TCAI vs FDVV

ATCAI

BFDVV

Measures won0–4FDVV wins · of 6 · 5Y

$10,000 · 5Y$18,589FDVV · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.79%FDVV · $279 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.1%TCAI and FDVV

TCAI

FDVV

Tortoise AI Infrastructure ETF · $177MFidelity High Dividend ETF · $10.4B

[…]3 years · per year[…] · $17,767+21.1%

[…]5 years · per year[…] · $18,589+13.2%

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

0.05%12-mo yield$5 · $279 on $10k2.79%

−46.4%Worst dropSmaller wins−9.3%

49.6%VolatilityLower wins11.5%

0–4FDVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAI · FDVV

2.5%DELL2.1%

Held in common2.1%

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	BFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.79%	−0.6%	+10.9%	+13.9%	+21.1%	+13.2%	−9.3%	$10.4B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	+5.6%	+11.1%	−1.1%	new	new	−46.4%	$177M

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	BFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.79%	−0.6%	+10.9%	+13.9%	+21.1%	+13.2%	−9.3%	$10.4B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	+5.6%	+11.1%	−1.1%	new	new	−46.4%	$177M

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 FDVV

TCAI

Tortoise AI Infrastructure

[…]

FDVV

Fidelity High Dividend ETF

$18,589

MeasureTCAIFDVV

Fee0.65%0.15%

Cost on $10k a year$65$15

Yield0.05%2.79%

5 years, per year[…]+13.2%

3 years, per year[…]+21.1%

Worst drop · 1Y−46.4%−9.3%

Volatility · 1Y49.6%11.5%

4–0measures won
FDVV first

2.1%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TCAI, FDVV, VYM

Today

28.9%most shared, FDVV and VYM

TCAIFDVVVYM

TCAI—2.1%1.7%

FDVV2.1%—28.9%

VYM1.7%28.9%—

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

Income After Fees on $10,000

$264most kept, FDVV

FDVV$279 − $15 = $264

VYM$231 − $4 = $227

TCAI$5 − $65 = −$60

KeptFee

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