ARTY vs TCAI

AARTY

BTCAI

Measures won4–0ARTY wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ARTY $13,645

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−27.7%ARTY · worst fall in 1Y

Held in common14.1%ARTY and TCAI

ARTY

TCAI

iShares Future AI & Tech ETF · $3.1BTortoise AI Infrastructure ETF · $170M

+27.3%3 years · per year$20,629 · […][…]

+6.4%5 years · per year$13,645 · […][…]

0.47%Expense ratio$47 · $65 on $10k · lower wins0.65%

0.07%12-mo yield$7 · $5 on $10k0.05%

−27.7%Worst dropSmaller wins−46.4%

41.9%VolatilityLower wins49.3%

4–0ARTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARTY · TCAI

4.1%MU4.8%

2.7%ANET2.6%

1.8%STX3.3%

1.8%WDC3.2%

Held in common14.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.1B
3	BTCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$170M

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.1B
3	BTCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$170M

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

Cards for this view

ARTY vs TCAI

ARTY

iShares Future AI & Tech

$13,645

TCAI

Tortoise AI Infrastructure

[…]

MeasureARTYTCAI

Fee0.47%0.65%

Cost on $10k a year$47$65

Yield0.07%0.05%

5 years, per year+6.4%[…]

3 years, per year+27.3%[…]

Worst drop · 1Y−27.7%−46.4%

Volatility · 1Y41.9%49.3%

4–0measures won
ARTY first

14.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ARTY, TCAI, SMH

Today

23.0%most shared, ARTY and SMH

ARTYTCAISMH

ARTY—14.1%23.0%

TCAI14.1%—4.4%

SMH23.0%4.4%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

ARTY$7 − $47 = −$40

TCAI$5 − $65 = −$60

KeptFee

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