TCAI vs ARTY

ATCAI

BARTY

Measures won0–4ARTY wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income0.71%SOXX · $71 on $10k

Smallest drop−27.7%ARTY · worst fall in 1Y

Held in common13.7%TCAI and ARTY

TCAI

ARTY

Tortoise AI Infrastructure ETF · $177MiShares Future AI & Tech ETF · $3.3B

[…]3 years · per year[…] · $22,051+30.2%

[…]5 years · per year[…] · $14,675+8.0%

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

0.04%12-mo yield$4 · $7 on $10k0.07%

−46.4%Worst dropSmaller wins−27.7%

50.0%VolatilityLower wins42.3%

0–4ARTY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTCAI · ARTY

4.5%MU3.8%

2.7%ANET2.8%

2.9%STX1.6%

2.7%CEG1.6%

Held in common13.7%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.3B
4	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.3B
4	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M

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 ARTY

TCAI

Tortoise AI Infrastructure

[…]

ARTY

iShares Future AI & Tech

$14,675

MeasureTCAIARTY

Fee0.65%0.47%

Cost on $10k a year$65$47

Yield0.04%0.07%

5 years, per year[…]+8.0%

3 years, per year[…]+30.2%

Worst drop · 1Y−46.4%−27.7%

Volatility · 1Y50.0%42.3%

4–0measures won
ARTY first

13.7%

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, ARTY, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

TCAIARTYSMHSOXX

TCAI—13.7%4.2%5.8%

ARTY13.7%—22.4%24.5%

SMH4.2%22.4%—69.6%

SOXX5.8%24.5%69.6%—

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

Income After Fees on $10,000

$38most kept, SOXX

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

ARTY$7 − $47 = −$40

TCAI$4 − $65 = −$61

KeptFee

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