TCAI vs ARTY

ATCAI

BARTY

Measures won0–4ARTY wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · ARTY $15,395

Lowest cost0.35%SMH · $35 on $10k

Most income0.22%SMH · $22 on $10k

Smallest drop−24.0%ARTY · worst fall in 1Y

Held in common14.3%TCAI and ARTY

TCAI

ARTY

Tortoise AI Infrastructure ETF · $202MiShares Future AI & Tech ETF · $3.6B

[…]3 years · per year[…] · $23,042+32.1%

[…]5 years · per year[…] · $15,395+9.0%

0.65%Expense ratio$65 · $47 on $10k · lower wins0.47%

0.04%12-mo yield$4 · $7 on $10k0.07%

−39.3%Worst dropSmaller wins−24.0%

47.7%VolatilityLower wins40.6%

0–4ARTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAI · ARTY

4.7%MU4.3%

2.3%ANET2.6%

3.2%STX2.0%

3.2%WDC1.8%

Held in common14.3%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.6B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$202M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.6B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$202M

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 ARTY

TCAI

Tortoise AI Infrastructure

[…]

ARTY

iShares Future AI & Tech

$15,395

MeasureTCAIARTY

Fee0.65%0.47%

Cost on $10k a year$65$47

Yield0.04%0.07%

5 years, per year[…]+9.0%

3 years, per year[…]+32.1%

Worst drop · 1Y−39.3%−24.0%

Volatility · 1Y47.7%40.6%

4–0measures won
ARTY first

14.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: TCAI, ARTY, SMH

Today

23.3%most shared, ARTY and SMH

TCAIARTYSMH

TCAI—14.3%4.6%

ARTY14.3%—23.3%

SMH4.6%23.3%—

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

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

ARTY$7 − $47 = −$40

TCAI$4 − $65 = −$61

KeptFee

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