TCAI vs FDVV

ATCAI

BFDVV

Measures won0–4FDVV wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · FDVV $18,825

Lowest cost0.04%VYM · $4 on $10k

Most income2.74%FDVV · $274 on $10k

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

Held in common2.2%TCAI and FDVV

TCAI

FDVV

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

[…]3 years · per year[…] · $17,732+21.0%

[…]5 years · per year[…] · $18,825+13.5%

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

0.04%12-mo yield$4 · $274 on $10k2.74%

−46.4%Worst dropSmaller wins−9.3%

50.0%VolatilityLower wins11.6%

0–4FDVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTCAI · FDVV

2.5%DELL2.2%

Held in common2.2%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.74%	+1.8%	+12.9%	+16.4%	+21.0%	+13.5%	−9.3%	$10.4B
3	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
4	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.74%	+1.8%	+12.9%	+16.4%	+21.0%	+13.5%	−9.3%	$10.4B
3	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
4	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M

End-of-day Nov 9, 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

$18,825

MeasureTCAIFDVV

Fee0.65%0.15%

Cost on $10k a year$65$15

Yield0.04%2.74%

5 years, per year[…]+13.5%

3 years, per year[…]+21.0%

Worst drop · 1Y−46.4%−9.3%

Volatility · 1Y50.0%11.6%

4–0measures won
FDVV first

2.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: TCAI, FDVV, VYM, SMH

Today

28.9%most shared, FDVV and VYM

TCAIFDVVVYMSMH

TCAI—2.2%1.7%4.2%

FDVV2.2%—28.9%10.0%

VYM1.7%28.9%—8.9%

SMH4.2%10.0%8.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$259most kept, FDVV

FDVV$274 − $15 = $259

VYM$226 − $4 = $222

SMH$23 − $35 = −$12

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee