TCAI vs SCHD5YTCAITCAIAvsBSCHDSCHDTortoise AI Infrastructure ETF · $177MSchwab U.S. Dividend Equity ETF · $122BReturns · dividends in[…]3 years · per year[…] · $17,062+19.5%[…]5 years · per year[…] · $16,428+10.4%Cost and income0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%0.04%12-mo yield$4 · $294 on $10k2.94%
Overlap: TCAI, SCHD, DGROToday21.2%most shared, SCHD and DGROTCAISCHDDGROTCAI—0.0%0.8%SCHD0.0%—21.2%DGRO0.8%21.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
TCAI vs SCHD5YATCAITortoise AI Infrastructure[…]vsSCHDBSchwab U.S. Dividend Equity$16,428MeasureTCAISCHDFee0.65%0.06%Cost on $10k a year$65$6Yield0.04%2.94%5 years, per year[…]+10.4%3 years, per year[…]+19.5%Worst drop · 1Y−46.4%−6.9%Volatility · 1Y50.1%11.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1DGROiShares Core Dividend Growth ETFReadDesk0.08%1.83%+0.3%+19.1%+22.8%+20.4%+11.3%−6.5%$45.5B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B3ATCAITortoise AI Infrastructure ETFReadDesk0.65%0.04%−1.9%+17.3%+8.4%newnew−46.4%$177MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1DGROiShares Core Dividend Growth ETFReadDesk0.08%1.83%+0.3%+19.1%+22.8%+20.4%+11.3%−6.5%$45.5B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B3ATCAITortoise AI Infrastructure ETFReadDesk0.65%0.04%−1.9%+17.3%+8.4%newnew−46.4%$177MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.1%vsBVVIGVanguard+15.1%Jan 1Nov 10+19.1%+15.1%+19.1%Year to date+15.1%1.8%Yield1.5%$45.5BAssets$109B2–0DGRO winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: TCAI, SCHD, DGROToday21.2%most shared, SCHD and DGROTCAISCHDDGROTCAI—0.0%0.8%SCHD0.0%—21.2%DGRO0.8%21.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288DGRO$183 − $8 = $175TCAI$4 − $65 = −$61KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee