TCAI vs FDVV

ATCAI

BFDVV

Measures won0–4FDVV wins · of 6 · 5Y

$10,000 · 5Y$19,381FDVV

Lowest cost0.15%FDVV · $15 on $10k

Most income2.69%FDVV · $269 on $10k

Smallest drop−9.3%FDVV · worst fall in 1Y

Held in common2.7%TCAI and FDVV

TCAI

FDVV

Tortoise AI Infrastructure ETF · $193MFidelity High Dividend ETF · $10.2B

[…]3 years · per year[…] · $18,683+23.2%

[…]5 years · per year[…] · $19,380+14.1%

0.65%Expense ratio$65 · $15 on $10k · lower wins0.15%

0.04%12-mo yield$4 · $269 on $10k2.69%

−39.3%Worst dropSmaller wins−9.3%

47.7%VolatilityLower wins11.0%

0–4FDVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAI · FDVV

4.7%DELL2.7%

Held in common2.7%

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

Both

5Y2 funds

#			Trend
1	BFDVV	Fidelity High Dividend ETF Read Desk		0.15%	2.69%	+2.8%	+15.1%	+17.7%	+23.2%	+14.1%	−9.3%	$10.2B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$193M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFDVV	Fidelity High Dividend ETF Read Desk		0.15%	2.69%	+2.8%	+15.1%	+17.7%	+23.2%	+14.1%	−9.3%	$10.2B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$193M

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 FDVV

TCAI

Tortoise AI Infrastructure

[…]

FDVV

Fidelity High Dividend ETF

$19,380

MeasureTCAIFDVV

Fee0.65%0.15%

Cost on $10k a year$65$15

Yield0.04%2.69%

5 years, per year[…]+14.1%

3 years, per year[…]+23.2%

Worst drop · 1Y−39.3%−9.3%

Volatility · 1Y47.7%11.0%

4–0measures won
FDVV first

2.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TCAI, FDVV

Today

2.7%most shared, TCAI and FDVV

TCAIFDVV

TCAI—2.7%

FDVV2.7%—

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

Income After Fees on $10,000

$254most kept, FDVV

FDVV$269 − $15 = $254

TCAI$4 − $65 = −$61

KeptFee

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