TCAI vs ARTY

ATCAI

BARTY

Measures won0–4ARTY wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · ARTY $14,163

Lowest cost0.33%SOXX · $33 on $10k

Most income0.76%SOXX · $76 on $10k

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

Held in common13.6%TCAI and ARTY

TCAI

ARTY

Tortoise AI Infrastructure ETF · $170MiShares Future AI & Tech ETF · $3.3B

[…]3 years · per year[…] · $21,351+28.8%

[…]5 years · per year[…] · $14,163+7.2%

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

0.05%12-mo yield$5 · $7 on $10k0.07%

−46.4%Worst dropSmaller wins−27.7%

49.6%VolatilityLower wins42.1%

0–4ARTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAI · ARTY

4.5%MU3.7%

2.7%ANET2.7%

3.1%STX1.7%

3.0%WDC1.6%

Held in common13.6%

End-of-day Nov 6, 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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	+5.6%	+11.1%	−1.1%	new	new	−46.4%	$170M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	BARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+3.9%	+26.7%	+23.2%	+28.8%	+7.2%	−27.7%	$3.3B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	+5.6%	+11.1%	−1.1%	new	new	−46.4%	$170M

End-of-day Nov 6, 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

$14,163

MeasureTCAIARTY

Fee0.65%0.47%

Cost on $10k a year$65$47

Yield0.05%0.07%

5 years, per year[…]+7.2%

3 years, per year[…]+28.8%

Worst drop · 1Y−46.4%−27.7%

Volatility · 1Y49.6%42.1%

4–0measures won
ARTY first

13.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: TCAI, ARTY, SOXX

Today

23.7%most shared, ARTY and SOXX

TCAIARTYSOXX

TCAI—13.6%5.8%

ARTY13.6%—23.7%

SOXX5.8%23.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

ARTY$7 − $47 = −$40

TCAI$5 − $65 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee