguard

+13.4%

+19.2%Year to date+13.4%

−39.3%Worst drop · 1Y−8.9%

47.7%Volatility · 1Y12.8%

0.0%Yield1.1%

$202MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: TCAI, VOO, CIBR

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CIBR0.58%$58

TCAI0.65%$65

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

Yields: TCAI, VOO, CIBR

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

CIBR0.40%$40

TCAI0.04%$4

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

CIBR$40 − $58 = −$18

TCAI$4 − $65 = −$61

KeptFee

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

Overlap: TCAI, VOO, CIBR

Today

9.2%most shared, VOO and CIBR

TCAIVOOCIBR

TCAI—5.2%1.8%

VOO5.2%—9.2%

CIBR1.8%9.2%—

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

Return vs Bumpiness: 3 ETFs

+26.6%CIBR, at 30.5% volatility

VOOWorst drop−8.9%12.8% vol

CIBRWorst drop−21.1%30.5% 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

VOOCIBR

+13.4%Year to date+36.6%

1.1%Yield0.4%

+13.5%Past year+26.6%

0.03%Fee0.58%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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