TCAI vs AIQ

ATCAI

BAIQ

Measures won1–3AIQ wins · of 6 · 5Y

$10,000 · 5Y$19,325AIQ

Lowest cost0.65%TCAI · $65 on $10k

Most income0.08%AIQ · $8 on $10k

Smallest drop−20.2%AIQ · worst fall in 1Y

Held in common4.7%TCAI and AIQ

TCAI

AIQ

Tortoise AI Infrastructure ETF · $193MGlobal X - Artificial Intelligence & Technology ETF · $9.6B

[…]3 years · per year[…] · $23,116+32.2%

[…]5 years · per year[…] · $19,325+14.1%

0.65%Expense ratio$65 · $68 on $10k · lower wins0.68%

0.04%12-mo yield$4 · $8 on $10k0.08%

−39.3%Worst dropSmaller wins−20.2%

47.7%VolatilityLower wins29.7%

1–3AIQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAI · AIQ

4.7%MU2.5%

3.2%STX1.2%

2.1%HPE0.6%

0.4%CLS0.3%

Held in common4.7%

End-of-day Nov 4, 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	BAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk		0.68%	0.08%	+0.6%	+17.7%	+11.9%	+32.2%	+14.1%	−20.2%	$9.6B
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

5Y2 funds

#			Trend
1	BAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk		0.68%	0.08%	+0.6%	+17.7%	+11.9%	+32.2%	+14.1%	−20.2%	$9.6B
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 AIQ

TCAI

Tortoise AI Infrastructure

[…]

AIQ

Global X - Artificial Intelligence & Technology

$19,325

MeasureTCAIAIQ

Fee0.65%0.68%

Cost on $10k a year$65$68

Yield0.04%0.08%

5 years, per year[…]+14.1%

3 years, per year[…]+32.2%

Worst drop · 1Y−39.3%−20.2%

Volatility · 1Y47.7%29.7%

3–1measures won
AIQ first

4.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TCAI, AIQ

Today

4.7%most shared, TCAI and AIQ

TCAIAIQ

TCAI—4.7%

AIQ4.7%—

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

Income After Fees on $10,000

−$60most kept, AIQ

AIQ$8 − $68 = −$60

TCAI$4 − $65 = −$61

KeptFee

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