TCAI vs AIUP

ATCAI

BAIUP

Measures won2–0TCAI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.65%TCAI · $65 on $10k

Most income0.05%TCAI · $5 on $10k

Smallest drop−46.4%TCAI · worst fall in 1Y

Held in common14.0%TCAI and AIUP

TCAI

AIUP

Tortoise AI Infrastructure ETF · $193MFINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $70 on $10k · lower wins0.70%

0.05%12-mo yield$5 · $0 on $10k0.00%

−46.4%Worst dropSmaller wins[…]

49.3%VolatilityLower wins[…]

2–0TCAI wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTCAI · AIUP

4.8%MU15.0%

4.7%DELL15.2%

2.3%APH4.7%

2.1%HPE4.6%

Held in common14.0%

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$193M
2	BAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk		0.70%	0.00%	−8.6%	new	new	new	new	[…]	$4M

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$193M
2	BAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk		0.70%	0.00%	−8.6%	new	new	new	new	[…]	$4M

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

TCAI vs AIUP

TCAI

Tortoise AI Infrastructure

[…]

AIUP

FINQ FIRST U.S. Large Cap AI-Managed Equity

[…]

MeasureTCAIAIUP

Fee0.65%0.70%

Cost on $10k a year$65$70

Yield0.05%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−46.4%[…]

Volatility · 1Y49.3%[…]

1–0measures won
TCAI first

14.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TCAI, AIUP

Today

14.0%most shared, TCAI and AIUP

TCAIAIUP

TCAI—14.0%

AIUP14.0%—

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

Income After Fees on $10,000

−$60most kept, TCAI

TCAI$5 − $65 = −$60

AIUP$0 − $70 = −$70

KeptFee

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