TCAI vs SMH

ATCAI

BSMH

Measures won0–6SMH wins · of 6 · YTD

$10,000 · YTD$14,002SMH · TCAI $11,923

Lowest cost0.35%SMH · $35 on $10k

Most income0.22%SMH · $22 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common4.6%TCAI and SMH

YTD

TCAI

SMH

Tortoise AI Infrastructure ETF · $193MVanEck Semiconductor ETF · $65.4B

+19.2%Year to dateJan 1 → Nov 4+40.0%

+5.3%1 yearTotal return+38.2%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.04%12-mo yield$4 · $22 on $10k0.22%

−39.3%Worst dropSmaller wins−24.6%

47.7%VolatilityLower wins41.2%

0–6SMH wins

$10,000 · since Jan 1One scale

Shared top holdingsTCAI · SMH

4.7%MU4.6%

Held in common4.6%

End-of-day Nov 4, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$193M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

YTD2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$193M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAI vs SMH

TCAI

Tortoise AI Infrastructure

$10,529

SMH

VanEck Semiconductor

$13,817

MeasureTCAISMH

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.04%0.22%

5 years, per year[…]+31.2%

3 years, per year[…]+54.7%

Worst drop · 1Y−39.3%−24.6%

Volatility · 1Y47.7%41.2%

4–0measures won
SMH first

4.6%

holdings shared

Nov 4, 2026 · $10,000 one year ago, dividends reinvested

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 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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 4, 2026

Overlap: TCAI, SMH

Today

4.6%most shared, TCAI and SMH

TCAISMH

TCAI—4.6%

SMH4.6%—

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

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

TCAI$4 − $65 = −$61

KeptFee

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