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 income0.04%TCAI · $4 on $10k

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

Held in common10.9%TCAI and AIUP

TCAI

AIUP

Tortoise AI Infrastructure ETF · $177MFINQ 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%

0.04%12-mo yield$4 · $0 on $10k0.00%

−46.4%Worst dropSmaller wins[…]

50.0%VolatilityLower wins[…]

2–0TCAI wins

$10,000 · 5 yearsAll three, one scale

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

Shared top holdingsTCAI · AIUP

4.5%MU15.3%

2.8%WDC4.6%

2.5%DELL14.8%

1.1%HPE4.6%

Held in common10.9%

End-of-day Nov 9, 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

#								3Y/yr	5Y/yr
1	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M
2	BAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	+4.9%	new	new	new	new	[…]	$4M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#								3Y/yr	5Y/yr
1	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M
2	BAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	+4.9%	new	new	new	new	[…]	$4M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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

Yield0.04%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−46.4%[…]

Volatility · 1Y50.0%[…]

1–0measures won
TCAI first

10.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TCAI, AIUP, DRAM

Today

11.7%most shared, TCAI and DRAM

TCAIAIUPDRAM

TCAI—10.9%11.7%

AIUP10.9%—5.7%

DRAM11.7%5.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$61most kept, TCAI

TCAI$4 − $65 = −$61

DRAM$0 − $65 = −$65

AIUP$0 − $70 = −$70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee