TCAI vs AIUP

ATCAI

BAIUP

Measures won2–0TCAI wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

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

Held in common14.0%TCAI and AIUP

TCAI

AIUP

Tortoise AI Infrastructure ETF · $170MFINQ 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 yearsAll three, one scale

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

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	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$170M
3	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

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	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$170M
3	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

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: TCAI, AIUP, SMH

Today

14.0%most shared, TCAI and AIUP

TCAIAIUPSMH

TCAI—14.0%4.4%

AIUP14.0%—13.6%

SMH4.4%13.6%—

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

TCAI$5 − $65 = −$60

AIUP$0 − $70 = −$70

KeptFee

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