TCAI vs FDVV

ATCAI

BFDVV

Measures won0–4FDVV wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · FDVV $19,381

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.4%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%

0.05%12-mo yield$5 · $269 on $10k2.69%

−46.4%Worst dropSmaller wins−9.3%

49.3%VolatilityLower wins11.0%

0–4FDVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTCAI · FDVV

4.7%DELL2.4%

Held in common2.4%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
4	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$193M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
4	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$193M

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 FDVV

TCAI

Tortoise AI Infrastructure

[…]

FDVV

Fidelity High Dividend ETF

$19,380

MeasureTCAIFDVV

Fee0.65%0.15%

Cost on $10k a year$65$15

Yield0.05%2.69%

5 years, per year[…]+14.1%

3 years, per year[…]+23.2%

Worst drop · 1Y−46.4%−9.3%

Volatility · 1Y49.3%11.0%

4–0measures won
FDVV first

2.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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

$42.6BAssets$65.4B

2–0SOXX 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TCAI, FDVV, SMH, SCHD

Today

15.9%most shared, FDVV and SCHD

TCAIFDVVSMHSCHD

TCAI—2.4%4.4%0.0%

FDVV2.4%—10.5%15.9%

SMH4.4%10.5%—8.6%

SCHD0.0%15.9%8.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FDVV$269 − $15 = $254

SMH$25 − $35 = −$10

TCAI$5 − $65 = −$60

KeptFee

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