TCAI vs IVV

ATCAI

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common4.4%TCAI and IVV

TCAI

IVV

Tortoise AI Infrastructure ETF · $202MiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.04%12-mo yield$4 · $109 on $10k1.09%

−39.3%Worst dropSmaller wins−8.9%

47.7%VolatilityLower wins12.9%

0–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAI · IVV

4.7%MU1.5%

3.8%GEV0.4%

2.2%APH0.3%

2.3%ANET0.3%

Held in common4.4%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$202M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$202M

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 IVV

TCAI

Tortoise AI Infrastructure

[…]

IVV

iShares Core S&P 500

$18,118

MeasureTCAIIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.04%1.09%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−39.3%−8.9%

Volatility · 1Y47.7%12.9%

4–0measures won
IVV first

4.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: TCAI, IVV

Today

4.4%most shared, TCAI and IVV

TCAIIVV

TCAI—4.4%

IVV4.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

TCAI$4 − $65 = −$61

KeptFee

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