TCAI vs FDVV

ATCAI

BFDVV

Measures won0–4FDVV wins · of 6 · 5Y

$10,000 · 5Y$19,381FDVV · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.69%FDVV · $269 on $10k

Smallest drop−7.9%VIG · 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 yearsAll three, one 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

All Three

5Y3 funds

#
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	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

All Three

5Y3 funds

#
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: TCAI, FDVV, VIG

Today

32.0%most shared, FDVV and VIG

TCAIFDVVVIG

TCAI—2.7%1.4%

FDVV2.7%—32.0%

VIG1.4%32.0%—

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

VIG$144 − $4 = $140

TCAI$4 − $65 = −$61

KeptFee

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