TCAI vs FTXL

ATCAI

BFTXL

Measures won1–3FTXL wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · FTXL $26,337

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common5.8%TCAI and FTXL

TCAI

FTXL

Tortoise AI Infrastructure ETF · $193MFirst Trust Nasdaq Semiconductor ETF · $1.1B

[…]3 years · per year[…] · $28,694+42.1%

[…]5 years · per year[…] · $26,337+21.4%

0.65%Expense ratio$65 · $60 on $10k · lower wins0.60%

0.05%12-mo yield$5 · $10 on $10k0.10%

−46.4%Worst dropSmaller wins−40.1%

49.3%VolatilityLower wins51.0%

1–3FTXL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAI · FTXL

4.8%MU7.2%

2.1%CRDO0.7%

1.3%COHR0.4%

Held in common5.8%

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 Three

5Y3 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	BFTXL	First Trust Nasdaq Semiconductor ETFRead Desk	0.60%	0.10%	−12.4%	+37.4%	+45.9%	+42.1%	+21.4%	−40.1%	$1.1B
3	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 Three

5Y3 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	BFTXL	First Trust Nasdaq Semiconductor ETFRead Desk	0.60%	0.10%	−12.4%	+37.4%	+45.9%	+42.1%	+21.4%	−40.1%	$1.1B
3	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 FTXL

TCAI

Tortoise AI Infrastructure

[…]

FTXL

First Trust Nasdaq Semiconductor

$26,337

MeasureTCAIFTXL

Fee0.65%0.60%

Cost on $10k a year$65$60

Yield0.05%0.10%

5 years, per year[…]+21.4%

3 years, per year[…]+42.1%

Worst drop · 1Y−46.4%−40.1%

Volatility · 1Y49.3%51.0%

3–1measures won
FTXL first

5.8%

holdings shared

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

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

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

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, FTXL, SMH

Today

59.0%most shared, FTXL and SMH

TCAIFTXLSMH

TCAI—5.8%4.4%

FTXL5.8%—59.0%

SMH4.4%59.0%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

FTXL$10 − $60 = −$51

TCAI$5 − $65 = −$60

KeptFee

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