Compare · 4 funds side by side · dividends reinvested

TCAI, VOO, CIBR and SPY

TCAITortoise×VOOVanguard×CIBRFirst Trust×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,956CIBR · best of the four

02 / 04

TCAI, VOO, CIBR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.04%+19.6%+9.8%[…][…]−46.4%50.0%$177M3.7

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 · VOO 2010 · CIBR 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $177M[…]

TCAI

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

TCAIMeasureVOO

+19.6%Year to dateJan 1 → Nov 9+11.3%

+9.8%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

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

0.04%Trailing 12-mo yield$4 · $107 a year on $10k1.07%

−46.4%Worst dropSmaller is better−8.9%

50.0%VolatilityLower is calmer13.7%

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

1–5VOO 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 VOO: Top 5 Holdings

Today

TCAI

25.5%in top 5

VOO

in top 528.3%

TCAIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

6.0%VRTnot top 5

not top 5MSFT5.8%

5.6%SNDKnot top 5

5.2%MTZnot top 5

4.5%MUnot top 5

4.3%PWRnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common5.2%

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

TCAI vs VOO Returns, Every Period

TortoiseTCAI

+9.8%

past year

VOOVanguard

+13.6%

past year

TCAIVOOFaded: behind in that period

1–1Level

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

Thematic vs Core: TCAI vs VOO

YTD

TortoiseTCAI

+19.6%

VOOVanguard

+11.3%

+19.6%Year to date+11.3%

−46.4%Worst drop · 1Y−8.9%

50.0%Volatility · 1Y13.7%

0.0%Yield1.1%

$177MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: TCAI, VOO, CIBR, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

CIBR0.58%$58

TCAI0.65%$65

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

Yields: TCAI, VOO, CIBR, SPY

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SPY1.01%$101

CIBR0.42%$42

TCAI0.04%$4

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

CIBR$42 − $58 = −$16

TCAI$4 − $65 = −$61

KeptFee

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

Overlap: TCAI, VOO, CIBR, SPY

Today

92.7%most shared, VOO and SPY

TCAIVOOCIBRSPY

TCAI—5.2%1.9%3.7%

VOO5.2%—9.5%92.7%

CIBR1.9%9.5%—9.0%

SPY3.7%92.7%9.0%—

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

Return vs Bumpiness: 4 ETFs

+27.5%CIBR, at 31.3% volatility

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

CIBRWorst drop−20.6%31.3% 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

VOOCIBR

+11.3%Year to date+32.8%

1.1%Yield0.4%

+13.6%Past year+27.5%

0.03%Fee0.58%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

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