TCAI vs IVV

ATCAI

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · IGV $11,265

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common3.6%TCAI and IVV

TCAI

IVV

Tortoise AI Infrastructure ETF · $170MiShares Core S&P 500 ETF · $850B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

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

0.05%12-mo yield$5 · $114 on $10k1.14%

−46.4%Worst dropSmaller wins−8.9%

49.6%VolatilityLower wins13.6%

0–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAI · IVV

4.5%MU1.2%

4.0%GEV0.3%

2.4%APH0.3%

2.7%ANET0.3%

Held in common3.6%

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	IGV	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
3	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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	IGV	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
3	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 IVV

TCAI

Tortoise AI Infrastructure

[…]

IVV

iShares Core S&P 500

$17,177

MeasureTCAIIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.05%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−46.4%−8.9%

Volatility · 1Y49.6%13.6%

4–0measures won
IVV first

3.6%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: TCAI, IVV, IGV

Today

9.8%most shared, IVV and IGV

TCAIIVVIGV

TCAI—3.6%0.6%

IVV3.6%—9.8%

IGV0.6%9.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

IGV$2 − $38 = −$36

TCAI$5 − $65 = −$60

KeptFee

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