Compare · 4 funds side by side · dividends reinvested

TCAI, VOO, SMH and SPY

TCAITortoise×VOOVanguard×SMHVanEck×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

TCAI, VOO, SMH and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.5

Tortoise AI Infrastructure ETFThematic · AI & semis0.65%0.05%+11.1%−1.1%[…][…]−46.4%49.6%$170M3.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: TCAI 2025 · VOO 2010 · SMH 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise AI Infrastructure ETF · $170M[…]

TCAI

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

TCAIMeasureVOO

+11.1%Year to dateJan 1 → Nov 6+8.7%

−1.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

0.05%Trailing 12-mo yield$5 · $110 a year on $10k1.10%

−46.4%Worst dropSmaller is better−8.9%

49.6%VolatilityLower is calmer13.5%

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

1–5VOO wins

End-of-day Nov 6, 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%

6.1%VRTnot top 5

not top 5MSFT5.8%

5.7%SNDKnot top 5

5.0%MTZnot top 5

4.5%MUnot top 5

4.2%PWRnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common5.2%

End-of-day Nov 6, 2026 · share of each fund

TCAI vs VOO Returns, Every Period

TortoiseTCAI

−1.1%

past year

VOOVanguard

+9.8%

past year

TCAIVOOFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Core: TCAI vs VOO

YTD

TortoiseTCAI

+11.1%

VOOVanguard

+8.7%

+11.1%Year to date+8.7%

−46.4%Worst drop · 1Y−8.9%

49.6%Volatility · 1Y13.5%

0.0%Yield1.1%

$170MAssets$1.00T

3–1VOO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAI, VOO, SMH, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

SMH0.35%$35

TCAI0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TCAI, VOO, SMH, SPY

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SPY1.03%$103

SMH0.24%$24

TCAI0.05%$5

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

SMH$24 − $35 = −$11

TCAI$5 − $65 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TCAI, VOO, SMH, SPY

Today

92.2%most shared, VOO and SPY

TCAIVOOSMHSPY

TCAI—5.2%4.1%3.6%

VOO5.2%—18.8%92.2%

SMH4.1%18.8%—14.5%

SPY3.6%92.2%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

SMHWorst drop−33.1%42.9% vol

TCAIWorst drop−46.4%49.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSMH

+8.7%Year to date+28.8%

1.1%Yield0.2%

+9.8%Past year+29.5%

0.03%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026