TCAI vs IGV

ATCAI

BIGV

Measures won1–3IGV wins · of 6 · 5Y

$10,000 · 5Y$11,265IGV

Lowest cost0.38%IGV · $38 on $10k

Most income0.05%TCAI · $5 on $10k

Smallest drop−33.2%IGV · worst fall in 1Y

Held in common0.6%TCAI and IGV

TCAI

IGV

Tortoise AI Infrastructure ETF · $170MiShares Expanded Tech-Software Sector ETF · $12.4B

[…]3 years · per year[…] · $14,533+13.3%

[…]5 years · per year[…] · $11,264+2.4%

0.65%Expense ratio$65 · $38 on $10k · lower wins0.38%

0.05%12-mo yield$5 · $2 on $10k0.02%

−46.4%Worst dropSmaller wins−33.2%

49.6%VolatilityLower wins32.9%

1–3IGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAI · IGV

1.5%HUT0.2%

1.4%RIOT0.2%

2.9%WULF0.2%

2.0%CIFR0.1%

Held in common0.6%

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

Both

5Y2 funds

#			Trend
1	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.05%	+5.6%	+11.1%	−1.1%	new	new	−46.4%	$170M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.05%	+5.6%	+11.1%	−1.1%	new	new	−46.4%	$170M

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 IGV

TCAI

Tortoise AI Infrastructure

[…]

IGV

iShares Expanded Tech-Software Sector

$11,264

MeasureTCAIIGV

Fee0.65%0.38%

Cost on $10k a year$65$38

Yield0.05%0.02%

5 years, per year[…]+2.4%

3 years, per year[…]+13.3%

Worst drop · 1Y−46.4%−33.2%

Volatility · 1Y49.6%32.9%

3–0measures won
IGV first

0.6%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TCAI, IGV

Today

0.6%most shared, TCAI and IGV

TCAIIGV

TCAI—0.6%

IGV0.6%—

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

Income After Fees on $10,000

−$36most kept, IGV

IGV$2 − $38 = −$36

TCAI$5 − $65 = −$60

KeptFee

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