SMH vs TCAI

ASMH

BTCAI

Measures won4–0SMH wins · of 6 · 5Y

$10,000 · 5Y$33,828SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.23%SMH · $23 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common4.5%SMH and TCAI

SMH

TCAI

VanEck Semiconductor ETF · $64.4BTortoise AI Infrastructure ETF · $266M

+48.3%3 years · per year$32,582 · […][…]

+27.6%5 years · per year$33,828 · […][…]

0.35%Expense ratio$35 · $65 on $10k · lower wins0.65%

0.23%12-mo yield$23 · $4 on $10k0.04%

−33.1%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.23%	−3.0%	+35.2%	+37.3%	+48.3%	+27.6%	−33.1%	$64.4B
2	BTCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−2.7%	+20.3%	+13.8%	new	new	−46.4%	$266M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.23%	−3.0%	+35.2%	+37.3%	+48.3%	+27.6%	−33.1%	$64.4B
2	BTCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−2.7%	+20.3%	+13.8%	new	new	−46.4%	$266M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMH vs TCAI

SMH

VanEck Semiconductor

$33,828

TCAI

Tortoise AI Infrastructure

[…]

MeasureSMHTCAI

Fee0.35%0.65%

Cost on $10k a year$35$65

Yield0.23%0.04%

5 years, per year+27.6%[…]

3 years, per year+48.3%[…]

Worst drop · 1Y−33.1%−46.4%

Volatility · 1Y43.3%

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SMH vs TCAI

Both

Both

$10,000 in SMH, TCAI

Overlap: SMH, TCAI

SMH vs TCAI

SOXX vs SMH

SCHD vs VIG

JEPQ vs JEPI

Overlap: SMH, TCAI

Income After Fees on $10,000